We Unlock Resources & Foster Connections to Make Rich Real^®

Bryan’s love for exploring creative investment solutions led him to Dew Wealth after 10+ years industry experience as a Senior Wealth Advisor and Portfolio Manager. His deep technical expertise, attention to detail, and ability to simplify the complex make him the perfect resource for an entrepreneur’s uniquely complex portfolio management needs.

Bryan has studied at Mount Mercy University, Yale School of Management, and Indiana Wesleyan University where he received an MBA with an emphasis in Personal Financial Planning. Additionally, he holds the Certified Financial Planner^™ and Certified Investment Management Analyst^® designations.

Bryan is an active member of the Cedar Rapids (Iowa) community, where he resides. He currently serves as the President of the Board of Directors for the Cedar Valley Habitat for Humanity, Board Member for the Cedar Rapids Opera Theatre, and Committee Member for the local chapter of the Boys and Girls Club. When not working or volunteering, Bryan can be found spending time outdoors with his wife (Kelly), daughter (Avery Jane), son (Harvey) and dog (Charlie).

Santiago joins Dew Wealth Management after working as a financial analyst servicing large Financial Advisors. Before embarking on his finance career, Santiago served in the United States Marine Corps as an Unmanned Aircraft Pilot. During service, Santiago served two tours in support of Operation Enduring Freedom where he was awarded the Naval Achievement Medal and the Presidential Unit Commendation. His commitment to service extended beyond the military, as he continued to work with Unmanned Aircraft with the Department of Defense and the State Department, providing support to foreign militaries.

Santiago is an alumnus of Arizona State University, where he earned a Bachelor of Science degree in Business Information Systems with a minor in finance. A Miami native, Santiago now calls Phoenix, Arizona, his home. Beyond his professional pursuits, he maintains an active and adventurous lifestyle. Santiago is passionate about fitness, enjoys participating in sports, and has a love for travel. His adventures have taken him as far as South America, where he learned the Spanish language while living abroad.

Shaundra, who goes by Shaun, joins Dew Wealth Management after beginning her career as an associate financial planner for a small RIA firm where she helped young professionals and retirees. Her knowledge in the areas of tax planning, retirement planning, and financial planning software will be a great asset for clients at Dew. Her passion lies in serving others through building relationships and being solution oriented.

Shaun graduated from Southern New Hampshire University with a Master of Science in Accounting. She intends to expand her skills and expertise by becoming a Certified Financial Planner^™.

Shaun was born and raised in Birmingham, Alabama. Outside of the office, Shaun loves to spend time with her friends and family, travel, watch basketball as well as Alabama Football and read personal development books.

Ryan joins Dew Wealth Management after several years as a financial advisor specializing in planning for high-net-worth entrepreneurs. As an Advisor, he loves being the quarterback of the entrepreneur’s team and dealing with all the wealth complexities of the entrepreneur.

Ryan graduated with Bachelor of Science degrees in Finance & Business Management from Northern Arizona University. He is a Certified Financial Planner^™ and an Enrolled Agent (EA).

Ryan and his wife, Kailea, relocated from Orange County, CA. They love to hang out with their dog Leo. They spend their free time with family and friends, hanging out in the pool, and exploring new restaurants. Ryan is an avid golfer who loves to explore new golf courses.

Ryan joins Dew Wealth Management with an excitement to reconnect and specialize in working with entrepreneur clients. He enjoys the complexities and rewards that come with managing the Virtual Family Offices for these entrepreneurs.

After receiving his bachelor’s degree in business administration from the University of Missouri-St. Louis in 2008, Ryan spent his earlier career advising people of nearly all generations and levels of wealth. Ryan is also a Certified Financial Planner^™ and Accredited Investment Fiduciary^®.

Feeling the pull to return home, Ryan and his wife, Carey, moved their family back to Indiana where they have three wonderful children. Outside of the office, Ryan enjoys playing with his kids, squeezing in the occasional round of golf, and watching various sports and car races.

Grant joins Dew Wealth Management after working as a Financial Planner at a top 100 RIA firm. He values building deep relationships with clients to discover what is most important to them and their families. Grant loves dealing with all the wealth complexities that arise when working with entrepreneurs and helping to create plans to accomplish their goals.

