Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Jerry Whitley

Jerry Whitley has been in bi-vocational ministry for nearly 30 years and has planted and pastored many churches along his life path. He is very experienced in many aspects of the financial services industry.  During his ministry years, many Pastors shared their stories with Jerry. Pastor Jerry soon realized that most of them had little financial knowledge and understanding which put their retirement in peril. A new calling was born as he and his wife Sharon vowed to help Pastors and their families change the financial aspects of retirement from a potential curse to a blessing. He is very skilled in ministry income and retirement planning and is a national platform speaker on the topic.

Jerry and his wife Sharon are the founders of Guardian Promise and have been married 10 years with 7 children and 3 grandchildren.

Keely Rule

Keely began a career in the financial industry in 1998 where he spent several years as a top producer with National Business Association focusing on health and group benefits. In 2000 his career path and calling took a new direction when through ties to his church and his family’s construction company was asked to take on the construction of a new facility for Hope Center Church in San Antonio, TX. In his early 20s, he was tasked with completing a nine-acre development and three million dollar construction project. He developed a construction management program that utilized volunteer labor coupled with professionals that was responsible for saving millions of dollars for the Kingdom of God. Over the next 11 years, he went on to build seven multi-million church projects across the state of Texas and served as an advisor to many church boards and building committees.

During this process, he became passionate about helping pastors and the churches that they serve. In 2011 he took a full-time ministry position at Hope Center Church as the Christian Education Director and Children’s Pastor and became a licensed minister with the United Pentecostal Church International. He served in this role until 2014 when an opportunity arrived to combine his earlier career in the financial industry with his calling and love for ministry.

Jamison Davis

As a financial advisor with over 20 years of experience, 10 of which as a bi-vocational minister, Jamison has accumulated a wealth of knowledge to serve ministers and churches well.

He lives in Phoenix, AZ with his wife, three kids, and one St. Bernard.