Meet Jay

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Jay Peroni, renowned financial advisor and author of The Faith-Based Millionaire and The Faith-Based Investor, is well versed on the subject of “Faith-Based Investing.” As Founder of, Jay is passionate about helping people incorporate their faith into their financial lives.

While faith-and-ethics-based people and groups lobby and stand up for what they believe in, they often inadvertently support the very interests they try to combat… by giving them their money! This trickles down into how we all manage and use our money. Jay shares his financial wisdom and principles to show us how our faith and beliefs can unlock wealth… or cause poverty… in our lives.

“How to Unlock Wealth by Placing Principles Before Profits” is not just his book’s subtitle or his tagline… it’s his heart’s endeavor. Let him deliver his sharp financial guidance to you with wit, compassion, and truth.

Jay has been featured in the national spotlight including, ABCNews, FTMDaily, Benzinga, StreetAuthority, Financial Planning magazine,, FamilyNet TV, and a host of other online, radio, and TV programs. Jay consistently speaks with Church and ministry groups all over the country and would love to speak at your next event – whether it’s for a keynote speech or a full day seminar, he can craft a timely, passion filled message customized to your audience.

Jay graduated with a Bachelor of Arts in economics and marketing from Assumption College and a Master of Science in personal financial planning from Bentley College. He is a Certified Financial Planner professional (CFP).With more than twenty years experience in the financial services industry, Jay values education as a way to promote professional excellence. He hosts Rethink Wealth, a weekly internet radio show and has an active bi-weekly blog dedicated to faith related trends in the world of finance. He has served as a speaker for the last decade and given presentations to various industry, church, and civic programs.

Meet Matt

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Matt Spangler
President and Portfolio Manager

Matt graduated from Oklahoma Baptist University with a BBA in management. He has been in the financial services industry since 1999. For over 10 years he was associated with a large, national financial services company where he provided investment, insurance and financial planning advice to clients. Since 2010, Matt has focused on active money management, utilizing tactical trading strategies. He currently serves as President and Portfolio Manager and oversees the daily execution of SRG’s fixed income models for clients and institutions. Matt also serves on the Board of Directors for the National Association of Active Investment Managers. He and his wife, Jamie, reside in Edmond, OK with their four wonderful children and are members of NW Church.