Stewardship Advisors Summer Highlights
For those of you who regularly follow our blog, you may have noticed that much like my two boys, it had a summer vacation! But just as the school year is now back in full swing, we are ready to resume our regular posting schedule. To kick off this return, I wanted to take a moment to reflect on our busy summer. While the blog may have enjoyed a bit of downtime, Stewardship Advisors certainly did not.
As a parent, I’ve often heard the saying, “the days are long, but the years are short” to describe the feeling of how quickly life with children can seem to go by. Looking back on where we started this summer and where we ended, I’m reminded of the rapid pace at which Stewardship Advisors continues to grow and evolve.
One of the great advantages of being a fee-only, independent financial planning firm is that every decision we make is filtered through the lens of what is best for our clients. With that in mind, we made several significant moves this summer, some of which you may already be aware of, while others might be new to you. When my kids return to school each year, one of their first assignments is to share highlights from their summer, so in the “back to school” spirit, below are the summer highlights for Stewardship Advisors:
Welcoming Jay Kready to the Team
In May, we were thrilled to welcome Jay Kready to Stewardship Advisors. Jay brings with him over 20 years of experience as an advisor, and we are excited to have him on board, contributing his creative ideas to enhance the service we provide and support our firm’s growth. We look forward to getting to know his clients over the coming months and assisting them on their financial journey.
You may also recognize the last name—Jay is the father of Logan Kready, another advisor on our team. Through several meetings with Jay prior to his joining, it was clear that his financial planning philosophy and desire to serve clients were a perfect match for Stewardship Advisors.
Transition to TradePMR as Custodian
It’s hard to believe it has already been a year, but Labor Day 2023 marked a major change for our firm. After Charles Schwab acquired TD Ameritrade, your accounts were transitioned to Schwab over Labor Day weekend. However, after several months of working with Schwab, we found their service to be quite disappointing, as many of you may have experienced.
As I’ve shared with clients, we originally chose TD Ameritrade, but Schwab chose us—so we began searching for a custodian that we could choose ourselves. Ultimately, we selected TradePMR as our new custodian. Over the summer, we successfully transitioned more than 1,000 client accounts from Schwab to TradePMR, with a few remaining accounts still to be transferred in the coming months. We’ve been very pleased with the service TradePMR has provided and look forward to a strong, long-term relationship with them.
Expanding Our Client Service Team
To continue providing the high level of service you expect from us, we expanded our client service team this summer. If you visit our office or give us a call, you may see or hear a new voice—Ryan or Jamie. We are excited to have them join the team. Alongside our current client service team members—Emily, Nicole, and Moriah—we aim to surround you with a team that is dedicated to your success and committed to helping you reach your financial goals.
As you can see, while the blog may have taken a summer break, Stewardship Advisors did not! We are continually looking for ways to improve the services we provide to each of our valued clients. We believe that each of the highlights mentioned above will help us better “Walk with You on Your Journey.”
– Mark
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