Michael Occhipinti, MBT, CGPA

Follower of Christ, husband to Wendee, father to four sons Blake, Pierce, Troy, and Luke.

With over three decades of experience in the charitable gift and estate planning field, his calling is to assist people in using their God-given assets to impact charities and the Kingdom through charitable gift and estate planning strategies.

Michael earned a Bachelor's Degree in Business-Economics from the University of California, Los Angeles and a Master's Degree in Taxation from the University of Southern California. His past positions include Vice President of Gift and Estate Planning for Saddleback Memorial Foundation and Director of Planned Giving for The Salvation Army in Southern California. He is a past president of the Orange County Planned Giving Roundtable and past president of the South Orange County Estate Planning Council. Currently, he is a member of the Colorado Planned Giving Roundtable and Kingdom Advisors.

David M. Davies

Dave began helping people consider and complete gifts for Christian ministries and charities in 1982. His career has been fully dedicated to providing Biblical Gift Planning services. His mission is to provide people, and their advisors, with appropriate tax-wise Gift Planning options in light of the Biblical model of generous giving, stewardship and leading of the Holy Spirit.

Dave has delivered Gift Planning services with several ministries over the years, including; the Salvation Army, Fellowship of Christian Athletes, International Bible Society (now Biblica) and Kids Across America.

He earned a bachelor's degree in education at Baker University in Baldwin City, Kansas. Dave is a member of the National Committee on Planned Giving, the American Council on Charitable Gift Annuities, Kingdom Advisors, and Gift Planning roundtable groups in Colorado, South Dakota, Nebraska, Iowa, Kansas, and Missouri.

Dave and his wife Sharla deeply love their adult children, Ian, Leah, Emily and her husband Davis Ward. They live in Lee's Summit Missouri and belong to Summit Park Church. Dave is an Eagle Scout and enjoys sports.