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Leanne F

Series 66

Mount Joy, PA

Stewardship Advisors, LLC

Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Mark B

CFP®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Mark Brinser is a CFP® professional with 18 years of industry experience, currently serving at Stewardship Advisors, LLC since 2011. His prior experience includes roles at Cambridge Investment Research, INC and Private Client Services, LLC. Outside of his advisory work, he is involved as an independent insurance agent with various companies and participates as a partner in Freedom Offices, a real estate venture. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management services. The firm’s approach centers on strategic asset allocation using ETFs and mutual funds, blending fundamental and technical analysis, and includes offerings such as a values-based ESG portfolio and complimentary public educational workshops.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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John S

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

John Simkins is a financial advisor at Stewardship Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, LLC and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Elizabethtown Mennonite Church teaching Sunday school and serves as a board member for No Longer Alone Ministries. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, manages accounts on discretionary and nondiscretionary bases, and provides complimentary public workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Logan K

CFP®, Series 63

Mount Joy, PA

Stewardship Advisors, LLC

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Zachary D

Series 66

Mount Joy, PA

Stewardship Advisors, LLC

Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Thomas T

CFP®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. Prior to that, he was with Cambridge Investment Research Advisors from 2014 to 2016. He is a board member of ServingLeaders Ministries, a nonprofit organization, where he contributes approximately 30 hours annually. Stewardship Advisors, LLC is a nine-advisor team that provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation using ETFs and mutual funds, with a values-based ESG portfolio option and offers complimentary public workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Benjamin W

CFP®

Mount Joy, PA

Stewardship Advisors, LLC

Benjamin Writer is a CFP® professional with Stewardship Advisors, LLC in Mount Joy, PA. He has been with the firm since 2021 and previously operated a lawn care business for seven years. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets for individuals, businesses, charitable organizations, and retirement plan sponsors. The firm focuses on strategic asset allocation using ETFs and mutual funds, combining fundamental and technical analysis, and offers services including financial planning, investment consultation, and portfolio management.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Jay K

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Wilbur S

CFP®, ChFC®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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