Kit Lancaster CFP®, AWMA is the founder of Sterling Edge Financial. He graduated from the University of Denver with a bachelor’s degree in finance and accounting. As a Registered Representative, Investment Advisor Representative, and Certified Financial Planner (CFP®), Kit strives to implement investment and insurance solutions and help his clients build a quality financial future. He holds FINRA Series 7 and 66 licenses, along with health and life licenses. Kit founded Sterling Edge Financial in 2018 with one goal: building a firm focused on culture, client engagement, and providing an empathic client experience. Kit enjoys supporting veterans and the veteran community in Chicagoland. He is a veteran who deployed twice in support of Operation Iraqi Freedom as a Field Artillery Officer with the 214th Fires Brigade.
Amy Webber and Kit Lancaster
Sterling Edge Financial has offices in Chicago and Itasca, IL, where they focus on providing financial awareness, behavioral coaching, hyper-personal advice, ongoing accountability, plan execution, and plan updates. Kit and his team strive to deliver ultra-customized client engagement, ongoing advice, and solutions and strategies for emerging professionals and business owners.
https://www.sterlingedgefinancial.com/
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.