Heatherlee Peterman

Marketing Coordinator

I love the culture and principles that Sound Stewardship has created, it is refreshing to join a team that values the same things that are important to me.

Heatherlee joined the Sound Stewardship team in September 2021 as our Marketing Coordinator and works remotely from Texas. She has a bachelor’s degree in Biblical Studies from Belhaven University and brings several years of marketing and administrative experience. The Sound Stewardship team is excited to see this new role grow and utilize her marketing and administrative skills for their clients.

Heatherlee and her husband Daniel met while working together and will soon celebrate 10 years of marriage. They live in a small town outside Houston with their two young children. Family time is very important to them, and they are blessed to be able to homeschool their children. They love to travel and have family game night. In her spare time, she loves a good book and tending to her plants and garden.

Faith is a very important part of her life, and the principles that Sound Stewardship uses to help their clients clearly shows their intent to steward God’s resources in the best way possible. “I feel so blessed to be able to work remotely with such a great group of people,” she says. The ministry aspect intertwined with financial planning is really what attracted her to Sound Stewardship.

Recent Updates

Which investment strategies worked best in 2021? And which will work for 2022? January 11, 2022 by Heatherlee Peterman

After the close of each year, I review how the stock market performed. It’s interesting to rank several types of investments using a report called the “Asset Quilt.” Th…

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