Rob Duncan is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst (CIMA®), and a Tax Planning Certified Professional (TPCP®) with a heart for serving investors and families. He also holds a Master of Divinity (MDiv) and is currently pursuing a PhD in missions, because he’s still trying to figure out what he wants to be when he grows up.

Rob brings together a deep foundation in finance and a genuine commitment to his faith, helping clients pursue their financial goals with clarity, confidence, and alignment with their values.

With more than 25 years in the financial services industry, Rob’s perspective has been shaped not only by experience in the markets but by living and serving overseas as a cross-cultural worker. He offers comprehensive, financial planning and investment management, including retirement and estate planning, charitable giving, and tax-efficient investment strategies.

Deeply involved in his local church and global Christian community, Rob also volunteers as a coach to faith-driven Business as Mission (BAM) entrepreneurs. He believes investing can be about more than returns; it can be a tool for meaningful impact, generosity, and gospel-centered influence around the world.

Outside of work, Rob loves spending time with his family and friends and takes every opportunity he can to travel and explore new places.

Jansen’s financial services career has spanned numerous accounting, audit, consulting, and operations roles. Prior to joining Steward Advisors, Jansen served as the CFO and COO of a $30B institutional investment allocator fund where he monitored numerous publicly traded and private investment strategies across the globe. Since acknowledging God’s call to join the faith driven investment space in 2020, Jansen joined the General Partnership of an emerging/ frontier market faith driven private fund manager. At Steward Advisors Group, Jansen oversees portfolio operations and all regulatory compliance efforts.

Aaron is a follower of Jesus motivated to encourage the Body of Christ in aligning their whole person to Jesus Christ. He hopes a biblical foundation around the area of financial stewardship will encourage people deeper in their discipleship with Jesus and launch a new wave of Kingdom impact. Aaron served on Young Life staff for 8 years, as a local Area Director and later as a Regional Initiatives Coordinator and ministry coach. He spent a year conducting business development for a Business as Mission tech start-up before earning his Series 65 and entering the world of financial services.

Aaron and his wife Kelsie have two young children and hold loyal to their Sunday homemade pizza tradition. Along with finance and financial planning, Aaron loves fancy coffee, cooking for his family, and time spent in community.

Don has over thirty years of experience building and managing a boutique investment firm in upstate New York that he founded in 1988. A CFP® Professional with a degree in counseling and post graduate training as a portfolio asset allocation specialist, Don fuses professional portfolio strategy with investor psychology and behavior to provide a well-informed perspective on our role as Christian steward-investors.  With nearly a quarter billion dollars of assets under management, his firm consistently ranks among the top 1% of financial advisor practices in the United States.  Read Full Bio

Those that know Joseph best describe him as detail oriented, genuinely relational, and a creative problem solver. With a background of more than 10 years in accounting, both public and private, the combination of his skills and talents allows him to “see the forest through the trees, while efficiently cutting down the trees that make the best path forward.”

Joseph is active in the community, having served on various board and committee positions in nonprofit, church, and municipal capacities. Joseph is Married to his wife, Anna, and has two beautiful daughters. They are passionate about serving others and dreaming up ways to have an impact on the world. When they aren’t playing worship music together, they are often found hiking a mountain or enjoying other outdoor activities. Joseph has recently acquired an enthusiasm for Pickleball and will invite you to play if the topic is ever brought up.

Ben finished his bachelor’s degree at Roberts Wesleyan College in Spring 2021. During the last two years of his college career, he developed an interest in personal finance and found out that he enjoyed helping his college friends build budgets and think through their finances. Shortly after that, he got a Financial Coach Certification through Ramsey Solutions and over a year of experience working as a Financial Para-planner at a Firm based out of upstate New York. After reading the Steward Investor he began to get excited not only in helping people reach their financial goals but also helping them manage the resources God has given them in a way that brings honor to God.

Ben now works as a Associate Financial Advisor at the Firm and he is excited to help people to connect their faith convictions to the management of God’s money.

Ben loves spending time in God’s creation and as of 2021 is an accomplished “Adirondack 46er.” He seeks to continue finding larger mountains to hike each year alongside his work and continual exploration of this beautiful world God has created for us.

Born and raised in Turkey, Zach’s passion for disciple making and global kingdom expansion solidified at a young age. After obtaining degrees in economics and psychology from McMaster University in Canada, Zach joined Steward Advisors as Don’s executive assistant.

Since joining, Zach has completed his paraplanner designation and expanded his role in numerous areas including financial plan development and alternative investment transaction processing. Through his expanding role, Zach seeks to empower and encourage believers toward lives of joyful surrender to the Lord.