OUR TEAM
MEET OUR TEAM
Lee Shertzer began his career as a financial planner in 1985 to do what he loves most – work with people and help others manage their finances through the many challenges that life brings. In 1995, Lee started NORLANCO Financial, LLC, an independent firm representing Mennonite Mutual Aid (MMA) in its work with local churches. During the next 13 years, he built NORLANCO’s team from two to 15 members who managed $150 million in assets. After the company was sold in 2008, Lee made the decision to join the Stewardship Advisors, LLC team so he could continue to focus on providing independent financial advice without the pressure to sell company products.

Over the past 27 years, Lee has evolved his business from general financial planning to include specialization of investment management and serving institutional clients, as well as individuals. He has devoted countless hours toward continuing his education and becoming a CFP®, CLU®, and ChFC® professional. Click here to learn more about Lee.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

W. Lee Shertzer, CFP®, CLU®, ChFC®

John Simkins began his career as a financial advisor in 1997 with Morgan Stanley. In addition to Morgan Stanley, John has worked with two regional banks and three financial services firms. Prior to his decades in the financial services industry, John worked with Marriott, Walt Disney World and a few companies in between. Through his experiences, he developed his core values of; clients first, pursue excellence, embrace change and always act with integrity.

In October of 2011, John, Mark and Lee established Stewardship Advisors, LLC. Stewardship Advisors, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). It is an independent, comprehensive financial services firm dedicated to providing unbiased advice, impeccable service and diversified financial resources.

In addition to his role as a Financial Advisor, John also services as Portfolio Manager. He is responsible for leading the Investment Committee and Trading Team. Click here to learn more about John.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck


John C. Simkins

Mark is a CFP® professional and Financial Advisor with Stewardship Advisors, LLC. Mark is dedicated to developing consultative, long-term relationships with his clients. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by embracing a holistic approach to financial planning, considering various aspects of a client’s financial and personal life, a customized financial plan can close that gap.

In addition to his role as a financial planner, Mark also serves as the Chief Compliance Officer for Stewardship Advisors, LLC. He is responsible for overseeing the firm’s compliance program as it is a Registered Investment Advisor with the Securities and Exchange Commission (SEC).

Prior to founding Stewardship Advisors, LLC with Lee and John, Mark was a financial planner with Norlanco Financial. He also spent time at the National Academy of Sciences in Washington DC as an accountant.

Mark graduated from Messiah College with a degree in accounting and a concentration in Finance. He is a Certified Financial Planner (CFP®) and a member of the Central Pennsylvania Financial Planning Association. Click here to learn more about Mark.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Mark A. Brinser, CFP®

Thomas Talbott, a CFP® Professional and Certified Kingdom Advisor®, joined Stewardship Advisors, LLC as a Financial Advisor in 2014.

Thomas thoroughly enjoys helping people plan, manage and distribute their assets. He seeks to serve others by integrating his faith and experience to first understand their history, needs, desires and possibilities. He incorporates his five Core Values of Integrity, Others-Oriented, Service, Godliness and Quality Delivery into his advice and encourages clients to be good stewards of their resources.

Thomas began his career in the financial services industry in 1994 as a Registered Representative for the national firm, AXA Advisors. In 1997, he became an Investment Advisor Representative of Ambassador Advisors, LLC and started managing money for a fee. Thomas then became a partner of the firm in 2001. In 2010, he joined a national fee-only financial planning company, Ronald Blue & Co., LLC, where he specialized in the development of financial plans and investment management strategies that assist clients in achieving their goals. Currently, Thomas’s practice is built on fees, not commissions.  He enjoys the relationships he has built with his clients.

Thomas earned his Bachelor of Arts from Messiah College (Grantham, PA) and received his Master of Arts from Columbia International University (Columbia, SC). He was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and his Certified Kingdom Advisor® designation in 2016. He is an active member of Kingdom Advisors and continually improves his financial knowledge. Click here to learn more about Thomas.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Thomas E. Talbott, CFP®

Wanda has spent her career in the client and customer services areas. She works closely with the team opening new accounts, maintaining current accounts and taking care of client requests. She is dedicated to ensuring all our clients' needs are met. Wanda joined Stewardship Advisors, LLC as their first Client Services Associate. She has worked in the financial services industry over 15 years and worked in various industries prior. Wanda has her Series 7 & 63 licenses in addition to her Life and Health Insurance license for the state of Pennsylvania. Click here to learn more about Wanda.

Wanda M. Shenk

Julie graduated from Shippensburg University with an accounting degree and enjoys all kinds of administrative duties. She has worked in various public and private accounting roles throughout her career.

Julie does the bookkeeping and payroll for Stewardship Advisors. During tax season, she prepares tax returns for various clients in conjunction with a local accounting firm. She is also a member of the Trading Team. Click here to learn more about Julie.

Julie G. Dise

Sarah graduated from Messiah College with a Bachelor’s Degree in Business Administration. She is dedicated to client service excellence and enjoys the small details that are important to her role at Stewardship Advisors. Prior to joining Stewardship Advisors, Sarah was an Account Service Coordinator with a local advertiser where she helped grow customer relationships through outstanding service. Click here to learn more about Sarah.

Sarah A. Wert

Michelle joined Stewardship Advisors as a client services associate where she performs various administrative office duties. With over 10 years of experience in customer service, Michelle thrives on being detail-oriented and providing the client with a first-rate experience every time.

Prior to coming to Stewardship Advisors, she worked as an office manager for an insurance agency. In addition to her daily managerial duties, she acquired her property and casualty license. Click here to learn more about Michelle.

Michelle J. Zink

Zak works in Client Services and Development, as well as being involved with the Investment Committee. Prior to working at Stewardship Advisors, LLC, he played professional golf for three years, traveling up and down the East Coast. Zak is a team player who aims to deliver the highest level of professionalism and customer service. He currently holds his Series 7 and 66 licenses.

Zak graduated from Campbell University, Lundy-Fetterman School of Business with a B.B.A in Trust and Wealth Management and a minor in Finance. Click here to learn more about Zak.

Zak S. Drescher

Spencer joined the Stewardship Advisors, LLC team in the summer of 2017 as an intern while attending Lancaster Bible College studying Business Administration. As an Associate Advisor, he works alongside Client Services and the Advisors with the goal of providing the best customer service possible.

Spencer is drawn to the financial services industry because of his desire to follow Christ’s instructions to help and serve others.   Click here to learn more about Spencer.

Spencer R. Lockard

Kimberly is dedicated to providing a warm and welcoming environment to our clients. Her goal is to make everyone who walks through the door feel comfortable and at home. In addition to greeting guests and callers, Kimberly is responsible for supporting Client Services with various administrative tasks.

Prior to joining Stewardship Advisors, L,LC Kimberly has worked in both the dental and respiratory industries in an administrative assistant capacity.  Click here to learn more about Kimberly.

Kimberly R. Geiger

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