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

Mimi Dew

Founder & President

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

Vice President

Justin E. Crawford, JD

Director of Operations

Bryan Stobb, CFP®, MBA, CIMA®

Director of Investments

Nate Birkholz, JD

Senior Advisor

Ryan Cox, CFP®, EA, CEPA®

Lead Advisor

Clay Westover, CEPA®

Lead Advisor

Wes Leftwich, CFP®, CEPA®, AIF®, MSFP


Ryan Miller, CFP®


Laura Davis, CFP®


Nick Marino, CFP®, ChFC®, EA


Drew Tingle, CFP®


Andrew Majd, CFP®

Associate Advisor

Sarah Waldren

Associate Advisor

Preston Weaver, CFP®

Associate Advisor

Kolton Quitno

Associate Advisor

Carter Bennett, MBA

Associate Advisor

Grant Giardino

Associate Advisor

Ashley McWhorter

Associate Advisor

Rachel Meemken

Director of Client Services

Sandi Curto

Office Manager

Nellie Jess

Document Specialist

Robyn Schanafelt

Executive Assistant to
Mimi Dew