The Story Behind the Firm

This first episode introduces the Financial Management podcast, where financial planner Marlena Lancaster sits down with founder David Elmore to talk about the story behind the firm — from its beginnings in 1987 as a small bookkeeping and tax practice to its growth into a multi-division organization with more than 70 employees. David reflects on his early days running radio ads, the influence of motivational speakers, and how those experiences shaped both his leadership and the firm’s investment philosophy of asset allocation, diversification, and active management. Marlena and David discuss the importance of faith in their work as Certified Kingdom Advisors, and the joy and purpose they find in serving clients through every stage of life. The conversation also touches on team culture, legacy, and the mentors who influenced David personally — including Jim Rohn, Zig Ziglar, and Earl Nightingale, whose ideas continue to shape his outlook today.