Stewardship Financial

Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.

Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.

Grant Botma is a financial advisor at Stewardship Financial with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple business ventures, including software development for insurance agents and creating online courses and coaching for business owners. Botma is also a managing member of two planned real estate-related businesses in Arizona. Stewardship Financial serves individual and small business clients, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm manages approximately $70 million in assets and uses a combination of fundamental and quantitative analysis to implement diversified, long-term investment strategies that include both active and passive approaches.