Our Team

Steve Stroud, CFP®, CKA®, is the co-founder and Branch Manager of Stroud Wealth Management providing knowledge, experience and leadership to his clients and the team. 

With a differentiated approach to serving clients, Steve works collaboratively with the Stroud Wealth Management team to provide comprehensive support to every client. 

Focusing on creating innovative solutions, Steve oversees client relationships, develops comprehensive financial plans, and coordinates strategies to help clients achieve their goals. His work emphasizes helping clients enjoy their wealth while preserving it for future generations. 

Steve holds a bachelor’s degree in finance with a minor in Nonprofit Management from Cedarville University. He also holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Advisor® (CKA®) designations. 

In addition to his professional achievements, Steve is deeply committed to his community, actively serving in his church, Heritage Fellowship Church, and contributing to various non-profit boards. When not working, Steve enjoys spending quality time with his wife, Anne, and their children and grandchildren. He embraces the outdoors through camping, mountain biking, and hiking adventures.

David Stroud, CFP®, CKA®, is a Wealth Manager and Owner dedicated to building strong client relationships and providing personalized financial guidance. 

With a focus on understanding each client’s unique needs, David delivers tailored strategies to help clients navigate their financial journeys with confidence. With a differentiated approach to serving clients, David works collaboratively with the Stroud Wealth Management team to provide comprehensive support to every client. 

He graduated summa cum laude with a Bachelor of Science in Financial Services from Wright State University and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Advisor® (CKA®) designations. 

Outside of work, David is actively involved in his church, Grace Chapel, where he contributes his time to teaching, playing guitar and audio engineering. He enjoys spending time with his wife and their young daughter, exploring the outdoors through hiking, and appreciating the beauty of sunrises and sunsets.

Jan Stroud is the co-founder and part-owner of Stroud Wealth Management, where she dedicated nearly 40 years to serving and advising clients with professionalism and care. Now happily retired, Jan reflects on a career marked by meaningful relationships and a commitment to excellence. 

Jan graduated summa cum laude from St. Ambrose University in Davenport, IA, with a bachelor’s degree in finance and economics. Originally from Illinois and Iowa, Jan relocated to Springfield, Ohio, in 1988. 

Beyond her professional accomplishments, Jan has found fulfillment as a homemaker, raising her family, and now enjoys time with her grandchildren and great-grandchildren. She spends her retirement camping, crocheting, and cherishing moments with her loved ones.

Anne Stroud serves as the Office Administrator, often referred to as "The Real Boss" for her invaluable role in ensuring the smooth operation of the office. She manages a range of responsibilities, including handling phones, bookkeeping, and providing essential administrative support to the team. 

Anne holds an Associate Degree in Office Administration from International Business College in Fort Wayne, Indiana.

Alongside her professional work, she has cherished her time as a stay-at-home mom, nurturing her family and creating lasting memories. Anne is an active member of Heritage Fellowship Church, enjoys spending quality time with her children and grandchildren, and relaxing with a good jigsaw puzzle. Her dedication and warmth are evident both in her professional role and in her personal life.