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.

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.

Dew Core Values:

Jim Dew, CFP®, MBA, ChFC®, CPWA®, CDFA

Founder & CEO

Mimi Dew

Founder & President

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

Managing Partner

Justin E. Crawford, Esq.

Director of Operations

Bryan Stobb, CFP®, MBA, CIMA®

Director of Investments

Nate Birkholz, JD

Senior Advisor

Ryan Cox, CFP®, EA, CEPA®

Senior Advisor

Wes Leftwich, CFP®, CEPA®, AIF®, MSFP

Lead Advisor

Ryan Miller, CFP®


Nick Marino, CFP®, ChFC®, EA


Drew Tingle, CFP®


Andrew Majd, CFP®


Sarah Waldren, CFP®


Anna Bhai, CFP®


Preston Weaver, CFP®, EA


Kolton Quitno, CFP®

Associate Advisor

Carter Bennett, CFP®, MBA

Associate Advisor

Grant Giardino, CFP®

Associate Advisor

Nick West, CFP®

Associate Advisor

Brian Otto

Associate Advisor

Justin Kowalski

Associate Advisor

Hunter Gregory


Rachel Meemken

Director of Client Services

Sandi Curto

Office Manager

Nellie Jess

Document Specialist

Robyn Schanafelt

Executive Assistant to
Mimi Dew

Jenny Casquejo

Project Coordinator