About Us
Our Philosophy
We meet people where they are, listen closely to their stories, and orchestrate a plan for an enlightened journey towards financial harmony.
Core Values
Orchestrating Enlighted Lives
Providing advice to our valued clients that aligns with faith based principles to address the financial challenges of an ever changing world.
Meet Our Team
Leadership Team
President & Advisor
Geoff Kemble, CFP®,CLTC®
Geoff Kemble joined Prudential in 1999. He opened his Matthews, North Carolina private office near the Brace YMCA in May 2000, two days after the birth of his sixth child.
Geoff has achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation. He has a BBA in Management, a BS in Mechanical Engineering, and is licensed for Life and Health, Property and Liability, Med Supp/LTC and is Securities Registered with LPLE. A member of the Financial Planning Association and NAIFA, Geoff also has a CLTC® designation and has reached MDRT (Million Dollar Round Table) status. He is a lifetime member of the MDRT and has obtained “Court of the Table” status.
Geoff had distinguished careers with General Electric and Chevron before joining Prudential. Honorably discharged from the U.S. Army, he attended the United States Military Academy at West Point prior to graduating from Lamar University in Texas.
About Us
Meet The Team
Geoff Kemble, CFP®,CLTC®
Geoff Kemble joined Prudential in 1999. He opened his Matthews, North Carolina private office near the Brace YMCA in May 2000, two days after the birth of his sixth child. Geoff achieved the prestigious...
Sarah Kemble, Associate
Sarah re-joined Kemble Financial in 2022, having previously worked with her husband, Geoff, for several years after the firm’s founding in 1999. She returned to practice law in a large firm, then enjoyed 16 years at a non-profit before...
Will Griggs, Junior Partner, Financial Advisor
Will Griggs is a Prudential Advisor and junior partner with Kemble Financial. Born and raised in Charlotte, North Carolina, Will joined Prudential after graduating with Dean’s List recognition from East Carolina University
Our Process
Let’s Get Started
Step 1:
Discovery Session
Identify your goals, values, special concerns, challenges and past experiences; introduce our team and processes.
Step 2:
Strategy Session
Present your draft financial plan and our recommendations. Explore alternative strategies to ensure your plan aligns with your unique circumstances.
Step 3:
Plan Implementation
Review our money management philosophy and recommended investment strategy; educate clients on various options for identified planning needs.