COVID-19 Update: Our clients’ health and well-being is of the utmost importance and concern to our team. We will be operating normal business hours unless noted and we are committed to returning calls/emails as soon as possible. Any meetings requested/scheduled can be conducted via conference call or virtually via Zoom. Please call our office with any questions or more information.

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, passion, empathy, stewardship, growth, purpose, and accountability. Our team includes four Certified Financial Planners®. The CFP® Certification is the recognized standard of excellence in personal financial planning.

Brant Spesshardt, CFP®, CKA®

President | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
RamseyTrusted SmartVestor Pro

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, a sweet pup named Rosie, and are active members of Garner United Methodist Church. The boys attend Wake Christian Academy and he coaches them in various sports.

Phone: (919) 803-0035
Email: Brant@Steward-Wealth.com

Please contact Megan Pennington in our office to schedule a meeting with Brant.

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, CLTC, CKA®

Wealth Manager | Certification in Long-Term Care
Certified Kingdom Advisor®
RamseyTrusted SmartVestor Pro

Alex is nearing 30 years of serving clients’ insurance and financial needs. He and his wonderful wife Peggy have four grown children, four 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.

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.

Dennis Bohm, CFP®, CKA®

Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
RamseyTrusted SmartVestor Pro

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 two young sons and their Westie, Bailey.

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.

Matt Foushee, CPFATM, AAMS®, CKA®

Wealth Manager | Certified Plan Fiduciary Advisor
Accredited Asset Management Specialist
Certified Kingdom Advisor®

Matt, his wife Kristy, their daughter and son, are members of Garner United Methodist Church. Between the kids’ Upward Sports games, Matt is busy running the softball diamond for the GUMC Team.

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.

Chris Musick, CFP®, CKA®

Director of Financial Planning
Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®

Chris and his wife, Heather, are proud parents of their young son and daughter. They are active members of New Hope Church and he knows Chick-fil-A’s Secret Menu items…but he says you can only order them on Sundays.

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.

Amy Welborn, CFP®, AAMS®, CKA®

Wealth Manager | CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist
Certified Kingdom Advisor®

Amy is a Winston-Salem native and graduate of Meredith College. She and her husband Micah are members of Hope Community Church (Apex Campus). They enjoy exploring new parts of the Triangle with their Golden Retriever, Paisley.

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

Office Manager | Marketing & Outreach

Born and raised in Raleigh, Allison was excited to return "home" after living and working for a few years in the Northeast. She and her husband Brett worship at Rolesville Baptist Church where Brett serves as the Minister of Music & Outreach. You can find Allison and Brett hanging out with friends on the weekends and their Pomeranian, Piper, is usually with them too.

Phone: (919) 803-0035
Email: allison@steward-wealth.com
Not registered with FSC Securities Corporation.

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.

Brooke Seybuck

Lead Client Services Associate

Brooke is part of the Client Services Team and is a veteran FPU coordinator. She and her husband, Matt, are members of Hope Community Church (Morrisville campus) and their sweet cat Felicity welcomed their first child in the Fall of 2021.

Phone: (919) 803-0035
Email: Brooke@Steward-Wealth.com
Not registered with FSC Securities Corporation.

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.

Ryan Helder

Client Services Associate

Ryan is a member of the Client Services Team and a graduate of UNC-Charlotte. Ryan and his wife, Amanda, attend Hosea Church in downtown Raleigh. You can usually find Ryan at any Carolina Hurricanes game (or at Chick-fil-A).

Phone: (919) 803-0035
Email: Ryan@Steward-Wealth.com
Not registered with FSC Securities Corporation.

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.

Amy Bennett

Client Services Associate

Amy is the newest 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 cheering for the Tar Heels during basketball season and spending time with Bart and their two-year-old daughter. Amy resides in Wake Forest and attends Woodland Baptist Church.

Phone: (919) 803-0035
Email: AmyBennett@Steward-Wealth.com
Not registered with FSC Securities Corporation.

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.

Kim Kittler

Director of Business Development

Kim coordinates client events and is the relationship manager for prospective clients of the firm. She and her husband Steve have four sons and will be empty-nesters in the near future. In her spare time, you can find Kim volunteering at Saving Grace Animal Rescue in Wake Forest which is where she adopted her sweet pup, Lewie.

Phone: (919) 803-0035
Email: Kim@Steward-Wealth.com
Not registered with FSC Securities Corporation.

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.

Megan Pennington

Client Services Associate | Concierge

A Florida native, Megan is the conductor of the office and coordinates meeting appointments. She, her husband Kevin, and daughter Blair worship at Millbrook United Methodist Church. Megan is an avid blood donor and a dog-mom to her sweet mini Aussie, Reese.

Phone: (919) 803-0035
Email: Megan@Steward-Wealth.com
Not registered with FSC Securities Corporation.

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.

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