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 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 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.
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 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
Sean joins Dew Wealth Management after more than 18 years in the financial planning and wealth management industry. As a financial advisor, he has delivered advice to thousands of clients through significant life events. Sean’s success provided him the opportunity to travel the country to train hundreds of financial advisors. He has significant leadership experience, having managed various financial planning, analytics, and operations groups at a national level.
Sean holds a Bachelor of Science in Accountancy from Arizona State University and is a CERTIFIED FINANCIAL PLANNER®. He is a passionate fiduciary and enjoys making a positive impact on his clients’ lives.
Sean and his fiancé Erica, a registered nurse, are both native Phoenicians. They live in North Phoenix with their little Shih Tzu mix named Joey (or JoJo), who entertains them with his endless energy and facetious personality. They spend their free time with family and friends, trying new restaurants, and visiting the local dog park. They love to travel, with San Diego beaches being their go-to destination.
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 plans on expanding his knowledge and skills as he
looks to obtain his candidacy for becoming 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 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.
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 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.