Team profile


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Investment Management
  • Small Business
  • Tax Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies

Community participation

We believe being a good steward means we should give generously, both of our time and our money. Even in the richest country in the world, there are people all around us who have fallen on hard times. For Stewardship Financial Services, we believe it is our responsibility to do our part to help those who have found themselves in a tough spot.

Over the years, we’ve supported a number of charities simply so that we can play our role in serving those in need. Currently, we are working with the following organizations and invite you to check out these and other organizations in your area if you are looking for a way to bless others.