Jeff is a New Hampshire native who has lived in the Orlando area for over 20 years. He has an extensive background in Comprehensive Financial Planning, Wealth Management, Investments and Retirement Planning and a heart-felt focus in the specialized areas of Advanced Estate Planning, proactive Tax Planning and Charitable Giving. One of Jeff’s greatest joys is coaching individuals and families in the crafting of their Stewardship Legacy and helping them to invest their time, talents & treasures in the Kingdom through the ministries nearest and dearest to their hearts. Jeff loves being out in creation, boating on the lakes of Clermont and spending time in the woods hunting. Providing leadership in a number of ministries provides him a deep sense of fulfillment. Jeff and his wife Cathy also enjoy traveling.
Scott Pletcher Client Service Specialist
Scott joined the Stewardship Advisory Group team in May of 2005. Scott is our Client Service Specialist and is dedicated to providing concierge level service to our clients. His primary duties include: answering client questions regarding their accounts, providing assistance with making changes or updates to client's accounts and working closely with our clients and advisors to complete various forms and applications relative to opening new accounts. Scott previously served for many years as the Office Manager and Creative Director for the Christian Stewardship Association in Indianapolis, Indiana. Scott lives in Clermont with his wife Julie and two daughters, Hayley and Reagan.
Mark Mattingly Client Development Specialist
Mark’s extensive experience in marketing for Christian organizations allows him to develop strong client relationships for Stewardship Advisory Group. His unique style will allow you to feel comfortable in learning more about how we can serve you best. As our Client Development Specialist, he supports Stewardship Advisory Group in several capacities, most prominently in coordinating Jeff’s schedule. Mark earned his Master’s Degree from Oklahoma State University and enjoys technology and playing sports. Mark is also the Founder of WorshipConsulting.com and enjoys doing Worship Workshops and leading Worship. Mark lives with his wife, Tonya, in Minneola with their son, Tyler.
Cathy Rogers Licensing Coordinator
Cathy serves as our Licensing Coordinator. Cathy fulfills the task of managing the licensing requirements of Jeff and our affiliated Advisors. (We are currently licensed in around 40 different States!). Cathy, Jeff’s wife, also assists Jeff with many tasks so that he can take good care of you, our Clients! She has worked with him for over 20 years. She actively serves in their church on the hospitality team and enjoys spending time with her husband, family, friends, cats, going to Christian concerts, boating and entertaining.
Teresa Malone Administrative Assistant
Teresa was born and raised in Atlanta, Georgia and moved to Florida in 2003. Teresa brings 15 years of executive assistance experience and over five years of office manager experience. Teresa was referred highly by her pastors and Stewardship Advisory Group comes highly recommended by their church leadership as well. Her capacity to provide high quality support brings a positive influence and attitude to the team. As our “Director of First Impressions”, she will be the first person you meet when you come to our office! She lives in Davenport with her husband Brian and daughter Cheyenne and loves golfing with them. Her family loves pets and they have two beautiful Boxers, a Shih Tzu and one black cat.
