Founder and Institutional Advisor | Oak City Consulting

Ross is Founder and Institutional Advisor for Oak City Consulting.  Oak City was started by Ross Roggensack, who has resided in Raleigh, North Carolina for nearly 30 years. Ross earned his CIMA designation from the Wharton School of Business at the University of Pennsylvania, and also has his AIF designation (Accredited Investment Fiduciary). He was most recently a Senior VP and SIMC at Morgan Keegan, and before that at Citi Institutional Consulting/Smith Barney for 17 years. Ross is married, and has two daughters and one son in law. He is involved at his church, Providence Baptist, Meals on Wheels, and various other Christian ministries. He is past president of Faith Ministry in McAllen, Texas.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

• Website

Author, Entrepreneur and Real Estate Developer

Bio:

An entrepreneur and real estate developer for the last 30 years, Roy Goble grew up working in his father’s junkyard, where he learned to take apart absolutely anything and to evaluate everything for the value of its parts. After studying economics and business at Westmont College, and marrying his high school sweetheart, D’Aun, he joined his family’s growing real estate business. Today he runs a real estate investment company based in Silicon Valley, leads the ministry PathLight International, and serves on multiple boards—while still finding time to visit and learn from friends and ministry partners around the world.

Roy is the author of Junkyard Wisdom: Resisting the Whisper of Wealth in a World of Broken Parts (Deep River Books, 2016). His second book, Salvaged: Leadership Lessons Pulled from the Junkyard, was published by NavPress in January ‘2019.

Life:

Following Jesus has turned out to be harder and better than he ever imagined, and sometimes he misses the simplicity of selling parts in the junkyard. After thirty-five years of marriage, however, D’Aun tells him he already owns too many old cars.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Links:

• LinkedIn

Founder | Lighthouse Capital

Russell Bjorkman is the founder of Lighthouse, a church real estate consultancy that answers the three big questions a church faces with the largest financial decision of its life: What are its mission and goals, what will cities allow to be built on church land and what can be funded? 

Prior to founding Lighthouse, Russell’s work experience spanned across Europe, Asia, Africa and the US. As an investor and advisor, Russell has invested in businesses across Africa, Asia, South America and the US. As an attorney, Russell worked for Skadden Arps and Freshfields in London and Hong Kong for ten years, guiding significant IPOs and high-yield offerings, including that of Telkom South Africa, KazmunaiGas in Kazakhstan, FIFA in Europe, and Chinese real estate companies. His transactional experience spans over 20 different countries. He is also a Venture Partner with Sovereign’s Capital (since 2015), after serving as an advisor to Sovereign’s first fund for several years. 

Russell has a JD/MBA from the Wharton School / University of Pennsylvania Law School, and a Bachelor’s in Accounting and Psychology from the University of Southern California, where he played football and was a Rhodes Scholar semi-finalist. Russell and his wife were married in 2013 and live in Los Angeles, California.

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President | Kingdom Advisors

Bio:

Rob West is the President of Kingdom Advisors, a professional association promoting the integration of a biblical worldview into financial practices. Rob serves as primary spokesperson for the organization along with giving leadership to organzational strategy and content. Rob’s has dedicated his professional career to work at the intersection of faith and finance, having led a successful faith-based financial services firm, serving as the host of several radio programs on a biblical approach to finance, and speaking frequently on matters of faith and finance.

Life:

Rob and his wife, Julie, live in Roswell, GA with their four children. 

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

• LinkedIn

CEO | Bonvera

Bio:

Bob Dickie was the president of Crown Financial Ministries for seven years. He stepped down in May 2018 to start a “Transformative Business” with the goal of building a market in the US and abroad for moringa and other cash crops grown by graduates of Crown Stewardship Schools around the world. He is leveraging his previous experience as a CEO for an international company (which he helped triple in size from 2004–2009) with his deep desire to help the world’s poor not only with resources but also by helping them understanding their identity and purpose in Christ. Bob also served for over six years as a captain in the United States Air Force.

Bob has served on multiple boards. He is the former chairman of All Grace Outreach and Kindred Spirit and served on the board of YPO Greater Detroit, Heart of Knoxville, and Angel Capital Group.

In 2015 Bob released his first book, The Leap: Building a Full-Time Life in a Part-Time World. This was followed in 2017 by his second book, LOVE YOUR WORK: 4 Practical Ways to Pivot to Your Best Career.

 Life:

Bob and his wife Brandi have been happily married for 24 years and have been blessed with six precious children. They both are graduates of the University of Tennessee in Knoxville where Brandi also earned her master’s degree in deaf education. Bob earned his master’s degree from the University of Arkansas in industrial engineering and is in the Harvard Business School Executive Education Program.

Bob and Brandi live in Knoxville, Tennessee. Brandi is an avid photographer and Bob is a competitive Spartan Race enthusiast.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

• Twitter

• LinkedIn

• Medium

Client Advisor | Caprock

Bio:

At Caprock, Robert advises families and foundations to help steward investment assets toward financial and impact objectives.  In this role, Robert assists in a) helping families articulate their values and mission and b) developing and managing values-driven investment portfolios.  Robert also launched a Faith-Driven Investing practice at Caprock in 2015.  Robert is a member of the Investment Committee.  Prior to Caprock, Robert invested in private companies committed to creating positive change.  Robert holds a Business Administration undergraduate degree from Carnegie Mellon University and a MBA from the University of Michigan.  Caprock is a multi-family office with 10+ years of experience in impact investing, helping families deploy more than $1 billion in ESG & impact investments.  Caprock is also a founding B Corp member. 

Life:

Robert spent a good chunk of his 20s and 30s traveling to different parts of the world on short-term mission trips, ranging from serving Native American tribes in South Dakota to underprivileged youth in Mongolia.  It was on these trips Robert started imagining the role of investing as a tool to uplift communities – as a conduit of God’s blessings.

Robert moved out to Bay Area with pretty much one suitcase (and his fair share of student debt) to work as an unpaid intern at an impact fund.  While living on his friend’s couch for six months was not fun, it was an incredibly rewarding experience and the best career decision he’s made.  Robert grew up in Korea and now lives in San Jose with his wife and his son.

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