Christopher Rule has ten years in the financial industry and has come to understand that money is just a tool for pursuing a life of meaning and impact. Unpacking someone’s financial history, understanding where they are now and blazing a trail into the future can be messy, but that’s par for the course. Contentment is more than a dollar figure to reach in the account, because we’re people working with people, not calculators working with machines.

Christopher has helped clients save hundreds of thousands on taxes and give millions to worthy causes through charitable gift planning. He’s helped a client retire earlier than she thought she could, which allowed her to spend more time with her grandchildren. He’s facilitated meaningful conversations between parents and children which created space to “do their giving while they’re living,” and strengthen those relationships. These success stories are what makes Chris’ work so fulfilling.

Christopher holds a B.S. in Organizational Leadership and a B.A. in English Journalism from Miami University. He’s a member of the local chapter of Kingdom Advisors and has served for 4 years on the board of the Central Ohio Financial Planning Association chapter. He participates in Sequoia Financial’s Resource Groups for Business Owners, Executives, and Physicians.

Christopher lives in Worthington, Ohio, with his wife and three children. He enjoys adventuring with his family, eating Italian food in good company, and attempting to play hockey. Earlier in life, he spent two years in Rome, Italy, working for a Christian missions organization.