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Meet Our Team

Client Centered

For over 40 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 is an SEC Registered Investment Advisor and serves clients across the nation in almost all 50 states.


Jeff Rogers

Jeff Rogers, CEP®, CKA®

Founder and Chairman

Scott Pletcher

Scott Pletcher

Chief Operating Officer

Cathy Rogers

Cathy Rogers

Licensing Coordinator

Orlando, FL Office

Joe Morson

Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist


Joe Veasey

Joe Veasey, CKA®, CFP®, EA, CTS™

Senior Case Planning Specialist & Associate Financial Advisor

(352) 559-3940


Don Purcell

Don Purcell, CPA/PFS, CKA®

Investment Advisor Representative

(407) 470-1406


Client Service

Jean Ausman

Jean Ausman

Director of Long Term Care Solutions

(407) 930-4705

(407) 470-1411

Rob Evans

Rob Evans

Client Service Specialist

Evergreen, CO office


Erin  Benz

Erin Benz

Administrative Assistant and Travel Concierge