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.
Mimi & I started Dew Wealth Management with the mission of providing entrepreneur clients with a team of trusted advisors who are as invested as they are in planning for a better tomorrow.
Jim’s credentials include:
Fun Facts About Mimi
Justin joins Dew Wealth Management on the heels of an extensive career helping early-to-mid-stage firms scale. He established his reputation as a “systems guy” while working as the COO for one of the 3 largest international shipping companies in the world during the same 13-year period when he served as a logistics officer in the Navy.
Since leaving the world of international shipping, Justin has established a reputation as an attorney, international bestselling author, and seasoned COO who has been featured in over 300 major media outlets from CNBC and network television interviews to Forbes, Fast Company, and many other publications. Among his many accolades, he has built 3 multi-million-dollar businesses from the ground up and helped his last company scale from 15 employees to 150 before leaving them to help Dew Wealth Management engage in a similar journey. He has a Six-Sigma certification in Lean Management and his collegiate alma maters include a federal academy (to which he was nominated by Senator John McCain), a top-tier law school (where he graduated cum laude), and several of NYU’s campuses, where he studied tax law, business, and entrepreneurship.
Outside of work, Justin enjoys tennis and weightlifting as fun endorphin-maximizing activities. Justin and his wife Amy keep very busy raising their 4 adopted daughters, who joined their family in 2015 from the Pennsylvania foster system.
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), son (Harvey) and dog (Charlie).
Santiago joins Dew Wealth Management after working as a financial analyst servicing large Financial Advisors. Before embarking on his finance career, Santiago served in the United States Marine Corps as an Unmanned Aircraft Pilot. During service, Santiago served two tours in support of Operation Enduring Freedom where he was awarded the Naval Achievement Medal and the Presidential Unit Commendation. His commitment to service extended beyond the military, as he continued to work with Unmanned Aircraft with the Department of Defense and the State Department, providing support to foreign militaries.
Santiago is an alumnus of Arizona State University, where he earned a Bachelor of Science degree in Business Information Systems with a minor in finance. A Miami native, Santiago now calls Phoenix, Arizona, his home. Beyond his professional pursuits, he maintains an active and adventurous lifestyle. Santiago is passionate about fitness, enjoys participating in sports, and has a love for travel. His adventures have taken him as far as South America, where he learned the Spanish language while living abroad.
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!
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 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.
Ryan joins Dew Wealth Management with an excitement to reconnect and specialize in working with entrepreneur clients. He enjoys the complexities and rewards that come with managing the Virtual Family Offices for these entrepreneurs.
After receiving his Bachelor’s Degree in Business Administration from the University of Missouri-St. Louis in 2008, Ryan spent his earlier career advising people of nearly all generations and levels of wealth. Ryan is also a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED INVESTMENT FIDICUIARY®.
Feeling the pull to return home, Ryan and his wife, Carey, moved their family back to Indiana where they have three wonderful children. Outside of the office, Ryan enjoys playing with his kids, squeezing in the occasional round of golf, and watching various sports and car races.
Nick joins Dew Wealth Management after prior experience working with entrepreneurs at an RIA firm. He is excited to utilize his 7 years of financial planning knowledge to help Dew Wealth’s entrepreneurial clients MAKE RICH REAL®.
Nick is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and IRS Enrolled Agent. He also received his Bachelor of Science in Business from Capella University.
Nick currently resides in Columbus, OH with his wife, son and mini-goldendoodle. Outside of the office, Nick is a huge Cleveland sports fan, enjoys working out, and visiting craft breweries and distilleries.
Drew’s passion for coaching entrepreneurs through life’s financial complexities led him to join Dew Wealth Management after serving business owners in the fintech space and working as a Wealth Manager for a top 100 RIA firm. His attention to detail and goal-driven approach helps seamlessly coordinate a client’s financial journey through targeted tax, estate, insurance, and investment strategies.
Drew graduated from Western Kentucky University with a Bachelor of Science in Business Management and Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, you’ll find Drew volunteering for non-profit organizations in the St. Louis community, spending time outdoors with family and friends, traveling, testing a new recipe, or relaxing with his cat, Spencer.
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 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. She is 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.
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 obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2018 and became an Enrolled Agent with the IRS in 2023.
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.
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.
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.
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. His passion lies in seeing the big picture and turning problems into opportunities.
Kolton graduated from Grand Canyon University with a Bachelor of Science in Marketing and a minor in Finance and Economics. Kolton is also a CERTIFIED FINANCIAL PLANNER™ professional and a Wealth Management Specialist℠.
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.
Nick joins Dew Wealth Management as an Associate Advisor after previous experience working with entrepreneurs at an RIA firm. He has a passion for all things financial planning and seeks to make the complex, simple. Nick graduated from Towson University with a Bachelors of Science in Business Administration with a focus in Financial Planning, while receiving the honors of Cum Laude.
