Jonathan Harrison Featured in NAPFA.
In the November issue of The National Association of Personal Financial Advisors Magazine, Sounds Stewardship’s Jonathan Harrison shares in an article about integrating interns into the financial planning field.
Sound Stewardship is proud to announce that Matt Syverson has been accepted into the 2014 class of mentees in the
Helzberg Entrepreneurial Mentoring Program (HEMP).
Helzberg Entrepreneurial Mentoring Program (HEMP) was founded in 1995 by Barnett Helzberg, Jr., former owner and President of Helzberg Diamonds. Barnett was inspired by his twenty-three year mentoring relationship with Ewing Kauffman. The Helzberg Entrepreneurial Mentoring Program is dedicated to strengthening entrepreneurial leaders through excellence in mentoring.
Admission into HEMP is an extensive application and interview process after meeting very specific guidelines. The key benefit of being involved over the next 3 years with HEMP is the invaluable experience we will have in the local, one-on-one mentoring relationship. The HEMP experience is enhanced by the educational and networking opportunities offered through events, mentor and mentee group meetings, and retreats.
Contact Kristalynn Redstone or call the office at 913-317-6000 if you have any questions or would like additional information about this exciting opportunity for Sound Stewardship.
Sound Stewardship is excited to announce the promotion of Tyler Landes from Financial Associate to Financial Advisor.
April 24, 2014
Kansas City gets National Attention from Kingdom Advisors
|National Christian leaders and financial professionals join Ron Blue and Rob West each month on Kingdom Advisors’ signature teleconference to offer encouragement, best practices, and testimonies of life change.|
|>>March 25, 2014, 4PM Eastern Time|
Syverson Selected for the Children’s Mercy Hospital Planned Giving Council
After spending many hours at Children’s Mercy Hospital as the father of 2 children with special needs, Matt Syverson is pleased to announce that he has been selected to the Planned Giving Council for this wonderful organization. Many of the improvements and progressive projects that Children’s Mercy has completed have been funded by gifts from estates and carefully orchestrated non-cash gifts.
Sound Stewardship® is uniquely prepared to help our clients determine how to give most effectively, based on their desire and capacity for generosity. Let us know if you would like to enjoy a tour or volunteer at this amazing facility, which is a real gem to have in Kansas City. Contact Kristalynn Redstone at Sound Stewardship to find out more. Also, check out this video about Lily Syverson’s journey through open heart surgery at Children’s Mercy: http://www.kcdsg.org/heart_to_heart.php
Matt Syverson is interviewed by the Lakeview Village Foundation on end-of-year tax planning and charitable giving strategies.
December 10, 2013
This is a highlight video from our 2013 client appreciation event, Picnic With A Purpose, held at the Overland Park Arboretum and Botanical Gardens.
Dan Weeks Published in the Kansas City Star
As a member of the Financial Planning Association of Greater Kansas City, Dan was invited to contribute an article to the Dollars and Sense section of the Kansas City Star. The article focuses on things you should do before transitioning into retirement.
July 17, 2013
Dan and client, Ron Blake, were featured in a Kiplinger Retirement Report article on things to consider before rolling over your 401(k).
July 1, 2013
A milestone was achieved for Sound Stewardship, LLC as we celebrated our 9th anniversary on February 2nd!
February 27, 2013
Matt Syverson is interviewed by the Lakeview Village Foundation regarding the American Taxpayer Relief Act of 2012 and a few opportunities it created for retirees with tax-deferred retirement assets.
January 15, 2013
Formerly Syverson & Company, Sound Stewardship Unveils New Name, New Look and New Office!
December 5, 2012
Matt Syverson, owner and financial advisor at Sound Stewardship, LLC, speaks with Carolyn Long of KCTV5 News about the 2012 end-of-year charitable giving strategies.
November 13, 2012
Sound Stewardship Financial Associate, Tyler Landes, shares his career path story with Investment News.
November 11, 2012
Matt Syverson and family speak to the New York Times in this article about how families cope in the long term with a special needs child.
October 12, 2012
Matt Syverson speaks to the New York Times in this article about planning for a family member who has long-term special needs.
October 5, 2012
Dan Weeks Published in the Kansas City Star
As a member of the Financial Planning Association of Greater Kansas City, Dan was invited to contribute an article to the Dollars and Sense section of the Kansas City Star. This article focuses on why you should add charitable giving to your financial plan.
June 6, 2012