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Meet Our Team


For over 35 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every choice they make.

Schedule an appointment with our team to discover how you can live with the true freedom and contentment you were made to enjoy.

Stewardship Advisory Group LLC, Financial Planning Consultants, Ocoee, FL
Jeff Rogers

Jeff Rogers

Founder, Chairman and Chief Stewardship Officer

Scott Pletcher

Scott Pletcher

Chief Operating Officer

Cathy Rogers

Cathy Rogers

Licensing Coordinator

Don Purcell

Don Purcell

Stewardship Coach

Denise Pass

Denise Pass

Executive Assistant

Garrett Stevenson

Garrett Stevenson

Client Service Specialist

David Russo

David Russo

Stewardship Coach

Jim Grose

Jim Grose

Advisor

Bill Grose

Bill Grose

Advisor

Joe Morson

Joe Morson

Advisor

Craig Ackermann

Craig Ackermann

Advisor

Todd Ackermann

Todd Ackermann

Advisor

Tony Adkison

Tony Adkison

Financial Advisor

Matt Hight

Matt Hight

Financial Advisor

Ricky Taylor

Ricky Taylor

Director of Financial Operations

Stewardship Advisory Group, LLC

Office: 407-470-1405
Fax: 407-470-1411

885 Sedalia Street
Suite 102 Ocoee, FL 34761

Info@StewardshipAdvisory.com

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and United Planners Financial Services are not affiliated companies.

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