Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Because money is such a personal and private matter, we believe it is important to foster a relationship of trust and caring by connecting with you on a very personal level. By providing exceptional service, we work to earn your trust every day.

Integrity and Honesty - We deliver our comprehensive and unbiased guidance with integrity, high ethical standards, and dedication. Our advisory team includes CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioners committed to practicing with the highest degree of ethics and honesty. 

Competence - We know that we prosper only when you prosper and are highly satisfied with our service. We follow through on what we say we will do and take great care to ensure that your requests are handled accurately the first time. Our highly experienced advisors have the breadth of knowledge to address your most complex issues, and out team ensures that all details are taken care of. 

Vision - We exist to help you pursue your vision for the future and live according to your own values. Our thoughtful and caring guidance helps you gain confidence in your financial outlook. 


 

Marion Steward, CFP®

Financial Planner, LPL Investment Advisor Representative

(303) 444-5440

marion.steward@lpl.com

Marion is president and founder of Financial Steward Associates, which she established in 2005. Although located in Boulder, Colorado, Marion advises clients from coast-to-coast.

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Heather Williams, CFP®

Financial Planner, LPL Investment Advisor Representative

303-444-5440

heather.a.williams@lpl.com

Heather is a Financial Planner and an Investment Advisor Representative through LPL Financial. She enjoys maintaining a personal connection to our clients, helping them define and pursue their financial goals and exceeding their...

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Raleigh Sneeringer

Client Services Associate

3034445440

raleigh.sneeringer@lpl.com

Raleigh serves FSA as our Client Services Associate. Raleigh is primarily responsible for executing on the service needs of our clients and plays a critical role in the overall experience our clients have with our firm.

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Lindsay Monasmith

Branch Office Assisant

3034445440

lindsay.monasmith@lpl.com

Lindsay serves FSA as our Branch Office Assistant. Lindsay's role is to serve the office administratively, as well as aid in client development and client service. Lindsay oversees appointment setting and office scheduling as well as...

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