Broker Check


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 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.

Read more

Parshad Singh, CFP®

Financial Planner, LPL Investment Advisor Representative

(970) 419-8245

Parshad is an experienced Financial Advisor who shares our values. He has helped individuals, families, and businesses in Northern Colorado pursue their financial goals by putting his clients' interest first and foremost.

Read more

Heather Williams, CFP®

Financial Planner

(303) 444-5440

Heather serves FSA as our Client Relationship Manager. She enjoys maintaining a personal connection to our clients and exceeding their expectations for service. Heather obtained her B.S. in Finance from Metropolitan State University of...

Read more