Jeff is 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 & 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. His primary duties include: answering client questions regarding their accounts, providing assistance with making changes or updates to client's accounts and working closely with our clients and advisors to complete various forms and applications relative to opening new 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.
Mike Cummings Financial Advisor
Mike is a Nebraska native and he moved to Orlando in December of 2008 to join Stewardship Advisory Group as a Financial Advisor along with his wife, Terry. In his varied background in financial services Mike has served as an advisor, a territory manager and as a retirement plan specialist while earning the highly valued industry designations of Retirement Plan Specialist and Life Underwriter Training Council Fellow. Mike has also had extended training in investment planning, retirement planning, life insurance and long term care insurance. This well rounded background will enable him to serve our clients with the highest level of expertise and integrity. Mike and Terry are active in the local church serving as leaders of GriefShare ministry and they also have a passion for helping build strong families. Mike and Terry live in Clermont. They have three sons and three grandsons.
Cathy Rogers Licensing Coordinator
Cathy serves as our Licensing Coordinator. Cathy fulfills the task of managing the licensing requirements of Jeff and our affiliated Advisors. (We are currently licensed in around 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.