Grant graduated from Kansas State University with a Bachelor of Science in Personal Financial Planning. During his time at Kansas State, he was involved in the Financial Planning Association and participated in the K-State Launch Entrepreneurship Competition. He also had the opportunity to work under a Certified Financial Planner™ while attending school. Grant is currently a Certified Financial Planner^® candidate (passing the exam in March of 2022).

Outside of work, you can find Grant at the Lake of the Ozarks, following the St. Louis Cardinals and Blues, spending time with his family and friends, and looking at new places for travel. He enjoys getting involved in the St. Louis Community and is an avid supporter of the Juvenile Diabetes Research Foundation.

Nick joins Dew Wealth Management as a Lead Advisor after previous experience working with entrepreneurs at an RIA firm. He has a passion for all things financial planning and seeks to make the complex, simple. Nick graduated from Towson University with a Bachelor of Science in Business Administration with a focus in Financial Planning, while receiving the honors of Cum Laude.

Nick was born and raised in Baltimore, Maryland. He and his wife are high school sweethearts. Outside of work, you may find Nick playing a disc golf course or spending some time in the great outdoors with his family.

Andrew joins Dew Wealth Management as an Associate Advisor after previous experience working for a large investment bank and RIA firm. He looks to use his past experience and skills to help deliver an exceptional experience for entrepreneur clients at Dew Wealth.

Andrew graduated from Arizona State University with a Bachelor of Science in Finance from the W.P. Carey School of Business. He is a Certified Financial Planner^™.

Andrew is from Laguna Beach, CA. He moved out to Arizona to attend ASU where he found his true passion in financial planning and wealth management. Out of the office, you can find Andrew watching almost any sports game, spending time in the gym, or taking a quick trip to the beach.

Preston joins Dew Wealth after spending most of his early career working with boutique wealth management firms. He has a passion for planning strategies and client communication.

Preston graduated with a Bachelors and Master of Science in Personal Financial Planning from Texas Tech University. He obtained the Certified Financial Planner^™ designation in 2018 and became an Enrolled Agent with the IRS in 2023.

Preston is an East Texas native and resides in Austin. He is a history, fishing, and outdoors enthusiast! Outside of the office, you will often find him in his fishing kayak listening to a history podcast, spending quality time with his fiancé Madyson, or walking his rescue dog, Marigold.

Kolton joins Dew Wealth Management after beginning his career as a financial associate for high-net-worth clients at The Vanguard Group. His knowledge in the areas of investment, trust, and estate planning will be a great asset for clients at Dew. His passion lies in seeing the big picture and turning problems into opportunities.

Kolton graduated from Grand Canyon University with a Bachelor of Science in Marketing and a minor in Finance and Economics. Kolton is also a Certified Financial Planner^™ professional and a Wealth Management Specialist^℠.

Kolton was born and raised in Phoenix. He met his wife, Shay, at GCU after she left Indiana to attend school in warmer weather. They got married on June 5, 2021. Outside of the office, Kolton loves to spend time with his wife and family, hit the gym, and go hiking in the mountains.

Sarah joins Dew Wealth Management after starting her career in Texas as an Analyst for a local RIA firm. As an Analyst, she assisted with the family office initiatives such as reviewing pro-forma models, performing due-diligence, and guiding cost analysis. She is a Certified Financial Planner^™.

Sarah graduated from The University of Texas Permian Basin with a Bachelor of Business Administration in Finance with a certificate in Energy Business. She was also a collegiate, full scholarship swimmer where she was the captain of the women’s swim team.

Outside of work, Sarah is passionate about spending her time volunteering with the youth group at her local parish, country dancing, exercising, game nights with family, or grabbing a cup of coffee with friends.

Bryce joins Dew Wealth Management as an Advisor after starting his career as a Financial Planning Analyst at a small RIA firm in Richmond, VA, where he helped clients reach their personal and financial goals. He has a passion for serving his community through strong relationships and problem-solving.

As part of a military family, Bryce spent time in California and Germany before moving to Virginia in 2008. He graduated from Virginia Tech with a Bachelor of Science in Business with a focus in Financial Planning and became a Certified Financial Planner^™ in 2023.

Bryce lives in Knightdale, North Carolina with his fiancé Hannah and their sweet-hearted black lab, Georgia. Outside of work, Bryce enjoys fishing, golfing, and exploring local restaurants and breweries.

