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

CEO of Dew Wealth Management

Jim Dew, Advisor To The Entrepreneur®, is the CEO of Dew Wealth Management. Jim has twenty-four 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 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 is also known for speaking on national stages for elite entrepreneurs. 

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
  • Teaches CE classes for Attorneys and CPAs
  • 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 27 years to his beautiful wife, Mimi. He is still crazy about her.

Mimi Dew

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®️

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 Chartered Financial Consultant®, Certified Exit Planning Advisor® and Chartered Life Underwriter® in addition to being a Certified Financial Planner® candidate.

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, CFP®, CIMA®, CPWA®

Lead 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 is currently a candidate for a Masters in 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 Central Phoenix 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 Sheepdog, Rigby. 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.

Clay Westover​

Advisor

Clay joins Dew Wealth Management after starting his career in Texas. As an Associate 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.

 

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.