STEWARDSHIP INVESTMENTS - CARING BIBLICAL ADVICE - CERTIFIED FINANCIAL PLANNER, DAVE RAMSEY SMARTVESTOR PRO
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​About Stewardship Investments

​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!"
Joseph Nelson MBA, CFP®, AIF®

Joseph Nelson

Joseph 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.
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To view more about Joe's background, please visit FINRA's BrokerCheck Website


Education/Certification
  • Certified Financial Planner™ professional
  • 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
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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:
  • BS Economics from Bemidji State University – Bemidji, MN
  • MBA from Ohio Christian University – Circleville, OH​
  • Certified Financial Planner (CFP®)


​Kathy Marschke

PictureAdministrative Processor
​Kathy Marschke joined Stewardship Investments in February of 2022.  She has a background in non-profit organizational management and program administration and previously served as the Director of a faith-based community education program.  She values being part of a team committed to providing effective financial planning services with a focus on biblical stewardship.
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Kathy earned her bachelor's degree in Political Science from Arizona State University and her Master of Public Administration (MPA) degree from the University of North Dakota.  She is passionate about helping others and is dedicated to using her experience and background to assist with client and operational needs at Stewardship Investments.
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Kathy and her husband, Jay, live in Houston, Texas and have four children.  She enjoys spending time with family and friends and hosting get-togethers.  She also loves hiking, boating, reading, volunteering, and woodworking projects.

Tabitha ​Lundstrom

Tabitha Lundstrom
joined Stewardship Investments in February 2015 with the desire to be part of a team that empowers clients to make wise financial decisions. Her enthusiasm for research and working with people led to a BSc in Psychology from Bemidji State.
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Tabitha ​Lundstrom
Administrative Assistant
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.
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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. 


Gracie Olson

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.  
PictureClient Care Specialist

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. ​
Stewardship Investments logo

Contact Us

Joseph Nelson MBA, CFP®,
jnelson@stewardshipinv.com 
Cell: (218) 209-8918
Text: (218) 392-1963 
Office: (218) 420-0708 
Fax: (888) 711-9659 
MN Insurance License: 20384895

Stewardship Investments, Inc.
​24414 Daniel Lake Dr. 
Bagley, MN 56621

691 98th AVE N
​Naples, FL 34108

Book Now button
Matthew Myrick, MBA, CFP® 
matthew@stewardshipinv.com 
Cell: (218) 242-0822 
Text: (218) 220-4241
Office: (218) 389-4654 
Fax: (888) 711-9659 


LINKS
​Dave Ramsey 
Kingdom Advisors 
Generous Giving
​MoneyWise
Certified Financial Planner™

​Stewardship Inv. Inc. is a member firm of The Fiduciary Alliance, LLC which is an Investment Adviser registered with the Securities and Exchange Commission. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Securities offered by Fortune Financial Services, Inc., member FINRA/SIPC. Fortune Financial Services, Inc. and the Fiduciary Alliance, LLC are separate entities.

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Fortune Financial’s Form CRS can be found here. Fiduciary Alliance’s Form CRS can be found here.
Read Fiduciary Alliance's ADV statement

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