Seth is an Associate Advisor at Dew Wealth Management with a diverse professional background in financial services. He brings extensive experience from owning a financial coaching company and working with a small RIA firm. Seth holds a double major in Business Administration and Mathematics from Barton College and is a Certified Financial Planner®.
 
A dedicated family man, Seth lives in Pink Hill, NC with his high school sweetheart Michaela, their daughter Olivia, and is expecting their second child in June 2025. Beyond his professional pursuits in wealth management, Seth is also an ordained minister with aspirations to serve as a pastor.
 
In his personal time, Seth enjoys a variety of activities including reading, watching soccer and football, and participating in fitness workouts with F3 Nation. His multifaceted background and commitment to both financial guidance and community service define his professional and personal identity.

Connor joins Dew Wealth after beginning his career at a boutique firm based in Omaha, Nebraska. He attended the University of Nebraska, where he was a member of the Husker football team. After graduating with a degree in Business Administration, Connor went on to obtain his Certified Financial Planner^® designation and is eager to use this experience and knowledge to serve entrepreneurs at Dew Wealth.

Away from the office, Connor enjoys spending his time with friends and family, going to the lake, working out, and attending sporting events.

Garrett is a dedicated financial professional with a Bachelor’s Degree in Business, specializing in Finance, from Pacific Lutheran University. Prior to joining Dew Wealth Management, he honed his expertise working with high-net-worth individuals in investment management. Garrett’s experience and education have equipped him with a comprehensive understanding of financial strategies and wealth preservation techniques. 

Outside of his professional life, Garrett and his wife Becca are fitness enthusiasts who enjoy exploring the scenic hiking trails of the Pacific Northwest. Garrett is also actively involved in their local church group and when time permits, he can be found perfecting his swing on the golf course.

Alex joins Dew Wealth Management as an Associate Advisor with a background in financial services. Previously, he served as a registered client service associate at Morgan Stanley for three years, specializing in nonqualified deferred compensation products including stock options and RSUs. He also brings experience from the life insurance industry.

Originally from New Jersey, Alex graduated from Arizona State University in 2020 with a Bachelor’s degree in Interdisciplinary Studies, focusing on Business Administration and Organizational Leadership, and a minor in Italian. He holds FINRA Series 7 and Series 66 licenses.

Alex has a competitive spirit from his background in ice hockey, baseball, and lacrosse. He continues to stay active in men’s hockey and softball leagues, and enjoys exercising, music, and cooking. With a commitment to community service and a value for team culture, Alex brings a positive energy to the Dew Wealth Management team.

Kevin joins Dew Wealth Management as an Associate Advisor with a background in financial services. Previously, he was a Partner and Planner at AVID Planning where he worked with clients to help them achieve short and long-term financial goals.  

In 2000, Kevin graduated from the University of Tennessee and started his career in finance. He earned his CFP^® designation in 2015. With the goal of wanting to make more of an impact for clients, he continued his education in behavioral finance with Money Quotient. 

Kevin has a competitive side with a passion for sports, mostly golfing these days. He and his wife, Clara, also love to take advantage of the beautiful mountain biking trails in Northwest Arkansas. 

Rachel began her career with Dew Wealth Management in 2002. She manages client services for the firm. Rachel’s character, integrity, attention to detail, and work ethic are a true asset to the firm. Her solid relationships with Dew Wealth clients are a true indication of her dedication to providing outstanding customer service. Before joining Dew Wealth, Rachel worked for AZ Wholesale/QDI as assistant to the president for several years. Her many years of experience and office skills were a perfect combination to bring to Dew Wealth Management.

Rachel is an avid reader, enjoys NFL football, and computer games. She lives in Phoenix with special cats, Mr. Peanut and Little Debbie.

Nellie joins Dew Wealth Management after starting her career in Human Resources/Payroll and later, moved into the financial field. Her honesty, integrity, and ability to maintain privacy are values that align with Dew Wealth.

Nellie was born in Nebraska and then moved to Phoenix in 1990 to attend high school and then college. She enjoys being an Arizonian, but her heart will always be as a Husker.

Nellie values her time with her loved ones! She and her husband have successfully raised six amazing children, four boys and two girls who live in Arizona. Along with family time, she enjoys hiking, traveling, baking, watching movies, and spending time with every animal she has adopted or meets.

Robyn started her career working in public mental health. She has spent the last 13 years working in accounting, handling payables, receivables, and all office management functions.

