Episode Details

Welcome to our new series, Voices from the Workplace, where we explore various industries through the lens of leaders and experts who see their careers as a key way to serve others and fulfill God's purposes.

In this inaugural episode, we focus on the Investment Industry, examining how professionals approach equity and treasure with intentionality and faith.

Our guests include Matt Monson, Partner and Portfolio Manager at Sovereign's Capital, a faith-driven investment fund, and Brandon Roop, CFP®, CRPS®, Vice President, Senior Investment Advisor, and Partner at Donaldson Capital Management (DCM).

Matt and Brandon discuss how their faith informs their decisions in managing investment funds, helping others view their finances through a biblical perspective, and shaping the next generation of leaders in the industry.

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On Fear:

"Two thirds of people are more afraid of living broke than they are of death." - Brandon Roop

On Generosity

"You can't out-give God "- Matt Monson

"Do you want the blessing on the net or the gross?" -Brandon Roop

• Download the episode transcript
• Sovereigns Capital
• Donaldson Capital Management

• Innovest
• Eventide
• Thrivent
• Brightlight
• Kingdom Advisors
• National Christian Foundation

Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.