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OUR TEAM

As Invested As You Are®

Our passion for our work runs deeper than what is typically expected of our industry – and it shows in the deep relationships we build with our clients. Not only are we committed to learning about how wealth affects your life, but how it can enrich your future.

My path to becoming a financial advisor started in my first career as a High School Math and Physics teacher. I was an educator because I wanted to make a difference and saw the power that comes with sharing knowledge. I left teaching to further help people when they are faced with life’s major decisions. While working for a large securities firm I saw the conflicts that limited my ability to put clients first and give them the most objective advice.

To fulfill my desire to provide meaningful guidance, I started Dew Wealth Management with the mission of providing clients with a trusted advisor who is as invested as they are in planning for a better tomorrow.”

Jim Dew, CFP®, MBA, ChFC®, CPWA®, CDFA™

Founder & CEO of Dew Wealth Management

Jim Dew, Advisor To The Entrepreneur®, is the CEO and Founder of Dew Wealth Management. Jim has twenty-seven years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been a guest on podcasts like Entrepreneurs On Fire, Business Lunch, and The Ultimate Advisor. Jim has presented on many stages with other entrepreneurs like Ed Mylett, Robert Kiyosaki, and Tim Grover. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom, and Time.”

Jim’s credentials include:

  • BS, University of Arizona
  • MBA, Arizona State University
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Private Wealth Advisor (CPWA®)
  • Certified Divorce Financial Analyst (CDFA™)
  • Financial Planning Association (FPA)
  • Past President, FPA of Greater Phoenix
  • Executive Council Charities, Life Member
  • New Pathways for Youth, Emeritus Council
  • Approved by National Ethics Bureau™

Jim is also active in the community and has raised over $900,000 for the children’s charities in Arizona. He is passionate about helping others

Jim is a native Arizonan and a resident of Scottsdale. He values fitness and a healthy lifestyle, particularly enjoying reading, hiking, and writing. Jim has been married for more than 29 years to his beautiful wife, Mimi. He is still crazy about her.

Mimi Dew

Founder & President of Dew Wealth Management

Mimi and Jim had a vision in 1999 to create a firm with high integrity, trust, and commitment. She hoped to establish a firm that provided quality, personalized service to each individual client. Today, Dew Wealth Management is living proof of that vision. As President of the firm, Mimi guides the firm’s vision and goals for the long term by implementing new programs and procedures.

Mimi is responsible for overseeing the financial activities, marketing, and ensuring overall efficient operation of the firm. In addition to Dew Wealth, she is passionate about Health & Fitness where she has over 30 years of experience.  Her other passions include spending time with Jackson (the dog she and Jim rescued as a puppy) and charitable causes for children.

Mimi is a graduate of Arizona State University where she earned a Bachelor of Science degree.

Bryce Keffeler, CFP®,MBA, CLU®, ChFC®, CEPA®

Partner & Senior Advisor

Bryce joins Dew Wealth Management after several years at Intel Corporation as a Senior Business Analyst and as a financial planner with another local advisory firm. As Senior Advisor, he is integral in helping with strategy research, process improvement, and day-to-day operations. Bryce cares about our clients by supporting the implementation of the financial plan and advice. Bryce holds a Bachelor of Science in Finance and Entrepreneurship with honors from the University of Arizona. He also has his MBA from Arizona State University. Bryce is a Certified Financial Planner®, Chartered Financial Consultant®, Certified Exit Planning Advisor® and Chartered Life Underwriter®. Bryce is a native Arizonan and has immediate family members in the valley. Outside of work, he is passionate about spending time with his wife Leann and enjoys working out, cooking, and reading.

Bret Farris, M.Tax, CFP®, CIMA®, CPWA®

Senior Advisor

Bret joins Dew Wealth Management after more than 20 years in the financial services industry including senior roles in Single and Multi-Family Offices, Consulting, Trust, and Banking. As an Advisor, he helps elite entrepreneurs, founders and business owners achieve their dreams and goals.

Bret holds a Bachelor of Science in Finance from DePaul University in Chicago, and a Masters in Taxation and Accountancy with the Gies College of Business at the University of Illinois. Bret is a CERTIFIED FINANCIAL PLANNER®. He also holds the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations among others.

Bret is a recovering Chicagoan who recently departed the artic north for a sunny new life in the Valley with his Fiancé, who is a 5th generation Phoenician. They live in Tempe and spend as much time as possible at the gym, biking the canals and discovering new dog-friendly patios to share with their insanely affectionate Shetland Sheepdogs, Rigby and Dexter. They love to travel, and when they’re not in Phoenix, they can usually be found up north, hiking near Munds Park, or with friends around a pool in Palm Springs.

Bryan Stobb, CFP®, MBA, CIMA®

Director of Investments

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), and dog (Charlie).

Nate Birkholz, JD

Senior Advisor

Nate joins Dew Wealth Management with over 20 years experience helping business owners create wealth and preserve it for later generations. His experience as an attorney, working for public accounting, in financial planning, and implementing complex trust strategies, provides a unique perspective on the various issues that impact wealth management. Nate holds a Bachelor’s Degree in Philosophy from Minnesota State University and a Juris Doctorate from the University of Nebraska College of Law.

Away from the office, Nate is an active volunteer as an executive coach for nonprofit Christian ministries and serves as executive director of a select youth soccer club. Nate has been married to Sara for over 25 years. They have a college aged daughter, Salem, and high school aged son, Foster. Cabin vacations and a lot of soccer are the preferred family activities!

