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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® with 18 years of experience in the financial services industry. He is affiliated with Stewardship Advisors, LLC, where he has worked since 2011. His prior roles include positions at Private Client Services, LLC and Concourse Financial Group Securities, Inc. In addition to his advisory work, he serves as an independent insurance agent for various companies. Stewardship Advisors, LLC serves a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, and offers 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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John S

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

John Simkins is a financial advisor with Stewardship Advisors, LLC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Private Client Services, LLC, Cambridge Investment Research Advisors, and Concourse Financial Group Securities, Inc. Simkins serves as a Sunday school teacher and middle school youth mentor at Elizabethtown Mennonite Church, chairs its building finance committee, and is a board member of No Longer Alone Ministries. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a team-based approach emphasizing strategic asset allocation primarily using ETFs and mutual funds, with services including public educational workshops and values-based ESG portfolio options.

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 with Stewardship Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Stewardship Advisors since 2015 and previously spent two years with Private Client Services LLC. Stewardship Advisors 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 and offers 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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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. His prior experience includes roles at Cambridge Investment Research Advisors, Ronald Blue & Co., Equitable Advisors, and Faithward Advisors, LLC. He serves as a board member for ServingLeaders Ministries, a nonprofit organization. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in client assets. The firm provides financial planning, investment consultation, and portfolio management to individuals, businesses, charitable organizations, and retirement plan sponsors, employing a strategic asset allocation approach that includes ESG portfolios and offers complimentary public workshops on 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 40 years of industry experience. He has been with Stewardship Advisors, LLC since 2011 and previously worked at Concourse Financial Group Securities, Inc. from 2006 to 2011. Outside of his advisory role, Shertzer serves as treasurer of Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation primarily using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts 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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