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Biblical Wisdom for Your Financial Life

We’ve curated these resources to equip you with practical, biblical wisdom for every stage of your financial journey. Whether you’re eyeing retirement, learning more about Biblically Responsible Investing (BRI), rethinking your giving strategy, or navigating big life changes, we’re here to support you along the path.

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Christian couple in their early 60s reviewing their retirement plan with a Stewardship Investments advisor

Can You Retire at 60 with $2 Million? A Real Family’s Plan.

Both 61. $2 million saved. One spouse retired at 60, the other working to 65. Two mortgages, a low tolerance for risk, and a goal of $11,500 a month. Here

Certified Kingdom Advisor and BRI: What the Designation Means for Your Portfolio

A CKA credential means specialized training in values-based investing. Here’s what it tells you about your advisor, and what it doesn’t.
Open Bible on a desk and text overlay reading "What the Bible Says About Investing," representing biblical investing and faith-based financial stewardship.

What Does the Bible Say About Investing? A Biblical Approach to Stewardship

Stewardship Investments, Inc. is a member firm of the Fiduciary Alliance, LLC, a Registered Investment Advisor. This article is for educational purposes only and is not intended as personalized investment,

Financial advisor Dylan Martin of Stewardship Investments explaining 7 year- end tax planning moves retirees may want to review before December 31.

7 Year-End Tax Planning Moves Retirees Should Review BeforeDecember 31

December 31 is a key deadline for many retirement tax planning strategies. Review 7 year-end moves involving RMDs, Roth conversions, charitable giving, investments, and tax withholding before the year comes
Year-end tax checklist for retirees from Stewardship Investments in Bemidji, Minnesota

The Year-End Tax Checklist Every Retiree Should Use

5 year-end tax questions to sit down with before December 31, straight from the checklist we use with client families.
Faith-based investing and biblically responsible investing at Stewardship Investments

5 Retirement Mistakes Christian Families Make That Cost Them Thousands

Christian families approaching retirement face decisions around Social Security, taxes, charitable giving, investments, and required minimum distributions. Here are five common retirement mistakes to watch for and how thoughtful planning

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Insights That Strengthen Your Financial Stewardship

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Meet Our Founder

Alexis Vowell

Client Service Manager
Alexis joined Stewardship Investments in April 2026 with a passion for helping clients steward their resources in a way that honors the Lord and creates a lasting Kingdom impact. With nearly four years of experience in the financial planning industry, she supports clients through onboarding and account maintenance with integrity, care, and a servant’s heart.
She holds both bachelor’s and master’s degrees from Mississippi State University. In 2023, she was recognized as an author of a Distinguished Manuscript for her research supporting family-owned agritourism businesses in Mississippi.
Alexis is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional designation and is committed to continual growth to better serve clients and colleagues with excellence.
She resides in Weir, Mississippi, with her husband and is actively involved in their church, where she leads music and organizes community outreach efforts. Outside of work and church, she enjoys gardening, raising livestock, and spending time with her family

Meet Our Founder

Greg Towner

Chief Investment Officer
An incredible addition to our team, Greg leverages his dynamic background in the industry, designing investment portfolios for Stewardship Investments. As a Chief Investment Officer, Greg’s investment process emphasizes a rules-based approach with a focus on high-quality assets, risk management, and blending both fundamental and technical analysis.
Greg obtained his Master of Business Administration with a concentration in Finance from the University of Central Florida, a bachelor’s degree from the University of Mount Union, and holds the Chartered Financial Analyst® and Chartered Market Technician® designations. Greg lives in Raleigh, North Carolina, with his wife, Faith, an aerial circus instructor who performs all over the East Coast. When he takes a break from studying the market, Greg can often be found riding his bicycle on the local greenway trails or walking in the park with Faith.

