Career in Financial Planning

Cliff is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor® who joined the Values First Advisors team in the spring of 2021. He brings a thoughtful, client-centered approach to financial planning. He appreciates the details of client situations and enjoys the educational aspect of financial planning. Cliff helps individuals and families gain clarity in their finances, invest responsibly, and pursue generous living.

With a strong foundation in financial planning and a heart for service, Cliff is committed to delivering personalized guidance marked by integrity, excellence, and biblical wisdom. His combination of technical expertise and relational care makes him a valuable part of the Values First team.

Personal Life

Originally from a small town in New York, Cliff and his wife, Jacquelyn, now enjoy living in Tennessee. Together, they take great pride in raising their two children and fostering a strong, faith-centered family. The two met in high school, working on what is called “The Polar Express”. After marriage, Cliff and Jacquelyn moved to Virginia to go to school at Liberty University. This is where he met current business partner, Benji, and found a place at Values First Advisors. Cliff says that Tennessee is where the Lord planted him and sees this position as what the Lord has called him to do as an individual.

Advanced Designations & Certifications

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Kingdom Advisor® (CKA®)

Education

• Liberty University – B.S. Financial Planning

Securities License

• Series 65 – Uniform Investment Adviser Law Examination