350 N Orleans St,
Sterling Edge Financial
Financial Planner & Wealth Management Advisor
Kit Lancaster CFP, AWMA is the founder of Sterling Edge Financial. Kit founded Sterling Edge Financial in 2018 to build a firm with a culture and client engagement that provides an empathic client experience. With a focus providing financial awareness, behavioral coaching, hyper personal advice, ongoing accountability, plan execution and plan updating.
Sterling Edge Financial is unique in its ability to offer ultra-customized client engagements, ongoing advice, solutions and strategies for emerging professionals and business owners using a monthly subscription.
Kit enjoys actively supporting veterans and the veteran community in Chicagoland. Kit himself is a veteran deploying twice in support of Operation Iraqi Freedom as a Field Artillery Officer with the 214th Fires Brigade (2007, 2009). Since leaving the service in 2010, Kit donates his time by raising awareness and connecting veterans to Team Red White & Blue, American Corporate Partners, Veterans Leadership Council and Bunker Labs.
Kit lives in Lakeview and enjoys running, cycling, architecture, history and reading. He has successfully completed eight cycling centuries, run the Chicago Marathon twice and recently completed his first Triathlon. He and his wife Leann enjoy spending time with their two kids, traveling.
Kit is licensed to provide and implement investment and insurance solutions as a Registered Representative and Investment Advisor Representative. He carries a series 7, 66, Health & Life licenses.
Education: B.S. Finance/Accounting, University of Denver Credentials: Certified Financial Planner CFP® (#267014)
2021 ADV 2A
2021 ADV Brochure
2021 Form CRS Advisory
2021 Form CRS
Financial Planning Support and Admin
Erin's primary role is to enhance the client experience through administrative and financial planning support.
As a Para Planner, Katie's key roles are to support generating a premium client experience, ongoing financial advice and the execution of financial plans. She evaluates and enhances the Sterling Edge client experience to enable firm success.
Katie is a registered Para Planner and carries her Series 7 and Series 66 licenses.