Kit Lancaster
More About Me
Meet Kit Lancaster
Hi, I’m Kit Lancaster, a proud husband, father, and Certified Financial Planner® (CFP®) based in the heart of Chicago. I’m the father of two amazing kids, Nick (7) and Kate (10), and I understand the many challenges, opportunities, and decisions families face when it comes to finances and life. When I’m not helping clients navigate their financial journeys, you’ll find me enjoying my favorite pastimes: running, cycling, and following Formula One racing: passions that keep me energized and inspired.
A Life of Exploration
My wife Leann and I have spent the past 15 years traveling the globe together. Our adventures have taken us to the timeless streets of Florence and Rome, the dynamic energy of Tokyo and Kyoto, and the sleek modernism of Copenhagen, Stockholm, and Oslo. We’ve strolled through London’s iconic landmarks and soaked up the local charm of Traverse City, Michigan, Hilton Head, South Carolina, and Grand Lake, Colorado. For us, travel is more than sightseeing. It’s about experiencing new cultures, meeting fascinating people, trying incredible food, and gaining fresh perspectives. Every journey has brought us new lessons and unforgettable memories.
From Service to Strategy
My professional journey began in the U.S. Army, where I served as a Field Artillery Officer and completed two deployments in support of Operation Iraqi Freedom. That experience built the foundation for my leadership, communication, and strategic thinking, all of which I bring to my work as a financial planner.In 2011, I made the transition into financial advising, driven by a deep interest in finance and a passion for helping others. I earned the Certified Financial Planner™ (CFP®) designation in 2016 and noticed a significant gap in comprehensive financial guidance for individuals and families.
Founding Sterling Edge Financial
In 2018, I founded Sterling Edge Financial with a simple yet powerful mission: to create a space where clients feel comfortable discussing their finances openly. At our firm, we explore your life experiences, aspirations, and challenges to help you uncover solutions that align with your goals, even those you might not have known existed. We don’t just talk about money; we talk about life, marriage, family, caring for aging parents, starting over, planning for retirement, and all the financial decisions that come with it.
Services We Offer
We provide personalized financial planning solutions including:
- Retirement planning
- Investment management
- Cash flow strategies
- Employee benefit strategies
- Insurance planning
- Tax-efficient strategies
- Estate planning
- Accountability & goal tracking
Let’s Connect
At Sterling Edge Financial, your success is our mission. Whether you’re just starting out or looking to refine your financial plan, we’re here to help you navigate life’s complexities and create a more secure future. Let’s work together to build a financial life you’re proud of.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CT, CO, FL, ID,IL, IN, KS, MA, MD, MI, MN, MO, NC, NM, NY, OH, OK, PA, TN, TX, WA and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registeredi nvestment Advisor. Fixed insurance offered through James K. Lancaster. Cambridge and Sterling Edge Financial are not affiliated. Cambridge does not offer tax advice. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Edge Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.