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 26 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 Vice 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 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.
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 Associate 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® 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.
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.