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Brian P
Series 65
Okemos, MI
Stewards Wealth Planning, LLC
Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.
Michael D
CFP®, Series 65
Okemos, MI
Stewards Wealth Planning, LLC
Michael Douglas is a CFP® with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC. He has been with Stewards Wealth Planning since 2015 and is also involved with LifePlan Financial Design Inc. as an insurance agent. Additionally, he has been associated with Mount Hope Church since 2003. Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm manages approximately $99 million across more than 600 client relationships and employs a combination of technical, seasonality, and fundamental analysis in its investment approach.
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