Brant Spesshardt, CFP®, CKA®, CTS™ Ramsey SmartVestor Pro

President | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®
Certified Tax Specialist™

Brant is the founder and President of Steward Wealth Strategies and a charter member of Dave Ramsey’s Investing Council. He and his wife, Heather, have three sons and a sweet goldendoodle named Rosie and they worship at Quest Fellowship. Their oldest attends Liberty University and the other two attend Wake Christian Academy. When he's not in the office, you can find Brant supporting WCA sporting events and his sons' musical talents. Their family enjoys traveling (they've been to 49 states and counting) and spending time at the beach. 

Phone: (919) 803-0035
Email: [email protected]

Please contact our office to schedule a meeting with Brant.

Amy Welborn, CFP®, CKA®, AAMS®, BFA™, Ramsey SmartVestor Pro

Vice President | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®
Behavioral Financial Advisor™
Accredited Asset Management Specialist®

Amy is a Winston-Salem native and a proud graduate of Meredith College. She and her husband, Micah, live in Wake Forest and attend Summit Church in Raleigh. Outside the office, Amy stays busy keeping up with her energetic toddler and two Golden Retrievers. She and her family love traveling, cooking, enjoying long walks, and cheering on their favorite sports teams—especially Braves baseball.

Phone: (919) 803-0035
Email: [email protected]

Dennis Bohm, CFP®, CKA®, BFA™, CTS™ Ramsey SmartVestor Pro

Director of Wealth Management | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®
Behavioral Financial Advisor™
Certified Tax Specialist™

Dennis is a Dave Ramsey SmartVestor Pro and a veteran Krispy Kreme Challenge finisher. He and his wife, Kim, are members of The Summit Church (Capital Hills campus) and spend their time keeping up with their three young sons and their Westie, Bailey.

Phone: (919) 803-0035
Email: [email protected]

N. Alex Townsend, III, MBA, CKA®, CLTC®

Wealth Manager | Certified Kingdom Advisor®
Certification in Long Term Care

Alex has over 30 years of serving clients’ insurance and financial needs. He and his wonderful wife Peggy have four grown children, seven grandchildren (and expanding), and three furry “kids” at home. They worship at Trinity Baptist Church. Alex is a current member and past president of Crabtree Rotary Club.

Phone: (919) 803-0035
Email: [email protected]

Brooke Seybuck, CFP®, CKA®, CTS™

Wealth Manager | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®
Certified Tax Specialist™

Brooke is a UNC-Chapel Hill graduate and a veteran Financial Peace University coordinator. She and her husband, Matt, are residents of Apex and members of Hope Community Church and they have two young daughters.

Phone: (919) 803-0035
Email: [email protected]

Graham Burke, CFP®, CKA®

Wealth Manager | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®

Graham works out of the Steward Wealth Strategies Charlotte office. He and his wife, Monica, reside in Waxhaw, NC and attend Forest Hill Church. They are the proud parents of 2 young children and 2 crazy dogs. Graham enjoys cheering on the UNC Tarheels, playing golf, and exploring new places with his family.

Phone: (919) 803-0035
Email: [email protected]

Amy Bennett

Director of Client Service

Amy is a Dave Ramsey Master Financial Coach and a graduate of UNC Chapel Hill's Kenan-Flagler Business School. When she's not at the office, you can find her gardening and spending time with Bart and their daughter as well as cheering for the Tar Heels during basketball season. Amy resides in Wake Forest and attends Woodland Baptist Church.

Phone: (919) 803-0035
Email: [email protected]

Shay Pond, CFP®

Wealth Associate | CERTIFIED FINANCIAL PLANNER® Professional

Shay is a native of Ohio City, Ohio, and a graduate of Ohio State University. He and his wife, Ruth, are residents of Raleigh and attend Summit Church (Brier Creek campus). When he's not in the office, Shay can be found spending time with his wife, and 2 young children. His favorite hobbies are golfing and fishing, and you'll find him on game days rooting for OSU or the Cincinnati Bengals.

Phone: (919) 803-0035
Email: [email protected]

Draven Sneed

Wealth Associate

Draven is a graduate of North Carolina State University and a U.S. Army Veteran. He and his wife, Mary Catherine, enjoy traveling and spending time with their pet rabbit, Winston. In Draven's free time, you can find him playing professional cornhole all over the country.  He and Mary Catherine welcomed their daughter, Stella, in December 2023.

Phone: (919) 803-0035
Email: [email protected]

Meredith Keever

Financial Paraplanner

Originally from Lake Norman, Meredith is a proud graduate of North Carolina State University and now lives in Raleigh, NC. Outside of work, she enjoys exploring new places, getting lost in a good book, and staying active through group fitness classes and long walks. She values a healthy work-life balance and makes it a priority to spend meaningful time with family and friends. Meredith also loves live music and sporting events, and during football season, she’s always cheering on the Wolfpack!

