Broker Check

Team

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

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

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

(303) 444-5440

heather.a.williams@lpl.com

Heather serves FSA as a Financial Planner as well as a Registered Representative and Investment Advisor Representative through LPL Financial. 

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