Our Team

With a successful professional background in banking, Ron brought the foundation of a 15-year career in finance into his calling as a financial advisor.

With a passion for helping others retire with confidence and steward their wealth, Justin approaches financial advising with the heart of a teacher. Justin guides clients to answer the critical question – ‘How Much is Enough?’ He does...

Jim excels at helping people identify financial goals, guiding them to establish and maintain investment strategies for retirement, college, and estate planning. He began his career in 1987 as a financial consultant in the banking...

Cathy’s client involvement includes answering the phone, greeting clients, confirming appointments, keeping our computer files up to date and accurate and a long list of other tasks. One of the constants of her job is that it is...

Courtney joined the Steward Guide Wealth Partners team in 2024. With almost 10 years of banking experience and 4 years with LPL Financial, she brings a strong background in client account servicing, customer service, and maintaining...