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 five CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® Certification is the recognized standard of excellence in personal financial planning.
Client Service Team
Operations & Office Administration
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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 Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.
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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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