Kit Lancaster CFP^®, AWMA

Financial Planner & Wealth Management Advisor

Phone: 312-858-8934
Email Kit

I’m Kit Lancaster, a dedicated father, husband and financial planner based in the vibrant city of Chicago. As a proud father of two wonderful children, Nick (7) and Kate (10), I understand the challenges, opportunities and overwhelming number of life and financial choices facing individuals, professional and their families When I’m not listening to clients and creating a space to discuss and their financial questions, concerns and observations, I enjoy running, cycling, and following Formula One racing, hobbies that keep me active and motivated.

Together with my amazing wife, Leann, we have spent the past 15 years exploring the world. From the historic charm of Florence and Rome to the bustling streets of Tokyo and Kyoto, we’ve experienced diverse cultures, unique places and lifestyles. We’ve also enjoyed the Scandinavian vibes of Copenhagen, Stockholm, and Oslo, and explored the iconic sights of London. Closer to home, we’ve relished the local flavors of Traverse City, Michigan, the beauty of Hilton Head, South Carolina, and the serene landscapes of Grand Lake, Colorado.

Our travels have been more than just vacations; they’ve been opportunities to learn and grow. We’ve had the opportunity to embraced new foods, met fascinating people, and discovered different ways of living. Each journey has enriched our lives with fresh perspectives and invaluable lessons.

My professional journey began in the Army, where I served as a Field Artillery officer and deployed twice in support of Operation Iraqi Freedom. The leadership, communication and strategic skills I developed during my service have been instrumental in my career as a financial planner.

In 2011, I transitioned to financial advising, driven by my passion for finance and desire to empower and educate those seeking to make the most of their finances. I earned my Certified Financial Planner designation in 2016, and started to observe an unmet need for financial planning. 

In 2018, I founded Sterling Edge Financial, a firm dedicated to offering a welcoming space where clients can openly discuss their financial situations. We explore experiences, aspirations, challenges, and opportunities, helping you navigate complex financial decisions and uncover options you might not have known existed.

I understand the unique challenges faced by those striving to improve their finances. Whether you’re getting started, getting married, starting a family or need help taking care of your parents.  There are many of financial questions and conversations we can help you navigate.  Questions and financial questions beyond just investing and insurance.

Additional services we provide include:  planning for retirement, managing investments, cash strategies, employee benefit strategies, insurance strategies, tax strategies, estate planning strategies, accountability and goal tracking. 

Let’s work together to create a secure and prosperous future for you and your family. Welcome to Sterling Edge Financial, where your financial success is our mission.

Quick Credentials:

• CERTIFIED FINANCIAL PLANNER™ professional
• Completed Chicago Marathon twice
• 5x Cycling Century rider (including 3x Hotter Than Hell 100)