Meet the Team

At Steward Wealth Strategies, we employ a highly collaborative approach that fosters thoughtful decision-making and superior customer service. The value of that approach reminds us that the achievement of our mission relies not on a single individual, but on the combined talents of our entire team. Each Steward Wealth Strategies employee strives to embody the company core values of integrity, teamwork, empathy, stewardship, growth, purpose, and accountability. Our team includes six CERTIFIED FINANCIAL PLANNER® professionals. The CFP® Certification is the recognized standard of excellence in personal financial planning.

Wealth Managers

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

President | CERTIFIED FINANCIAL PLANNER® Professional
Certified Kingdom Advisor®

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 pup named Rosie. The boys attend Wake Christian Academy and when he's not in the office, you can find Brant at WCA sporting events or traveling with his family.

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

Please contact our office to schedule a meeting with Brant.

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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]

Schedule a meeting with Amy

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

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

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]

schedule a meeting with Dennis

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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]

schedule a meeting with Alex

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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 (Morrisville campus) and they have two young daughters.

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

Schedule a meeting with Brooke

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Graham Burke, CFP®, CKA®

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

Graham and his wife, Monica, are the proud parents of their daughter that they welcomed in 2023. Living in the Charlotte, NC region, Graham works out of the new Steward Wealth Strategies Charlotte office. Outside of work, Graham and Monica attend Forest Hill Church and enjoy all outdoor activities. Graham's main hobbies include golfing, fishing, and exploring new places with his family and two crazy dogs.

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

Schedule a meeting with Graham

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Service Team

Amy Bennett

Director of Client Service

Amy is a member of the Client Services Team. She 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 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]

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Shay Pond

Wealth Associate

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]

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Meredith Keever

Financial Paraplanner

Meredith, a Lake Norman native, is a member of the Client Services Team. She is a recent graduate of North Carolina State University’s Poole College of Management. Meredith enjoys reading a good book on her balcony and spending time with her family and friends. During football season, you can find Meredith cheering on the Wolfpack!

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

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Draven Sneed

Lead Client Service 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]

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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]

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Daniel Griffith, MBA

Client Service Associate

Daniel is a native of Pittsburgh, PA and is a member of the Client Services Team. He holds both a Bachelor’s degree and an MBA from Liberty University and is an avid sports fan. Daniel currently resides in Cary, NC and attends The Summit Church Blue Ridge Campus. When he's not at the office, you can most often find Daniel traveling, hiking, watching sports, or drinking coffee.

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

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Systems & Administration Team

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 attend Redeemer Community Church in Fuquay Varina. You can usually find Ryan at any Carolina Hurricanes game in Raleigh... although that may change after he and Amanda welcome their first child in April 2025!

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

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Leah Lemos

First Impressions Coordinator

Leah is a Lake Norman native, a graduate of NC State, and has a background in Social Work. Her hobbies include going to the gym, traveling, and spending time outdoors. Leah and her husband, Nate, married in 2023 and they worship at The Summit Church.

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

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Liz Page

Client Experience Coordinator

Liz is a Meredith College graduate and Arizona native. In her free time, she enjoys running, reading, and visiting new coffee shops. She and her fiancé, Jarred, attend Imago Dei Church in North Raleigh.

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

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Allison Pardue

Marketing & 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. She and her husband, Brett, spend their Sunday mornings in worship at Duke Chapel.

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

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Caroline Alford

Marketing & Communications Intern

Caroline is a senior at Meredith College where she majors in Marketing and minors in Data Science and Entrepreneurship. A Wendell native, she loves playing golf, skiing, reading thrillers, drinking coffee, and enjoying summer days. On Sundays, you can find Caroline at Central Baptist Church in Wendell where she often sings as a part of the worship team.

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

Not registered with Osaic Wealth, Inc.

When you access any of the links or websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Monday - Friday, 8 am - 5 pm

Phone: (919) 803-0035
Fax: (919) 803-2167
[email protected]

Raleigh Office

343 E Six Forks Rd, Suite 100, Raleigh, NC, 27609

Charlotte Office

15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277

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Securities, insurance, and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients. Dave Ramsey and the Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.

The Osaic Wealth Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA and WV.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Kingdom Advisors is a professional membership community that specializes in serving the investment needs of Christians. CKA® financial professionals incorporate biblical principles in the advice they give to their clients. The issuing organization is Kingdom Advisor, Inc.. Additional information is available at kingdomadvisors.com.

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