Robyn is a native Arizonan and a graduate of the University of Arizona. She has been married to her husband Bryan for over 25 years. Together, they have three great kids and two dogs.

In her free time, Robyn enjoys walking, hiking, pickleball, and reading. She and her family enjoy watching sports and spending time outdoors.

Hunter joined Dew Wealth Management after working as a Recruiter specifically for fractional executive leadership at How to Manage a Small Law Firm. After months of study, Hunter became Dew’s HR Coordinator after earning the Society for Human Resource Management Certified Professional Certification (SHRM-CP) — one of the highest standards of excellence for HR professionals. 

He has experience in different recruiting styles for high-level positions, as well as in sales and administrative tasks. One of his core strengths is his ability to quickly form genuine relationships with the motivation of seeing others succeed.

Hunter graduated from Houghton University with a bachelor’s in music theory and composition and went on to get his master’s from West Chester University of Pennsylvania in the same. So, it goes without saying, Hunter is also an active musician and published composer, something he’s passionate about doing outside the office.

Hunter and his husband, Eddie, live outside of Raleigh, North Carolina with their two cats, Richard and Lucy, who continually test their patience every day (but they’re really cute).

Sean joins Dew Wealth Management after working in the international shipping sector, where he worked as an accountant and, later, operations auditor for one of the world’s largest shipping companies. After nearly two decades, he shifted away from the large global corporate environment to work for a small coaching startup in the legal sector, developing an interest in developing systems and workflows.

He lives in upstate New York with his wife of 24 years and two sons. When he’s not working, Sean enjoys spending time with his family and their two dogs, exercising, cooking, woodworking, gardening, listening to jazz music, and reading.

Andrés Plashal brings over two decades of strategic marketing expertise to Dew Wealth Management after establishing and operating a successful marketing intelligence agency. His leadership philosophy is built on quiet confidence and a positive mindset as essential foundations for sustainable success.

As an accomplished entrepreneur, Andrés drives organizational growth through precisely crafted, data-driven campaigns. His unique blend of analytical precision and creative vision enables him to identify opportunities that others frequently overlook, consistently delivering exceptional business outcomes.

His credentials include a Marketing degree from Columbia College Chicago and Behavioral Science certifications from the University of Illinois' Gies College of Business. His entrepreneurial achievements are further validated by his designations as a Google Marketing Partner, Google Ads Certified Partner, and charter member of the Paid Search Association.

Originally from Santiago, Chile, his global perspective developed through his upbringing in Northern Virginia and subsequent decades in Chicago before establishing his current residence in Pittsburgh. Beyond his professional pursuits, Andrés enjoys life as a private pilot, restores furniture, and values quality time with his family.

Beatrice joins Dew Wealth Management with experience in customer service, retail management, and education. Beatrice’s core strength is making strong connections with everyone she meets and is excited to use these skills at DWM. She graduated from Temple University with a bachelor’s in Vocal Performance and is an avid musician and performer. Beatrice continues to perform and teach around southeastern Pennsylvania outside the office.

Beatrice, a champagne and oyster enthusiast, and her husband, Alex, live in Lancaster, PA with their long-haired dachshund, Daisy, and cat, Crouton. When she’s not performing, working, or teaching, she enjoys cooking, trying new restaurants, and going to the beach!

Trent joins Dew Wealth Management after working with one of the world’s largest financial services companies, holding various roles in operations, financial planning & analysis, and project management. As a valued member of the team, he built a strong reputation for developing process improvements and helping lead strategic initiatives.  

He holds a BA in economics from Wheaton College (IL) and an MS in economics from Drexel University.

Outside of work, Trent enjoys golfing, playing board games, and going to Philadelphia Union games with friends.

Caleb brings 17 years of comprehensive IT experience across healthcare, education, finance, and government contracting sectors. Caleb specializes in creating seamless technological environments that empower the team to deliver exceptional client service.
 
Now in his third year as a North Carolina resident, Caleb has embraced Southern charm after relocating from Florida, though his Massachusetts roots ensure sarcasm remains his love language. He lives with his wife and daughter, and when he's not optimizing IT systems, Caleb enjoys exploring the outdoors through road trips with their dog and various travel adventures. He maintains an active lifestyle through regular gym workouts and playing football at the park with his brother, and volunteers at his wife's school to contribute to the local community.