Clay Westover​

Lead Advisor

Clay joins Dew Wealth Management after starting his career in Texas. As an Advisor, he assists with client communication, strategy & planning research, and executing plan implementation. Clay loves working with entrepreneurs because of their goal-oriented and pragmatic thinking. He is committed to helping clients understand their options to make the most optimal decision. 

Clay graduated from Texas Tech with a Bachelors of Science in Personal Financial Planning after he served overseas in the United States Navy. He is currently a Certified Financial Planner® candidate (passing the exam in March 2020).

Originally from Las Vegas, Clay has lived around the world and now, gratefully, back in the Southwest where he is doing his best to eat at every taco shop in a 50-mile radius. Out of the office, Clay enjoys his motorcycle, hot yoga, and sniffing out new restaurants

 

Ryan Cox, CFP®, EA, CEPA®

Lead Advisor

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.

Wes Leftwich, CFP®, CEPA®, AIF®, MSFP

Advisor

Wes Joins Dew Wealth Management after working as a Wealth Manager at a top 100 RIA firm. As an Advisor, he has been able to differentiate himself by combining a deep level of analytical planning expertise with a strong sense of client advocacy. One of his core strengths is the ability to simplify an entrepreneur’s busy life by coordinating the tax, legal, insurance and investment planning.

Wes graduated from the University of Missouri with a Bachelor of Nutritional Sciences and Masters of Personal Financial Planning. While pursuing his degrees at Mizzou, Wes was a scholarship athlete for the football team from 2011-2015, earning Wide Receiver of the Year honors during his Senior Campaign. He is also a CERTIFIED FINANCIAL PLANNER® and ACCREDITED INVESTMENT FIDICUIARY®.

Wes and his wife, Bailey (who he met at Mizzou while she was a member of the track and field team), reside in St. Louis, Missouri with their rescue American Bulldog, Chief. They are avid travelers and welcome suggestions to new places.

Outside of the office, Wes enjoys working out, golfing, discovering new restaurants, giving back to his community via non-profit organizations (Animal Rescue, environmental awareness, and better neighborhoods), and socializing with new and old friends.

Christal Marotta, CFP®

Advisor

Christal joins Dew Wealth Management after spending majority of her career as an experienced Wealth Advisor at a large corporate firm and head of financial planning for an independent firm. She brings customized solutions to address each entrepreneur’s specific needs so that the entrepreneur can focus on what he/she does best.

Christal’s approach is providing utmost value as the center of the “Wealth Wheel” to run the team of professionals surrounding the entrepreneur, so that they are collaborating and communicating. This gives the entrepreneur freedom, time and energy to live their best life!

Christal’s passion for education lead her to Robert Morris University, where she obtained her bachelor’s degree in Professional Studies (Go Eagles!) and her CFP® from Northwestern University.

Christal loves spending time with her husband, who she met when she was 17-years old, and their beautiful daughters! In addition, she is passionate about fitness and believes health is like money – “we never have a true idea of its value until we lose it” Josh Billings. Christal also enjoys strength training and is an avid reader.

Andrew Majd, CFP®

Associate Advisor

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 Bachelors 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.

Sarah Waldren

Associate Advisor

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. Sarah plans to continue expanding her knowledge as she looks to obtain her candidacy for becoming 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. 

Kolton Quitno

Associate Advisor

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.

Kolton graduated from Grand Canyon University in Phoenix, Arizona with a Bachelor of Science in Marketing and a minor in Finance and Economics. He plans to expand his skills and expertise by becoming a Certified Financial Planner®.

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 5th, 2021. Outside of the office, Kolton loves to spend time with his wife and family, hit the gym, and go hiking in the mountains.

Carter Bennett, MBA

Associate Advisor

Carter joins Dew Wealth Management as an Associate Advisor after beginning his career as a Financial Advisor at The Vanguard Group. He looks to use his experience and skills to impact entrepreneur clients! Carter’s knowledge around the areas of asset management will be valuable for clients at Dew.

Carter graduated from Grand Canyon University in Phoenix, AZ with a Bachelor of Science in Business Administration and also achieved his MBA at GCU. He is currently working on his CFP certification to expand his skills and expertise. Carter is always reading outside of work to enhance his acumen.

Carter was born and raised in Scottsdale, AZ and loves living in the desert because he never has to worry about shoveling snow. He met his wife, Julia, at GCU. They got married in 2019. Julia is a nurse who makes his job look easy compared to what she deals with on a daily basis. Outside of the office, Carter loves to spend time with his wife and family, go to church, watch Quentin Tarantino films, play football, hit the gym, and review movies.

Preston Weaver, CFP®

Associate Advisor

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 Masters of Science in Personal Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER® passing the exam in 2018.

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.

Grant Giardino

Associate Advisor

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.

Rachel Meemken

Director of Client Services

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.

Sandi Curto

Office Manager

Sandi joins Dew Wealth Management after spending many years of professional experience in executive and relationship management. She was an Account Manager for a government funding program for schools and previously worked in the multimedia and insurance industry.

Sandi was born in New York and moved to Scottsdale in 1978 to attend high school then college. She has been a resident ever since.

Sandi enjoys classic rock (especially when her significant other’s band is playing!), dancing, cooking, exercising, stand-up comedy, documentaries and visiting with her grand dog, Hank.  He’s a Bull Mastiff who thinks he’s a lap dog!

Sandi has two lovely grown children, a son and a daughter, who also reside in Arizona.

Nellie Jess

Document Specialist

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, 4 boys and 2 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.

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