Connect with us on LinkedIn and Facebook
|

Our Team

/Our Team
Our Team 2018-06-07T16:28:09+00:00

Meet Our Team

Stewardship Financial Advisors was created out of concern for the absence of quality advice in the financial services industry and the lack of coordination between estate, tax, retirement income, and risk management planning. Charles B. Pyke, Jr., JD. formed Stewardship Financial Advisors to address these five key areas and create one of the most dynamic financial services firms in the industry

Partners

The Stewardship Financial team is made up of a diverse group of professionals offering a unique experience for our clients. With the various educational backgrounds, certifications, and industry experience our associates offer, Stewardship Financial Advisors is well equipped to serve each client’s individual needs. Our team has decades of experience in the services we provide, and we work together to design a wealth management plan that fits your individual needs and goals.

Charles B. Pyke, Jr., JD – Founder

Charles started his own financial group in 1997 which is now known as Stewardship Financial Advisors. After graduating from Auburn University with a Bachelor’s of Science degree in Finance, Charles earned his Doctor of Law degree from the Emory University School of Law. Charles is a Registered Financial Consultant (RFC), a member of the American Academy of Estate Planning Attorneys, National Academy of Elder Law Attorneys and is Certified as an Elder Law Attorney by the National Elder Law Foundation. Charles is also a Registered Representative of Cetera Advisors LLC, and holds the the Series 6, 24, 63, 65, 66, and 7 Securities Registrations, as well as life insurance, variable life and variable annuity licenses. Mr. Pyke is married, the father of two, and devotes much of his free time to serving the community.

Matt Godleski, CFP® – Financial Advisor

Phone: 770-507-0025 ext. 849
E-mail: matthew.godleski@ceteraadvisors.com

Matt Godleski joined Stewardship Financial Advisors in 2010. Matt attended the University of Georgia and graduated with a degree in Family Financial Planning and is a CERTIFIED FINANCIAL PLANNER TM(CFP®) Practitioner. Matt is also Registered Representative of Cetera Advisors LLC, and holds the Series 7, 63, and 65 Securities Registrations, and is currently studying to complete the Chartered Financial Analyst® program. As a graduate of UGA and the Westminster Schools, Matt is actively involved in each of these institutions’ alumni associations. An Atlanta native, Matt and his wife Rebecca live in Buckhead and enjoy travel, cooking, and UGA football.

Shane Hunter, CFP® – Financial Advisor

Phone: 770-507-0025 ext. 847
E-mail: shane.hunter@ceteraadvisors.com

Shane Hunter has been with Stewardship Financial Advisors since 2005 and is a CERTIFIED FINANCIAL PLANNER TM(CFP®) Practitioner. Shane graduated from Georgia State University with a degree in Finance and serves as a Financial Advisor. He has been in the financial services industry for over 20 years and holds various security registrations, including the Series 4, 7, 24, 53, 63, and 65. Shane is married with one son and is an active member of McDonough First United Methodist Church and serves on the Board for McDonough Methodist Academy.

Patrick Plunkett, CFP®– Financial Advisor

Phone: 770-507-0025 ext. 842
E-mail: patrick.plunkett@ceteraadvisors.com

Patrick is a CERTIFIED FINANCIAL PLANNER TM(CFP®) Practitioner who joined Stewardship Financial in 2015. Graduating from Kennesaw State in 2010 with an Economics Degree, Patrick has been in the financial services industry for 7 years. Patrick has been instrumental in improving Stewardship’s technology platform and customer experience. An avid traveler, Patrick enjoys seeing the world with his family and friends.

Client Support Team

Andrew Langdon – Financial Advisor / Operations

Andrew Langdon, CFP® – Financial Advisor / Operations

Phone: 770-507-0025 ext. 850
Email: andrew.langdon@ceteraadvisors.com

Andrew joined Stewardship Financial Advisors in 2017. Andrew received his Bachelor’s degree in Sport Management from The University of Georgia and his Masters of Business Administration (MBA) degree from Kennesaw State University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and Enrolled Agent with the IRS. He currently holds the Series 7 and 66 securities registrations, and is a licensed life insurance and variable annuity agent for the state of Georgia. Andrew proudly served in the United States Marine Corps, Reserves as a Fire Direction Controlman for Mike Battery 3/14 out of Chattanooga, TN and received an honorable discharge in 2017. Andrew and his wife Carly currently reside in Tyrone, GA with their son Conner and dog Payton.

