About Financial Potential Wealth Management

Click here to download Kyle’s full Professional Resume and learn more about him, his story, and his expertise.

Our Mission

To help faith-driven individuals manage their God-given wealth so they can drive meaningful, to support Kingdom-driven change in the world.

At Financial Potential Wealth Management, we help Christians reduce financial uncertainty and embrace eternal clarity so they can steward their wealth with wisdom and purpose.

We don’t just manage assets. We disciple clients toward a richer definition of success–one where biblical values, family legacy, and Kingdom impact are built into every financial decision.

Let's Work Together

As a former traditional advisor turned Kingdom-focused finance professional, I’ve seen firsthand how easily wealth can become disconnected from purpose.

But I’ve also seen the transformation that happens when people realize their finances aren’t just numbers–they’re a tool entrusted to us by God.

My mission is to walk with clients through every season of life and every layer of financial complexity, helping them align their wealth with their values and God’s will. 

Whether we’re optimizing a portfolio, planning a business exit, or facilitating legacy conversations with the next generation, my goal is the same: to help you live out your faith through wise, joyful financial discipleship.

Meet Kyle Bochat

Founder & faith-driven financial advisor

I started my career in financial advising working at firms like Edward Jones, Wells Fargo Advisors, and Strong Gaddy Lee. I had a lot of ambition–which eventually turned into the sole desire to help people accumulate the most wealth possible. I became very successful at that, but I knew deep down I was missing something far more important.

2014

It wasn’t until 10 years later that I experienced the freedom, peace, and purpose of aligning my own finances with biblical principles that my entire view of wealth changed. What started out as a personal journey became a clear calling I could no longer keep to myself.

I stepped away from my position at Strong Gaddy Lee and launched Financial Potential Wealth Management–a faith-driven financial firm rooted in biblical stewardship, eternal impact, and Kingdom-minded advising. 

This decision wasn’t driven by market positioning. It was simply obedience to God’s prompting and a desire to integrate my personal convictions and breakthroughs into my life’s work. 

I stopped viewing myself as an advisor, but a disciple-maker in the wealth space.

I completed Eventide’s in-depth theology and finance course through the Center for Faith and Investing. It was rich like a seminary class and it helped me create a compelling case for aligning investments with a biblical worldview. This course truly reshaped my client conversations and has served as the backbone for my new practice.

2024

I didn’t just undergo a rebrand. It felt more like a rebirth. I began building Financial Potential Wealth Management from the ground up–a refreshed vision, compliant structure, new website, and a targeted audience that resonated with faith-aligned investing.

I started getting more involved in the growing faith-aligned investing community. The new relationships I’ve made have provided me with even more conviction to keep forging this new path.

2025

From Traditional Advisor to Faith-Driven Firm

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We understand different individuals have different convictions and interpretations of scripture–and we’re here to support you without judgement as we work together to create your faith-driven financial strategy. 

Our advisors will present the financial approaches available for your consideration to ensure you are fully educated on your options to help you make informed decisions.

We practice “Avoid, Embrace, Engage” without judgement.

We’re not just another wealth management firm with a Christian label.

We’re here to change the conversation.
Here’s what makes working with us different:

Everything we do is designed to help our clients live fully and give freely without confusion about what matters most.

We exist to cultivate the most generous, faith based clients in the world.

While most financial firms focus solely on ROI as return on investment, we believe in a richer metric: return on impact. 

We help our clients focus on something far more meaningful–deep clarity, joyful generosity, and a relationship with their wealth that flows from walking closely with Christ.

We prioritize purpose over performance alone.

We prioritize purpose over performance alone.

Our clients don’t just want to grow their assets. They want to use them to honor God and His Kingdom. We support believers for eternal impact and generational legacy. 

We help clients transform from successful investors into faithful disciples.

While we utilize the same technology and tools as top-tier firms, we apply them through a biblical lens so we can help our clients make financial decisions that align with their faith.

We bring together cutting-edge strategy and biblical wisdom.

Our vision isn’t to manage the most money. It’s to connect the most faith-driven investors with opportunities to make Kingdom-aligned impact.

We are building a movement, not just a business.

Meet the Team

Kyle Bochat

Founder

Brock Boleman

Private Wealth Advisor

Eileen Gilliam

Client Services Manager

Natalie Agot

Client Service Associate

Kaley Shawley

Client Experience Manager

Kaley Shawley

Client Experience Manager

Experience a mission-driven, values-based financial partnership designed for individuals seeking peace and purpose

You don’t have to settle for success that leaves you feeling faithfully empty. Let’s build you a financial plan (and a legacy) that reflects the true meaning of what it means to be rich–one that’s measured not just by return on investment, but by return on impact.

Work with Us