Meet Our Founder

Brian Boughner

CFA Charterholder & Chartered Market Technician
Collaborating with Stewardship Investments to enhance our ability to effectively cater to our clients, Brian’s proficiency empowers us to remain at the forefront of technological advancements, foster business growth, and stay up to date in our industry.
Right at the very top of the biggest bull market, Brian began his investment career in 1999, during which he has helped his clients manage their investments through the 9/11 terrorist attack, two equity bear markets, a housing bust, a credit implosion, and the COVID pandemic. Brian and his wife, Jeanne, have a daughter, Selah, and a son, Noah, who attend The Village Church in Greenville and are very active in the community. Brian’s involvement includes Leadership Greenville, board trustee of the South Carolina Children’s Theatre, and Project Host. A lover of the outdoors, Brian regularly bikes, runs, and backpacks the mountain trails here in the southeast. He is also very passionate about the upstate art scene and has performed in productions at many of the local theaters.

Meet Our Founder

Randall Neighbour

RICP® APMA®
Randall owns and operates Kingdom Wealth Management in Houston, Texas, an affiliate company of Stewardship Investments. Randall is an ordained minister and served as the President of TOUCH Outreach Ministries in a full-time capacity for 18 years prior to entering into the financial services industry in 2010. In this role, Randall saw the powerful, life-changing impact financial resources can have when used strategically.
Randall and his wife, Etna, were married in 1986 and own a restored bungalow located in the historic Heights near downtown Houston, Texas. They serve as small group leaders at Antioch Church, Central Houston. Randall enjoys making handwriting instruments on his wood lathe and playing with the family’s golden retrievers. Most of all, Randall and Etna find their greatest joy in strategic charitable giving.

Meet Our Founder

Stephen Harvey

Client Service and Operations Specialist
Stephen’s professional background spans financial planning support and mortgage lending, where he has worked closely with individuals and families. He holds a degree in Political Science from California Baptist University, a foundation that sharpened his analytical skills and strengthened his ability to serve families with care and clarity.
Stephen is a devoted believer whose faith informs both his personal life and professional values. He is married and the proud father of two beautiful daughters. He lives in Temple, Texas, where he remains active in his local church and community. Stephen is committed to serving families with integrity, consistency, and a genuine desire to support Stewardship’s mission.

Meet Our Founder

Hailey Heppner

Client Care Specialist
Part of Stewardship Investments since 2024, Hailey holds a bachelor’s degree in business and accounting and has developed her professional career working for small businesses in operations and administrative roles.
Hailey deeply values work that allows her to serve others and that also aligns with her faith in the Lord. She assists in various client service tasks like contributions and withholdings, as well as some of the marketing for Stewardship Investments.
Living in Central California with their daughter, Hailey, and her husband, Bryce, enjoy hosting friends, playing volleyball, and spending time outside together. Active members of their church community, serving with music, childcare, and their Young Adults group, Hailey and Bryce also love to read, and recently began hosting a book group to encourage discussion around some of their favorite reads.

Meet Our Founder

Tabitha Lundstrom

Chief Operating Officer
Tabitha joined Stewardship Investments in 2015 with the desire to be part of a team that empowers clients to make wise financial decisions. She has a background in tutoring and teaching, and previously served as church treasurer. Her enthusiasm for research and working with people led to a BS in Psychology from Bemidji State.
With nine years of experience in client services, Tabitha helps the team’s day-to-day operations run smoothly and efficiently. Leveraging her understanding of processes and procedures, she develops frameworks that streamline our operations so we can meet our clients’ needs with care and precision. Tabitha also collaborates with our compliance department to sustain our efforts to meet all industry guidelines and regulations.
In her free time, Tabitha enjoys reading, gardening, and spending time outdoors. She makes her home in Bemidji with her husband, Jonathan, and their two daughters.

Meet Our Founder

Gracie Olson

Financial Advisor
Gracie grew up watching her father, Joseph, guide clients in using their wealth for eternal impact, inspiring her own passion for walking alongside individuals in their financial journeys. After nearly five years of training under Joseph and Matthew and gaining experience in multiple roles at Stewardship Investments, Gracie has stepped into the role of Wealth Manager. She believes true financial success is not just about accumulating wealth but about using it wisely to bless others and further God’s Kingdom. One of her guiding verses is 1 Timothy 6:18-19: “Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way, they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.”
Gracie finds great fulfillment in helping families align their financial decisions with their faith so their resources reflect their values and create a meaningful impact for the Kingdom and generations to come. She and her husband, Preston, live in Bemidji, Minnesota, with their daughter, Daisy Joy. They are actively involved in their church, multiple Bible studies, and the local community. In her free time, Gracie enjoys spending time on the lake, camping, playing pickleball, and golfing. During the winter months, she loves playing board games and reading.

