Lee Shertzer began his career as a financial planner in 1985 to do what he loves most – working with people and helping 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 as well as a Certified Kingdom Advisor (CKA®).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.
John’s career and approach have evolved over time. Compared to when he started with Morgan Stanley back in 1997 as a stock broker. Today as a CFP®, CERTIFIED FINANCIAL PLANNER™ professional he is able to use his wealth of experience and knowledge he has gained across various sectors of the financial services industry.
Prior to his decades in financial services, he learned the day-to-day responsibilities of running multi-million-dollar businesses for fortune 500 companies. His internship at Walt Disney World during college was followed by management positions at multiple Marriott facilities and with several other companies. Across his varied life experiences, John has refined his core values: prioritize Christ, lead with the heart of a servant, act with integrity, pursue excellence, and embrace change.
In October of 2011, John helped establish Stewardship Advisors, LLC. The firm was founded on the belief that the client is the most important person in an advisory relationship. Working in a fee-only, fiduciary relationship reinforces his commitment that every client is the center of the decision-making process.
John’s approach to working with his clients starts with creating their personalized financial plan. John is a firm believer in starting with a plan, then working through the investments, which provides a more unified approach. His clients delegate the day-to-day management of their investments because of their ability to verify results, their understanding of their unified financial plan, and how the investments align with their goals.
John’s clients enjoy his leadership through the complex world that finances intertwine. John’s favorite question is, “Help me understand that.” According to John, guiding a client requires understanding what is important to them and using their values to direct the decision-making process. His experiences and training help him not only explain the variety of options that are available but help provide clarity on which ones could provide the outcome intended. The more assets you have and the complexity of those asset types, tend to present a greater number of choices available. Along with never-ending changes in tax code requires a consistent periodic review of the financial plan.
John provides two investment themes for his clients when it comes to investment management. These themes give you a choice of investing in the general market or Socially Responsible Investing (SRI) combination with Environment, Social, Governance (ESG) criteria as well. John sees value in both approaches and understands the limits of each. John has been working with SRI, ESG investing since 2002.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 is a CFP® professional and Financial Advisor with Stewardship Advisors, LLC. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by developing long-term relationships with his clients, he can help develop a financial plan so they can make wise financial decisions and 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, serving in the capacity of 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.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 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, his Certified Kingdom Advisor® designation in 2016, and his Chartered Advisor in Philanthropy® in 2020. He is an active member of Kingdom Advisors and continually improves his financial knowledge.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.
Leanne has been in the financial services industry for over 19 years, joining Stewardship Advisors, LLC in January 2018 as an Associate Financial Advisor. Leanne has passed the Seriess 66, is a Pennsylvania Notary, and a registered Financial Paraplanner Qualified Professional with a passion for helping others achieve their goals.
Sarah joined Stewardship Advisors, LLC in 2015 and currently leads our client service team and assists with operations. With 6 years of experience Sarah aims to provide professional and efficient assistance to all clients.
Sarah graduated from Messiah College with a Bachelor’s Degree in Business Administration.
Zak joined Stewardship Advisors, LLC in 2015 and currently serves as the trading manager. 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 has passed the Series 66.
Zak graduated from the Campbell University, Lundy-Fetterman School of Business with a B.B.A in Trust and Wealth Management and a minor in Finance.
Logan joined Stewardship Advisors, LLC in June 2020 as an Analyst. He had previously worked as a Fixed Income Financial Analyst at an asset management firm, where he helped service clients in the West and Midwest regions. Logan is looking forward to helping individuals meet their financial goals and prepare for their future. He enjoys meeting new people and developing relationships. His aim is to serve others with his positive attitude, enthusiasm for collaboration, and attention to detail.
Logan graduated from the University of Pittsburgh with a Bachelor’s Degree in Business Administration where he studied Finance and Accounting.