My story begins in Missouri where I grew up splitting time between a single mom (third-grade teacher) and my father (history professor/cattle farmer). After their divorce, my mother worked with a financial advisor to save and invest from scratch. Over time, her sacrifice and discipline taught me the power of a financial strategy. Additionally, when we cut wood, bailed hay and fixed fence posts, my father taught me the lessons of hard physical work and the value of making small improvements every day.
In my practice, my goal is to become your trusted family friend. I need to understand what's most important to you because preparing for your financial future involves finding trades offs and managing competing goals. I include life planning and coaching to help ensure you are working toward a comfortable standard of living in retirement so you can accomplish your life's purpose, and I can help you protect your current level of wealth so you can leave a legacy.
In order to do this, I use an established process and I often work with client's CPAs and estate planning attorneys to ensure the appropriate strategies are employed. I know that a full view of your financial situation helps me recommend solutions that are appropriate for you. Furthermore, I reach out proactively and partner with you throughout your life to help keep you on track to reach your goals.
Every day, I wake up and I am truly thankful for the life I get to live. Professionally, I have volunteered to train financial advisors new to our firm. Personally, I have two beautiful daughters: Danica and Daphne. In my spare time, I enjoy weightlifting, yoga, political science, human psychology, nutritional science, organizational leadership and meditation.
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
Office Address7674 Grandview Ave
Arvada, CO 80002 opens in a new window
Phone NumberDwight Steward at (303) 420-2175
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||09:00AM - 04:00PM|
|Thu||By Appointment Only|
|Fri||09:00AM - 04:00PM|
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