Overland Park, KS logo

Overland Park, KS Office

Team
Updated today

Client AUM

$284,618,866

Clients

190

Advisors

8

Of 9 advisors across 2 offices

Location

9101 W. 110th St., Suite 150

Overland Park KS 66210

Advisors at this office

8

Advisors at this office

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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Joshua S

CFP®, Series 65

Overland Park, KS

Sound Stewardship, LLC

Joshua Spradling is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Sound Stewardship, LLC since 2020 and previously was with Waddell & Reed, Inc. from 2018 to 2020. His background also 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 by providing comprehensive financial planning and discretionary investment management. The firm builds customized, in-house portfolios emphasizing tax-efficient ETFs and portfolio overlays, offers biblically and socially responsible investment options, and provides educational seminars and public speaking workshops.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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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.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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