Our Staff
Rick Wheeler
Executive Director/Treasurer
(January 2020 - Present)
A fourth-generation Florida native, Rick has lived nearly all of his life in the sunshine state. In addition to serving eight years in the banking industry, Rick has over twenty years of experience in church and denominational leadership serving on staff at Mandarin Baptist Church in Jacksonville, The Florida Baptist Convention and most recently as the Lead Missional Strategist of the Jacksonville Baptist Association. In addition he has provided leadership to several non-profit boards as well as the Executive Committee of the Southern Baptist Convention. Rick holds a BBA in Finance from the University of North Florida and both a Master of Arts and Ed.D. from the Southern Baptist Theological Seminary. In addition to serving as President/CEO of Florida Baptist Financial Services, Rick serves as Executive Director of Florida Baptist Foundation and President of Florida Baptist Retirement Centers, Inc. and Church Growth Investment Fund, Inc.
R. Michael Morgan, CFP®, CKA®
Vice President, Investments and Planned Giving Administrator
(August 2002 - Present)
Mike is a financial professional, engaging and helping people in all areas of planning. It has been both his career and his ministry for the last 38 years. He earned his BBA in Business Administration from the University of Central Florida and has gone on to earn many designations and certifications in the financial services arena. Mike is both a CERTIFIED FINANCIAL PLANNER ™ and a Certified Kingdom Advisor®. He has served in many organizational positions on both church and ministry boards. Mike is a Florida native born in Rockledge, FL, currently living in Jacksonville, FL with his wife, Lori. They are active members of Chets Creek Church and have two married children and are blessed with six grandchildren.
Mike is passionate about teaching and coaching others in the biblical principles of stewardship. He has served as a National seminar instructor and a Coach Trainer with Christian Financial Concepts and Crown Financial Ministries and led numerous workshops and classes in churches over the years. Mike has had the privilege of coaching many individuals and couples in the areas of managing money from a biblical perspective. Mike feels that one of the most honorable conversations to have with Christians is talking about the legacy they will leave for future generations.
Kurt Lenhoff
Director of Church Finance
(June 2020 - Present)
A Florida native, Kurt lived in several other states before returning home. He spent more than eighteen years in the financial services industry including eleven years in wealth management as a Vice President and four years as a commercial banker. In addition to his marketplace experience, he has over fourteen years of ministry experience serving as the pastor of three churches and the Stewardship Catalyst of the Northwest Baptist Foundation. Kurt’s passion is promoting the art of celebrating God’s glory with all that He gives churches and individuals.
David Lopez
South Florida
Church & Client Relations Representative
(November 2020 - Present)
Serving churches throughout the South Florida region, David draws from his experience as a pastor, IMB missionary, and being a non-profit leader to bring a wealth of relational skills and strengths to help churhces fund their ministries through building discipling cultures of generosity.
David Russo
Central Florida
Church & Client Relations Representative
(January 2021 - Present)
Born and raised in Orlando, David serves churches throughout Central Florida. With a diverse business, financial planning and stewardship coaching ministry background, David’s desire is for churches and individuals to plan well and grow in biblical stewardship of finances, talents and resources while discoving the joy of generous giving. A graduate of Samford University, David began in healthcare administration and government relations and then in 1995 made a career change to work in financial services. David has 28 years of business and financial planning experience with the last ten years working as an Independent Financial Advisor. David is married with four children living in Ocoee, FL and is a member of First Baptist Orlando where he serves as volunteer ministry leader for stewardship education and coaching.
Audrey Barbour
Director of Accounting
(August 2019 - Present)
Audrey is responsible for the financial area of the Foundation which basically falls into two categories - the financial operations of the Foundation and financial administration of the trusts and investments that are held by the Foundation.
Lisa Cox
Administrative Assistant
(October 2004 - Present)
Lisa serves as the receptionist and administrative assistant for the Florida Baptist Foundation. She works with the staff in various office functions.
Lisa Freeland
Financial Administrative Assistant
(March 2017 - Present)
Lisa assists CGIF investment clients with their accounts. She answers client's questions and performs transactions on their accounts. Lisa also works with payment processing on our church loans.
Paula Rentz
Financial Assistant - Accounting
(October 1999 - Present)
Paula assists the Director of Accounting in all matters relative to the financial and fiscal affairs of the Foundation. She prepares trust transactions as well as the distributions to our beneficiaries.