Jeff is an Investment Advisor Representative with United Planners Financial Services and a New Hampshire native who has lived in the Orlando area for over 20 years. He has an extensive background in Comprehensive Financial Planning, Wealth Management, Investments and Retirement Planning and a heart-felt focus in the specialized areas of Advanced Estate Planning, Proactive Tax Planning and Charitable Giving. One of Jeff’s greatest joys is coaching individuals and families in the crafting of their Stewardship Legacy and helping them to invest their time, talents and treasures in the Kingdom through the ministries nearest and dearest to their hearts. Jeff loves being out in creation, boating on the lakes of Clermont and spending time in the woods hunting. Providing leadership in a number of ministries provides him a deep sense of fulfillment. Jeff and his wife Cathy also enjoy traveling.
Scott Pletcher Client Service Specialist
Scott joined the Stewardship Advisory Group team in May of 2005. Scott is our Client Service Specialist and is dedicated to providing concierge level service to our clients. He enjoys working closely with our clients and advisors to complete various forms and applications relative to opening new accounts and the complexities of service existing accounts. Scott previously served for many years as the Office Manager and Creative Director for the Christian Stewardship Association in Indianapolis, Indiana. Scott lives in Clermont with his wife Julie and two daughters, Hayley and Reagan.
Jason Velleff Chief of Staff
As Chief of Staff, Jason helps maximize Jeff's impact on Stewardship Advisory Group, Stewardship Asset Management, and Life Stewardship™ Coaching. He assists Jeff in developing new advisors and internal staff by participating in their recruitment and training. He also adds value to our associated financial professionals across the country by contributing to our web-based training programs and extending personalized assistance to their businesses / ministries. Jason originally served as our Client Development Specialist starting in 2001, and has been chief of staff since 2009. Jason's passion is drawing potential out of others, and he enjoys helping those around him give their best to their clients and fellow team members. Jason has lived in central Florida since he was a few months old, and is an active outdoorsman who enjoys boating, fishing, and being in God's creation.
Cathy Rogers Licensing Coordinator
Cathy serves as our Licensing Coordinator. Cathy fulfills the task of managing the licensing requirements of Jeff and our affiliated financial professionals. (We are currently securities and insurance licensed in approximately 40 different States!). Cathy, Jeff’s wife, also assists Jeff with many tasks so that he can take good care of you, our clients! She has worked with him for over 20 years. She actively serves in their church on the hospitality team and enjoys spending time with her husband, family, friends, cats, going to Christian concerts, boating and entertaining.
Becky Ellis Director of First Impressions
Becky is the first person you meet when visiting our office and she works hard to make your time here comfortable and enjoyable! Born in Beckley, WV she has lived in Orlando since the mid-fifties. She is active in her Church where she has taught classes for both children and adults. She taught arts and crafts and lead Bible studies for seniors at the YMCA and at an outreach called Seniors First. She also taught Floral Design for 15 years as part of the Adult Education Program in Orange County. Becky taught K-5 for over 25 years in Christian Schools with 5 of those years working with children with learning challenges. Becky and Bill, her husband of over 40 years, are the proud parents of their married daughter Tara and Son-in-Law Jerry.
Will Korver Client Development Specialist
Will Korver serves as our Client Development Specialist and coordinates meetings for Jeff with our clients, churches, ministries, foundations and other business associated organizations. He works with team members on seminar preparation and follow-up, and development of our newsletters. He assists Jeff Rogers and Jason Velleff with Advisor Development. He assists Scott Pletcher in solving software and basic computer networking issues within the company. Having moved from Pennsylvania 12 years ago he is now married to his wife Jenn and is an amazed parent of their two incredible girls Bella and Mia. Will enjoys learning about energy conservation, modifying/improving everything he can get his hands on, and helping others optimize their fitness.
