Team

Abigail Cox

Executive Assistant

352-453-0953

407-470-1411

abigail@stewardshipadvisory.com

Cathy Rogers

Licensing Coordinator

(407) 470-1409

(407) 470-1411

cathy@stewardshipadvisory.com

Denise Pass

Marketing Director

(407) 470-1408

denise@stewardshipadvisory.com

Don Purcell, CPA/PFS, CKA®

Investment Advisor Representative

(407) 470-1406

407-539-1962

don@stewardshipadvisory.com

Erin Benz

Administrative Assistant and Travel Concierge

407-470-1411

erin@stewardshipadvisory.com

Jean Ausman

Director of Long Term Care Solutions

(407) 930-4705

(407) 470-1411

Jean@stewardshipadvisory.com

Jeff Rogers, CEP®, CKA®

Founder and Chairman

(407) 470-1405

(407) 470-1411

jeff@stewardshipadvisory.com

Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist

407-470-1405

jmorson@lifevf.com

Joe Veasey, CKA®, CFP®, EA, CTS™

Senior Case Planning Specialist & Associate Financial Advisor

(352) 559-3940

407-470-1411

joe.veasey@stewardshipadvisory.com

Matt Hight, CKA® and CFP®

Investment Advisor Representative

(214) 502-6031

matt@stewardshipadvisory.com

Nick Ellison, CFP®, CKA®

Financial Advisor

(407) 470-1405

(407) 470-1411

nick@stewardshipadvisory.com

Ricky Taylor

Director of Financial Operations

(214) 502-6031

ricky@stewardshipadvisory.com

Rob Evans

Client Service Specialist

rob@stewardshipadvisory.com

Scott Pletcher

Chief Operating Officer

(407) 470-1405

(407) 470-1411

scott@stewardshipadvisory.com

Sean Wood, CFP® AIF® CAP®

Financial Advisor

303-500-1930

303-484-7601

sean@stewardshipadvisory.com

Tony Adkison, AIF® CEP® CKA®

Financial Advisor

(214) 502-6031

tony@stewardshipadvisory.com