Meet Our Team

Caleb Bagwell, CFP®, CPFA
Sr. Wealth Advisor
cbagwell@stewardly.com

John R. Burch, CFP®, CKA®
Sr. Wealth Advisor
jburch@stewardly.com

Tim Lewis, CFP®, CKA®
Wealth Impact Advisor
tlewis@stewardly.com

Nick Crawford
Client Relationship Specialist
ncrawford@stewardly.com

About Stewardly

We have found that highly successful individuals and families have excelled in their respective fields because they rightfully focus on doing what they do best. This often times leads to accumulation of wealth in a manner that may not be organized appropriately or invested intentionally to match the unique goals and values of the family. We create space for our clients to think clearly about their priorities, align their finances with their life goals, and ensure the most important people and causes in their life are included in their financial plan.

How we help clients:

  • Define life goals and core values, then align investments accordingly

  • Determine how much is enough to provide for family vs. surplus available for impact goals

  • Ensure surviving spouse has a team in place to support him/her

  • Prepare and assist the next generation(s) to wisely steward inherited wealth

  • Implement multi-year, forward-looking tax strategies (pre and post retirement)

  • Audit estate plan, titling of accounts, life insurance and retirement beneficiaries to avoid unintended problems for heirs

Our Core Values

Our core values focus on helping clients in 5 key life dynamics:

 

Integrity

Pursue wholeness.

 
 

Relationship

heal brokenness

 

Joy

Align priorities

 
 
 

Excellence

Reach new heights

Humility

Foster a heart of stewardship