Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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Jackie joined Stewardship Advisory Group in 2021 as the Financial Operations Project Manager for the advisors located in Texas. She has a degree in Management from the University of Texas at Arlington, and after college, she...
Matt joined Stewardship Advisory Group in 2009 as a Stewardship Coach after an introduction to Jeff by a mutual friend at Southwest Baptist Theological Seminary in Fort Worth. Matt has a desire to help clients to be better Stewards...
Ricky joined Stewardship Advisory Group in early 2017 as the Director of Financial Operations for the Texas advisors. Ricky oversees the Back Office operations, blending his many years of finance and accounting experience with the...
Tony is an Investment Advisor Representative with Stewardship Advisory Group, LLC where he helps people with their financial and retirement planning, estate planning, investments, and risk management. Tony has a passion for helping...