Broker Check

Team

AS AN INDEPENDENT GROUP OF ADVISORS, WITH STEWARDSHIP ADVISORY GROUP LLC, OUR LOYALTIES LIE WITH YOU. We are not preoccupied by allegiances to mutual funds companies, brokerage firms, insurance companies or other financial institutions. We have access to excellent independent research and state-of-the-art technologies, while offering a compelling value proposition and superior personal service. We are here to encourage and guide you through intentional financial decisions to make a powerful impact on the world.


 
INNOVATIVE. With ambitious objectives for clients in mind, I inspire colleagues and clients to embrace innovative strategies. I leverage my expertise and creativity to resourcefully help clients simplify complex financial issues and...

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CFP, CRPC and CIMA Certified. Verify my certifications here. DISCIPLINED. I approach each action with a clearly defined plan for implementation to strive to minimize problems and maximize results. My attention to detail and disciplined...

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DEDICATED. My goal is to help current and new clients solve their risk management needs through understanding, educating, counseling, and implementation of Life, Disability, and Long Term Care Insurance solutions. We serve families,...

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RESPONSIBLE. I am thorough and devoted to the common mission. I do what I have promised. I believe in integrity, and I make it a priority to be dependable so that my co-workers and my clients know they can count on me to follow through...

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LOYAL. I make a personal commitment to the people I care about, including my family, my company, and my clients. I want to give all that I have to offer through my time, service and prayers in order for them to be successful.

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