Aaron Lindberg is the founder of Kingdom Legacy Advisors. Aaron excels at helping successful families master their finances in this increasingly complex and volatile investment environment.
Aaron’s investment career began in 1996 and has touched many facets of the financial world. For nearly a decade, Aaron published investment research focused on health care companies. He also has provided a variety of consulting services for mergers and acquisitions and start-up businesses. This deep and varied background has been of particular benefit to our many business-owner clients. In 2002, Aaron began to work with wealth management clients and fell in love with the opportunity to make a positive, long-lasting difference in the lives of clients.
Aaron received his bachelor’s degree in finance from the Carlson School of Management and finance MBA from the University of St. Thomas where he was a part of the startup team for the Aristotle Fund, a student-managed investment fund that is part of the Opus College of Business and serves as both a real-world investment vehicle and a hands-on educational experience for high-achieving MBA students.
Aaron is a CERTIFIED FINANCIAL PLANNER(TM) designee, a Chartered Financial Analyst® charter holder, a Chartered Advisor of Philanthropy and a Certified Kingdom Advisor. The CFA® Charter is the global gold standard for institutional investment management professionals. The advanced analytical skills forged during this program benefit Aaron as he leads the Kingdom Legacy Advisors’ Investment Committee. The CAP® designation is achieved by passing three graduate level courses in philanthropy and enhances our capabilities to guide strategic giving.
Aaron is also very passionate about philanthropy in his personal life. He has served on the board of directors of Safe Care Mission International which provides orphanage and free daycare services in Maneadero, Mexico. He has been involved with other ministry work and missionary opportunities in Mexico for the past 10 years. What started as a one-time family mission trip has evolved into deep roots and life-long relationships in this community.
Aaron is a lifelong learner and can regularly be found with a book in hand. He resides in Plymouth with Rochelle, his wife of 28 years. They have four adult children with whom they love seeking new adventures. When not in the office, you might find him golfing, SCUBA diving, skydiving, competing in competitions at iFly, or hiking somewhere off the grid.
Austin Lindberg serves as a Financial Planning Analyst at Kingdom Legacy Advisors, where he helps clients navigate their financial journey through strategic planning rooted in their values. He began his interest in finance through the insurance industry where he built a career for over the past decade.
Austin began in the insurance world after graduating from North Central University with a bachelor's degree in Business Administration. His intrigue with insurance was kindled by a professor who framed the industry as “A means to protect what people care most about and the opportunity to carry them through tragedy, should it strike.” As an insurance advisor, Austin developed the skills necessary to communicate effectively and connect intimately with clients, highlighting their priorities, and guiding them to specialized solutions.
Austin is passionate about helping clients align their values with the right solutions to create, preserve, and enhance their legacy. After a decade of meaningful years in insurance, he’s excited to broaden his impact—shifting from a narrower focus to a more comprehensive approach through financial planning.
Austin has been married to his wife, Amy, for five years, and they have two dogs, a cat and chickens. Austin lives in Coon Rapids and enjoys exploring the great outdoors. Austin enjoys hiking, camping, fishing, spending time with family and is an avid reader.
Karla brings over 30 years of considerable experience in the financial and banking industry, along with a strong commitment to client and customer service.
Karla began her career in retail banking in 1993 as a Teller Supervisor with USBank. She joined Ameriprise Financial in 1998, working in various roles within the Institutional Retirement and Trust Group until 2006. Upon leaving Ameriprise Financial, she joined Wells Fargo Trust Operations as an Investment Manager Relations Representative, a role she served in for over eleven years. Karla also worked with Minneapolis Wealth Management Group of Wells Fargo Advisors as a Client Service Associate.
Karla’s primary responsibilities are taking care of client service needs including account onboarding and documentation, fund and security transfers, scheduling and assisting with client questions and concerns.
Away from the office, Karla is a gifted gospel singer and songwriter! She has a three-track demo album titled Higher Place. She enjoys visiting with various church families within the Twin Cities, and out of state, sharing her personal testimony of overcoming adversity, and finding healing through a relationship with God and the ministry of song. She enjoys reading, cooking, and spending time with family and friends.
Thomas Stewart is a Financial Planning Analyst at Kingdom Legacy Advisors, where he supports clients with thoughtful, values-based planning. His passion for personal finance began in high school, inspired by the influence of his parents, biblical stewardship principles, and a desire to use money as a tool for freedom and generosity.
With a degree in Information Systems from North Central University, Thomas launched his career at Optum, where he honed his leadership and operational skills in a dynamic, purpose-driven healthcare setting.
While working through college to graduate debt-free, he developed a growing interest in investing and real estate and purchased his first rental property just months after graduation. He has since spent thousands of hours refining his approach to budgeting, saving, and long-term planning—all with a heart to help others steward their resources well.
Thomas lives in NE Minneapolis with his wife, Abbie, and is actively involved in their church, Everyday, where they serve on the worship team and in the prayer room. He brings the same intentionality to his work that he does to ministry—helping others align their financial lives with their faith and long-term purpose.
Rochelle is excited to join Kingdom Legacy Advisors as a client concierge where she can contribute and come alongside Aaron as he continues to follow his passion for helping others navigate their financial journeys with faith, wisdom and a commitment to stewardship.
With a master’s degree in education from St. Mary’s University in Minneapolis, a Reading Specialist degree and middle school English Cognate from St. Cloud State University, and an undergraduate K-6 teaching degree from North Central University, Rochelle brings a strong foundation in education and a passion for helping others navigate life’s challenges.
As a retired middle school English teacher, reading specialist, literacy coach and staff development trainer, Rochelle has honed her skills in communication, critical thinking and relationship-building. Her ability to help individuals understand complex information is invaluable in her current position.
Beyond her professional background, Rochelle loves to use her gifts and talents to bless others. She has extensive experience in helping people declutter their homes, organize, paint, decorate and repurpose furniture. She enjoys creating value, much like helping clients optimize their financial resources. Her hobbies include reading, researching, painting, gardening, landscaping and vacationing wherever there is a white sandy beach and an ocean.
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