I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive certified personal financial planner.
I founded Simply Steward in 2017 with one goal in mind: to provide fee only fiduciary advice to professionals and small businesses in the Denver, Colorado area. Through the use of technology, Simply Steward also offers services to clients across the US through virtual meetings and online services.
While I am the sole financial advisor of Simply Steward, I am part of a network of over 140 advisors through the Alliance of Comprehensive Planners. This network of other CPAs and CFP® professionals provides me with the resources of a much larger firm while allowing me to maintain the personal level of service you deserve from your financial planner.
My greatest joy is spending time with my wife, Michelle, and three kids; Jack, Kate, and Elijah. I also enjoy mountain biking, snowboarding, and running in the beautiful Colorado outdoors. I grew up in New Zealand, where I developed my passion for being outdoors.