Education/Certification:

  • BS Psychology and Biblical Studies emphasis in Business from Oak Hills Christian College Registered Investment Advisor

Meet Our Founder

Dylan Martin

Financial Advisor
Dylan studied financial planning at Clemson University and has been in the financial advising industry since 2021. With experience at various companies offering both financial planning and insurance, Dylan sought to join a team that prioritizes what’s truly best for clients, without the pressure to promote products that may not align with their unique needs and goals. That’s what led Dylan to join Stewardship Investments and to pursue a biblical approach to financial planning and investing. He is passionate about walking alongside families in their financial planning, so they can have peace and purpose.
Dylan met his wife, Amy Grace, in college through a ministry called Young Life, where they were both leaders. They have two children.
In his free time, Dylan loves to be outside running, biking, or camping. He also enjoys reading and jiu jitsu. He is from Myrtle Beach, South Carolina, and is currently living with his family in Greensboro, North Carolina.

Education/Certification:

  • BS Financial Management emphasis in Financial Planning from Clemson University
  • CERTIFIED FINANCIAL PLANNER®, CFP®
  • Certified Kingdom Advisor®

Meet Our Founder

Matthew Myrick

Partner, Financial Advisor
Matthew joined the Stewardship Investments team as a wealth management professional in 2018 and became a partner of the company in 2023. He previously served as a Financial Aid Director in Christian higher education for nearly four years. His background includes communications consulting, business development, teaching business classes as an adjunct professor, and E-commerce marketing.
Matt believes in biblical stewardship and feels that Psalm 24:1 perfectly illustrates how believers should understand their money: “The earth is the Lord’s, and everything in it, the world, and all who live in it.” It is the foundation from which he helps his clients pursue their goals. Matt’s greatest desire for a client of Stewardship Investments is to see them find the life they’re seeking by coming alongside them with the heart of a teacher and friend. He thrives on relationships and feels that true fellowship does not exist without genuine connection.
Matt is married to his high school sweetheart, Shelbi, and together they have two sons, Hudson and Harrison. In his free time, Matt enjoys being outdoors, hunting, fishing, and hiking.

Education/Certification:

  • BS Economics from Bemidji State University – Bemidji, MN
  • MBA from Ohio Christian University – Circleville, OH​
  • CERTIFIED FINANCIAL PLANNER®, CFP®

Meet Our Founder

Joseph Nelson

Founder, CERTIFIED FINANCIAL PLANNER®, CFP®

Joseph founded Stewardship Investments in 2007, with a strong desire to come alongside people to help them invest wisely. His mission is to assist people with comprehensive financial planning, so all aspects of their finances align with a biblical foundation. It’s his passion that each client feels confident in their financial journey. Proverbs 21:5 states, “Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.”
Joseph worked for eight years with a Bible translation mission, spending most of that time in Kenya managing project funds. During this time, he saw firsthand the impact financial resources can have when used strategically for the Kingdom.
A resident of southern Florida, spending his summers in Minnesota, Joseph and his wife, Carol, have three kids and three in-laws. They love spending time with their seven grandkids, and Joseph enjoys photography, time at the beach, pickleball, cooking, running, and reading.

To view more about Joseph’s background, please visit FINRA’s BrokerCheck website.

Education/Certification:

  • MBA University of St. Thomas, Minneapolis, MN
  • BS Biblical Studies & Business Mgt. Northwestern College St. Paul, MN
  • Certified Kingdom Advisor® with the Ron Blue Ministry
  • SmartVestor Pro for Investing with Dave Ramsey
  • CERTIFIED FINANCIAL PLANNER®, CFP®