Phone: (919) 803-0035
Email: [email protected]

Drew Applequist, MBA

Client Service Associate

Drew is a Garner, NC native and currently resides in Willow Spring with his wife Linda. He holds both a Bachelors degree and an MBA from Liberty University and is an avid outdoorsman. When he's not at the office, you can most often find Drew fishing, playing sports, or cheering on any Pittsburgh sports teams—Go Penguins and Steelers! He and Linda worship at Mid-Way Baptist Church on Sunday mornings.

Phone: (919) 803-0035
Email: [email protected]

Daniel Griffith, MBA

Client Service Associate

Daniel is a graduate of Liberty University and currently resides in Cary, NC. He and his fiancé, Sawyer, enjoy traveling, drinking coffee, and hanging out with friends. Daniel attends Summit Church where he loves to volunteer with Summit Students on the weekends. On a nice day you will find Daniel on one of the pickleball courts around Raleigh. 

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Megan Yadusky

Client Service Associate

Megan was born in Wilmington, NC, raised in Apex, and is a proud graduate of the University of North Carolina at Wilmington. Now living in Downtown Cary, she is an active member of Apex Baptist Church, where she volunteers with the student ministry and co-leads a group of 9th grade girls. Outside the office, Megan can often be found playing pickleball, exploring new restaurants, or hosting friends for Bible study, game nights, or dinner parties. With a heart for hospitality and a passion for people, Megan loves creating spaces where others feel welcomed and known.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Mason Chestang

Client Service Associate

Mason is a native of Semmes, Alabama, and a graduate of The University of Southern Mississippi. He enjoys spending time outdoors with his fiancée, Maddie, especially hunting and grilling. A dedicated Alabama Crimson Tide fan, Mason also volunteers regularly at Destination Community Church.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Delaney House

Client Service Associate

Delaney grew up in Hagerstown, MD and decided to step out of her comfort zone and attend East Carolina University. Upon graduating with her Hospitality Management degree, she moved to Knightdale, NC and is enjoying the Raleigh area. When she's not working, she enjoys going on walks, biking, reading a good thriller, and spending time with her 2 cats. Delaney is part of Central Church's Central ALIVE group and enjoys attending Sunday services there.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Jacob Mejan

Client Service Associate

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Ryan Helder, CFP®

Innovation & IT Specialist | CERTIFIED FINANCIAL PLANNER® Professional

Ryan has spent his whole life as a North Carolina resident, growing up in Clayton and receiving his Bachelor's degree from the University of Charlotte. Ryan and his wife, Amanda, currently live in Willow Spring and welcomed their son, Warren, in April 2025. They attend Redeemer Community Church in Fuquay Varina, and you can usually find Ryan at any Carolina Hurricanes game in Raleigh.

Phone: (919) 803-0035
Email: [email protected]

Leah Lemos

First Impressions Coordinator

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Bethany Lawson

Firm Administrator

Bethany, a native to Raleigh, is a member of our Systems and Administrative team. Bethany and her husband Jason are members of Highland Baptist church. On Sunday mornings you can find them volunteering in the Children's Ministry. Bethany is also the leader of the Women's Ministry group at Highland. They have two young children and two fur babies. 

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Liz Green

Client Experience Coordinator

Liz, an Arizona native, graduated from Meredith College with a B.A. in Psychology. After years of teaching, she found Steward Wealth and loved their faith-based aspect. When you see Liz in the office she will most likely talk to you about her strong passion for health and wellness. Outside of work, she enjoys watching sports (Go Hokies!), cherishes quality time with her husband, and spending time with friends and family. Liz and her husband Jarred worship at Imago Dei Church in North Raleigh.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Allison Pardue

Event Coordinator

Allison, a Raleigh native, is excited to be back home after living in the Northeast. Allison serves on the Board of ACIM, a food bank supporting greater Granville County, and, outside of work, she enjoys needlepointing, playing Mahjong, and finding the best treasures at estate sales. On weekends, she and Brett spend time with friends and their Pomeranian, Piper. They spend their Sunday mornings in worship at Duke Chapel.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.

Caroline Alford

Marketing & Communications Coordinator

Caroline is a recent graduate of Meredith College who first joined Steward Wealth Strategies as an intern before stepping into her full-time role. A Wendell native, she enjoys playing golf, skiing, reading thrillers, and spending sunny afternoons with an iced coffee in hand. On Sundays, you’ll find her at Central Baptist Church in Wendell, where she serves on the worship team.

Phone: (919) 803-0035
Email: [email protected]

Not registered with Osaic Wealth, Inc.