Helping families bridge the gap between today and tomorrow.
Whether you are saving for retirement or already retired, I will teach you the rules to the financial game and help you with strategies to manage your financial position and your finances so you can enjoy your life today, while at the same time monitoring and helping you meet your future goals. When you are ready, let me know. I can make a difference for you like I have done for many others.
"Don't keep me a secret - share this information with your family and friends!"
"Don't keep me a secret - share this information with your family and friends!"
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Joseph NelsonJoseph Nelson founded Stewardship Investments in 2007 with a strong desire to come alongside people to help them invest wisely. His desire is to assist people with Comprehensive Financial Planning so that all aspects of their finances will be aligned with a biblical foundation. It is Joseph’s passion that each client feels joyfully confident on their financial journey. Proverbs 21:5 states, “Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.”
He helps clients define and prioritize their goals and dreams and develop individually-tailored strategies to achieve them. By examining cash flows, educational needs, retirement expectations, estate planning concerns, and risk exposures, Joseph delivers Comprehensive Financial Planning solutions. These solutions include asset allocation modeling and investment and insurance strategies consistent with clients’ time horizons, risk tolerances, and overall financial objectives. Asset allocation does not ensure a profit or guarantee against loss, it is a method used to help manage risk. Joseph worked for eight years with a Bible translation mission spending most of that time in Kenya, Africa managing project funds. Here he saw firsthand the impact financial resources can have when used strategically for the kingdom. He serves on the missions committee at Grace Chapel, where he is also active Dave Ramsey’s Financial Peace University classes. Joseph enjoys photography, running and reading. He is a resident of Northern Minnesota along with his wife, Carol, and three children: Abigail, Caleb and Gracie. To view more about Joe's background, please visit FINRA's BrokerCheck Website Education/Certification
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Matthew Myrick Matthew Myrick joined the Stewardship Investments team as a wealth management professional in February of 2018 after serving 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" (NIV). It's the foundation from which he helps his clients achieve their goals. Matt’s greatest desire for a client of Stewardship Investments is to see them reach their goals by coming along side 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 enjoys being outdoors--hunting, fishing, and hiking are some of his favorite things to do. He's married to his high school sweetheart, Shelbi, and together they have a young son, Hudson. Education/Credentials:
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Tabitha Lundstrom
Her attention to detail helps her serve clients and their administrative needs. These include establishing their accounts, keeping up-to-date information, and other procedural tasks.
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 little girls.
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Gracie Olson is training to be a Wealth Manager. Growing up watching her dad, Joseph, help clients see the eternal value they can bring to the Kingdom, she developed a similar passion for coming along side people in their financial journeys.
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 Client Care Specialist
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Gracie received her bachelor’s degree from Oak Hills Christian College with a double major in Psychology and Biblical Studies. After seven years in Business Management she is making the transition to personal financial advising to follow her passion and what she feels called to do.
Gracie lives in Bemidji, Minnesota, where she spends time volunteering in the church and community. She likes to spend time on the lake swimming, fishing, and kayaking with friends and family, and she also enjoys golf and spending time outside. When she can't be outside in the winter months, she likes to play board games and cards.
Gracie lives in Bemidji, Minnesota, where she spends time volunteering in the church and community. She likes to spend time on the lake swimming, fishing, and kayaking with friends and family, and she also enjoys golf and spending time outside. When she can't be outside in the winter months, she likes to play board games and cards.