Nick was born and raised in Baltimore, Maryland. He and his wife are high school sweethearts. Outside of work, you may find Nick playing a disc golf course or spending some time in the great outdoors with his family.
Justin joins Dew Wealth Management as an Associate Advisor after beginning his career as a Financial Consultant for a financial company in Michigan. His skills include: investments, financial planning, financial analysis, compliance and mergers and acquisitions.
Justin graduated from Wayne State University in Detroit, Michigan, with a Bachelor of Science in Business Administration, with a double major in Finance and Management.
Justin was born and raised in Wyandotte, Michigan. Outside of work, you may find Justin snowboarding, golfing, fishing or at the racetrack. He is also a wine enthusiast.
Stephen joins Dew Wealth Management as an Associate Advisor after gaining valuable experience working with retired business owners and executives at an RIA firm. Following his successful completion of the CFP® exam, Stephen decided to focus his expertise on intricate financial planning for business owners.
Stephen was born in Arizona but grew up in a small town in Michoacán, México. He moved back to Arizona in 2011 and graduated from Arizona State University with a Bachelor of Arts in Spanish Literature and Language. Stephen became a CERTIFIED FINANCIAL PLANNER™ in 2022.
Outside of work, Stephen enjoys staying active with his wife, Shelby, chasing around his son Titus, and going to their local church with friends and family. When he has a minute to spare, you might catch him pretending to be Travis Barker on the drums or challenging opponents on chess.com.
Anders (On-ders) joins Dew Wealth Management after experience working with high-net-worth families and business owners at a boutique wealth management firm in Utah. He graduated from the University of Utah with a Bachelor of Science and has earned the CFP® Professional designation and Enrolled Agent designation to further develop his expertise as a Financial Advisor. He also has experience as a tax preparer, giving him unique insight into the specific tax strategies and tactics entrepreneurs can use to pay less in taxes year after year. He loves all aspects of financial planning, but he is most passionate about helping first-generation entrepreneurs build and secure generational wealth for their heirs and avoid the “shirtsleeves to shirtsleeves in three generations” adage that plagues wealth creators and their families.
Anders lives in sunny St. George, Utah, with his wife Paige, their 3-year-old daughter Ruth, and their 6-month-old son Finley. Outside of work, you can find Anders spending time with his kids, exploring Utah’s great outdoors, and enjoying a game of pickleball with friends.
Hunter joins Dew Wealth Management after working as a Recruiter specifically for fractional executive leadership at How to Manage a Small Law Firm. He has experience in different recruiting styles for high-level positions, as well as in sales and administrative tasks. One of his core strengths is his ability to quickly form genuine relationships with the motivation of seeing others succeed.
Hunter graduated from Houghton University with a bachelor’s in music theory and composition and went on to get his master’s from West Chester University of Pennsylvania in the same. So, it goes without saying, Hunter is also an active musician and published composer, something he’s passionate about doing outside the office.
Hunter and his fiancé, Eddie, live outside of Philadelphia, PA with their two cats, Richard and Lucy, who continually test their patience every day (but they’re really cute).
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.
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.
Robyn started her career working in public mental health. She has spent the last 13 years working in accounting, handling payables, receivables and all office management functions.
Robyn is a native Arizonan and a graduate of the University of Arizona. She has been married to her husband Bryan for over 25 years. Together, they have 3 great kids and 2 dogs.
In her free time, Robyn enjoys walking, hiking, pickleball and reading. She and her family enjoy watching sports and spending time outdoors.
Jenny joins Dew Wealth Management after prior experience working as an Administrative Assistant. She is a Certified Associate in Project Management (CAPM)® professional and volunteers for the local PMI chapter.
You can find Jenny running, drinking coffee, or hanging out with her rescue dog Tripp Harvey outside of work.
Shaundra, who goes by Shaun, joins Dew Wealth Management after beginning her career as an associate financial planner for a small RIA firm where she helped young professionals and retirees. Her knowledge in the areas of tax planning, retirement planning, and financial planning software will be a great asset for clients at Dew. Her passion lies in serving others through building relationships and being solution oriented.
Shaun graduated from Southern New Hampshire University with a Master of Science in Accounting. She intends to expand her skills and expertise by becoming a Certified Financial Planner™.
Shaun was born and raised in Birmingham, Alabama. Outside of the office, Shaun loves to spend time with her friends and family, travel, watch basketball as well as Alabama Football and read personal development books.
Sean joins Dew Wealth Management after working in the international shipping sector, where he worked as an accountant and, later, operations auditor for one of the world’s largest shipping companies. After nearly two decades, he shifted away from the large global corporate environment to work for a small coaching startup in the legal sector, developing an interest in developing systems and workflows.
He lives in upstate New York with his wife of 24 years and two sons. When he’s not working, Sean enjoys spending time with his family and their two dogs, exercising, cooking, woodworking, gardening, listening to jazz music, and reading.
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.