By Jeffrey K. Presley, CKA®

I often get asked, “Why did you become a financial advisor?” The truth is, my journey wasn’t driven solely by numbers or investments, but people, trust, and purpose. From the first time I encountered Larry Burkett of Christian Financial Concepts in August 1990, I felt inspired to pursue a career that could blend faith, service, and financial guidance. His message sparked a calling in me: to help others align their money with their values and build financial stability that lasts a lifetime.

My First Career Steps

My path into the financial world started in the mid-1990s when I began working with clients one-on-one. One of the most pivotal relationships I developed was with Michael A. Beer. Michael was first a client, then a friend, and eventually a partner in vision. After working together at Lincoln Financial Advisors for several years, Michael transitioned from a fee-based advisory role into fee-only financial advising and built a small practice focused on personal, trustworthy service. 

Our professional paths crossed and diverged over the years, but our friendship remained. When Michael was diagnosed with stage four cancer, he entrusted me with his clients and his practice, ensuring that the people who depended on him would continue to receive care. That responsibility was life-changing and inspired the creation of my own firm, Mountain PEAK Wealth Advisors, honoring his legacy and commitment to clients.

My Education & Credentials

I am a Certified Kingdom Advisor® (CKA®), which allows me to guide clients in aligning their financial decisions with their values and long-term goals. I’ve been serving clients as a financial advisor since 1990 and have gained decades of experience in wealth management, retirement planning, and tax strategy.

I earned my Bachelor of Science in Organizational Leadership and Supervision from Purdue University in 1988, and earlier in my career, I held leadership roles at Fort Wayne National Bank and served as a financial advisor at Lincoln Financial Advisors and other respected firms. I am also the principal of Presley Tax Services, LLC, offering tax preparation and advisory services independently of Mountain PEAK Wealth Advisors.

Through my experience and faith-based approach, I aim to provide clients with clarity, confidence, and purpose in their financial planning.

Why I Love What I Do

Today, I have the privilege of leading Mountain PEAK Wealth Advisors, where we dedicate our work to serving philanthropic Christians and families who want their wealth to reflect their values. Every day, I guide clients through financial planning, investment strategies, and long-term wealth management. Yet my work goes far beyond the numbers. It’s about building trust, providing clarity, and helping people align their finances with their purpose.

The most rewarding part of this work is the relationships I build along the way. I care deeply—both personally and professionally—about the lives of my clients. There’s nothing more fulfilling than helping someone find financial peace, pursue their dreams, and create a legacy that impacts their family and community for years to come.

Let’s Connect

Becoming a financial advisor was a calling shaped by mentors, meaningful relationships, and a desire to make a lasting impact. From the early inspiration of Larry Burkett to the trust and legacy left by my friend Michael, every step of my journey has reinforced the importance of values, integrity, and personalized guidance in financial planning.

At Mountain PEAK Wealth Advisors, my goal is simple: to help clients navigate their financial lives with clarity, confidence, and purpose. 

If you’re ready to work with a Christian financial advisor who puts your best interests first, offers a personalized, fee-only approach, and integrates a values-driven perspective into every decision, I invite you to reach out. To schedule a meeting, call (260) 435-1200 or email jeff@mountainpeakwealthadvisors.com. 

Let’s explore how we can create a financial plan that not only grows your wealth but also reflects what matters most to you.

About Jeff

Jeffrey K. Presley, CKA®, has been serving clients of Mountain PEAK Wealth Advisors in Fort Wayne, Indiana, since October 2016, where he is President and Chief Compliance Officer. With decades of experience in financial planning, investment management, wealth creation, and tax strategy, Jeff brings both professional excellence and a faith-based perspective to his role.

As a Certified Kingdom Advisor®, he helps clients align their financial decisions with their values and long-term goals through principles that never change. His expertise spans wealth management, retirement planning, and biblically grounded financial guidance.

Before founding Mountain PEAK Wealth Advisors, Jeff served as a financial advisor at several respected firms, including Dickmeyer Boyce Financial Management, Inc., McDonald Presley Capital Management, Inc., and Lincoln Financial Advisors Corp. Earlier in his career, he also held leadership positions at Fort Wayne National Bank, including branch manager.

In addition to his advisory work, Jeff is the principal of Presley Tax Services, LLC, offering tax preparation and advisory services. These are provided separately from Mountain PEAK, and clients are never obligated to use them in order to receive wealth management services.

Jeff earned a Bachelor of Science in Organizational Leadership and Supervision from Purdue University in 1988. Outside of his professional commitments, he is actively involved at his church, Pathway Community Church, where he serves in various roles. To learn more about Jeff, connect with him on LinkedIn.