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Kristin S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Kristin Schroeder is a CFP® with eight years of industry experience, currently serving as an advisor at Sound Stewardship, LLC. She has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, and operated Fruitful Stewardship LLC. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, educational seminars, and rigorous account oversight practices.
Joshua S
CFP®, Series 65
Overland Park, KS
Sound Stewardship, LLC
Joshua Spradling is a CFP® professional with eight years of industry experience. He has been with Sound Stewardship, LLC since 2020 and previously worked at Waddell & Reed, Inc. from 2018 to 2020. His background includes service in the Army National Guard from 2012 to 2018. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers a range of service models, builds customized portfolios focused on tax-efficient ETFs and portfolio overlays, and provides biblically and socially responsible investment options.
Matthew S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.
Ambra L
Series 65
Overland Park, KS
Sound Stewardship, LLC
Ambra Leibach is a financial advisor with Sound Stewardship, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Sound Stewardship since 2008. Sound Stewardship serves individual and high-net-worth clients with comprehensive financial planning and wealth management, offering customized portfolios guided by client objectives and Investment Policy Statements. The firm emphasizes tax-efficient ETFs, in-house portfolio management, and provides educational seminars and Biblically Responsible and Socially Responsible investment options.
Derek H
Series 65
Overland Park, KS
Sound Stewardship, LLC
Derek Hensley is a financial advisor at Sound Stewardship, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Sound Stewardship since 2015. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios using asset allocation, fundamental and quantitative analysis, and offers both biblically responsible and socially responsible investment options, along with educational seminars and public-speaking workshops.
Joel R
CFP®, Series 65
Overland Park, KS
Sound Stewardship, LLC
Joel Reimer is a CFP® with 12 years of industry experience, currently serving at Sound Stewardship, LLC since 2013. He holds a Series 65 license and is based in Overland Park, KS. Sound Stewardship, LLC provides comprehensive financial planning and wealth management to individual and high-net-worth clients, utilizing a service model focused on annual planning, discretionary portfolio management, and periodic reviews. The firm implements customized portfolios guided by client objectives and emphasizes tax-efficient strategies, educational seminars, and Biblically and Socially Responsible investment options.
Benjamin B
Series 65
Lincoln, NE
Sound Stewardship, LLC
Benjamin Buethe is a financial advisor at Sound Stewardship, LLC in Lincoln, Nebraska, holding a Series 65 credential with five years of industry experience. Prior to joining Sound Stewardship in 2021, he worked at Anderson Auto Group and Nebraska Book Company and operated his own advisory business from 2014 to 2020. Sound Stewardship serves individual and high-net-worth clients, as well as trusts, charitable organizations, and business owners, offering comprehensive financial planning and discretionary investment management. The firm builds customized portfolios with an emphasis on tax-efficient ETFs and offers biblically and socially responsible investing options alongside educational seminars and public-speaking workshops.
Jonathan H
CFP®
Overland Park, KS
Sound Stewardship, LLC
Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.
Jordan S
CFP®
Overland Park, KS
Sound Stewardship, LLC
Jordan Smith is a CFP® professional with five years of experience at Sound Stewardship, LLC. Prior to joining the firm in 2021, he worked for eScreen, Inc. for ten years. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers customized portfolios, tax-efficient ETFs, and portfolio overlays, along with educational seminars and public-speaking workshops.
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