Sound Stewardship, LLC

Kristin Schroeder is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Sound Stewardship, LLC and has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, Fruitful Stewardship LLC, and Prestwood Financial Group. Sound Stewardship, LLC serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering customized portfolios and a range of planning and consulting services. The firm emphasizes tax-efficient strategies, discretionary portfolio management, and provides Biblically Responsible and Socially Responsible investment options.

Joshua Spradling is a financial advisor at Sound Stewardship, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Stewardship since 2020, following a two-year tenure at Waddell & Reed, Inc. Prior to his financial career, Spradling served six years in the Army National Guard. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as written financial plans, discretionary portfolio management, and third-party manager evaluations. The firm emphasizes customized portfolio construction, tax-efficient ETFs, and provides educational seminars and Biblically Responsible and Socially Responsible investment options.

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.

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.

Derek Hensley is a financial advisor at Sound Stewardship, LLC with 10 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 through comprehensive financial planning and wealth management, offering services such as the Annual Planning Relationship (APR) and discretionary portfolio management. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and regularly provides educational seminars and public speaking engagements on financial topics.

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.

Benjamin Buethe is a financial advisor with Sound Stewardship, LLC in Lincoln, NE, holding a Series 65 license and four years of industry experience. He has worked at Sound Stewardship since 2021 and has prior experience at Anderson Auto Group and Nebraska Book Company. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering customized portfolios based on client objectives and Investment Policy Statements. The firm emphasizes tax-efficient ETFs, in-house management, and provides services including discretionary portfolio management, third-party money-manager evaluation, and educational seminars.

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.