Kathy Kelly, CPA – Controller

Phone: 770-507-0025 ext. 836
E-mail: kathryn.kelly@ceteraadvisors.com

Kathy Kelly is a Certified Public Accountant (CPA) and serves as the Controller of the Pyke Family of Firms. A graduate of Georgia State University with a degree in Accounting and a member of The Georgia Society of Certified Public Accountants, Kathy has been in the accounting profession for over 20 years and brings a wealth of knowledge to Stewardship Financial Advisors. She is a member of Heritage Hills Baptist Church and serves as chairperson of the finance committee. Kathy and her husband devote much of their free time to outdoor activities and to watching their three sons’ many sporting events.

Alicia Miller – Comptroller

Phone: 770-507-0025 ext. 837
E-mail: amiller@cpyke.com

Alicia has been with the Pyke Family of Firms since 2015, and serves as the Comptroller. With a bachelors degree and MBA from Keiser University, Alicia manages the day-to-day finances and accountings of the Pyke Family of Firms. Alicia lives in the Fayetteville area and has 7 children and 3 grandchildren and enjoys reading and spending time with family.

Traci Carver – Marketing Coordinator & Executive Assistant

Phone: 770-507-0025 ext. 848
E-mail: traci.carver@ceteraadvisors.com

Traci has been with the Pyke Family of Firms since 2000, and serves as the Marketing Coordinator and as Executive Assistant. With a degree in Business Management from the University of West Georgia, Traci has provided the creative genius behind Stewardship University and our various client appreciation events. Traci and her husband have two sons, and she enjoys spending time with her family and vacationing in the Florida Keys as often as they can.

Lisa Page – Director of Marketing and Public Relations

Phone: 770-507-0025 ext. 823

Lisa Page has been a member of the Pyke Family of Firms for over 16 years. Born and raised in southern California, she moved to Colorado to attend Regis University where she received her BA in History. Lisa is the Director of Marketing and Public Relations who manages our seminars and client communications. She and her husband reside in Stockbridge, Georgia with their 4 children. Lisa attends Stockbridge Community Church and spends her free time with her various family commitments

Tiffany Smith - Administrative Assistant

Tiffany Smith – Administrative Assistant

Phone: 770-507-0025 ext. 800

Tiffany joined the Pyke Family of Firms in 2017 and is the smiling face who welcomes you to our Stockbridge office. She is a team member of both Stewardship Financial Advisors and Pyke & Associates, P.C. Tiffany resides in McDonough and is married to a sergeant for the Fire Department. They have a son who keeps them very busy. Tiffany is heavily involved in her church in many areas along with leading an online bible study. When she has a moment of free time, she enjoys reading, shopping and spending time with her family and friends.

Brittany Watkins – Administrative Assistant

Phone: 770-507-0025 ext. 824

Brittany Watkins joined the Pyke Family of Firms in 2007. Brittany has an Associates Degree in Business Management as well as her Paralegal Certification, and is a team member of both Stewardship Financial Advisors and Pyke & Associates, P.C. Brittany is also licensed in Georgia to sell Accident, Sickness, and Health insurance. Brittany is heavily involved in the community, volunteering her time with homeless outreach programs, discipleship training, and the Secret Place Coffee House that supports local and international ministries. When she is not volunteering her free time, you can find Brittany cheering on the Georgia Bulldogs or Atlanta Falcons with her husband and 2 dogs.

In addition to our local office, we have the support of Pershing LLC as our back office. Pershing LLC, a BNY Mellon company, works on behalf of our firm to support us in helping our clients to pursue their investment goals. Pershing offers financial services firms a global solution with integrated, mulitcurrency clearing and execution, plus a full range of global resources. They develop and continually enhance a range of innovative financial solution and services – and give access, through our organization, to cutting-edge technology solutions. They offer over seven decades of experience serving financial organizations of every size and business model.

X