Strategic Stewardship Team

 

 

 

 

 

 

 

 

 

 

 

 

 

The professionals of our firm work with affluent families, many who have accumulated more than they contemplate spending in their lifetimes. If you are in this situation, you know that you have a unique set of circumstances and choices. We work with you to understand your vision for your ideal future, your values and your goals. We establish where you are now and where you would like to be in the future. We then develop a written plan to help you move from success to significance in your business and in your life. In short, we help you make good decisions concerning money.

Strategic Stewardship is a member of PartnersFinancial, a national community of industry-leading, independent life insurance and financial professionals. For more than 25 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of idea-sharing and collaboration — all for the benefit of their clients. In addition, we offer securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC.

At the individual client level, Strategic Stewardship works with carefully selected professionals, including attorneys*, accountants*, portfolio managers, business consultants, and advisors in a wide range of disciplines with one goal in mind: serving our clients with excellence. We seek to assemble or join with the team of professionals that will provide some of the best combination of services to help meet each client's needs.

Gregory C. Freeman

JD, CLU, ChFC, RICP, CLTC

Founding Principal

phone: 770.615.3800
Greg has well thirty-five years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives.
 

Terry Ford, CFP®

phone: 678.888.0419
Terry has been a financial advisor since 2000. Previously, he was a manager and engineer in Fortune 200 companies since 1979. Terry's focus is helping clients identify goals and objectives and implement plans to help achieve them. Some of his specialties are risk management and retirement income plans.
 

Lee Penland

phone: 678.888.0419
Lee has been in the Financial Advisory profession for over thirty years. Having weathered multiple economic downturns, he is qualified to advise clients during these uncertain times.
 

Ed Fortier, CFP®

phone: 678.888.0419
Ed's career mission is to enable all his clients to better understand the concept of stewardship, and achieve the best life possible with all they have been given to manage. He is a member of Kingdom Advisors, and has earned the Certified Financial Planner® designation.
 

Chris Anderson

Administrative Assistant

phone: 678.888.0419
Chris Anderson has been an Administrative Assistant at Strategic Stewardship since March of 2006. She is a licensed Sub-Agent and works on the insurance side of the business obtaining Life, Disability, and/or Long Term Care coverage for our clients.
 

Julia Ann Stuart

Administrative Assistant

phone: 678.888.0419
Julia Ann has been an Administrative Assistant at Strategic Stewardship since May of 2005. She worked part time until November of 2013 when she transitioned into a more full time schedule. Julia Ann works on the securities side of the business.
 

Susan Ford

Administrative Assistant

phone: 678.888.0419
Susan started at Strategic Stewardship in 2014 assisting with administrative work in the office. She also works part-time at Rivers of Praise Ministries as an administrative assistant.