Your Team in Financial Understanding
Our Brand Promise:
We are committed to your success. We will help you identify where you want to go and tailor a path to get you there so you can pursue your own passions.
Marion Steward, CFP®
Founder & Investment Advisor Representative
Marion Steward, CFP®
Founder & Investment Advisor Representative
Phone: (303) 444-5440
Email: marion.steward@lpl.com
Marion is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee, an Investment Advisor Representative through Financial Steward Associates, and Registered Representative through LPL Financial. She is also president and founder of Financial Steward Associates, which she established in 2005. Although located in Boulder, Colorado, Marion advises clients from coast to coast and meets with them regularly over the phone or via Zoom to stay updated. She is able to give her clients exceptional support by researching complex issues with them and reviewing their accounts or investment strategies, all while managing employees and implementing company-wide initiatives.
From the beginning, Marion’s most outstanding quality has been her ability to connect with her clients in a way that develops close relationships built on trust. She learns their goals, fears, dreams and concerns, as well as their dollars and cents. Armed with this knowledge, Marion is able to help manage client’s expectations, reassure them when there are bumps in the road and support them as they fulfill their goals to make their dreams a reality. Her guidance supports people who are just starting out, those who are well into their earning phase and those who are retired. Marion believes that we each have our own gifts and passion to pursue in life, and she wants to help you have financial confidence so that you can focus on what you truly love.
Marion graduated from UC Berkeley with a double major in economics and French. Her career began in the retirement planning business with First Trust Corporation, a trustee for IRAs and Qualified Plans. After working for First Trust in the Compliance department, she left to start her own financial planning practice. Marion earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2000 and is also a LPL Registered Representative and Investment Advisor Representative through FSA. She served as president of the Colorado Financial Planning Association in 2005 and mentors both financial planning students and financial planners who are eager to launch their own businesses.
Marion lives in Niwot, CO with her husband and their Black Russian Terrier, Juliet. Their latest hobby is archery with a recurve bow. They also love to travel, with eclectic destinations from Sitka, AK and National Parks to Tahiti, Florence and Cambridge, England to visit their daughter. In her free time, in addition to archery, Marion enjoys hiking, knitting/crocheting and making candles.
Licenses and Registrations held through LPL Financial:
- Series 7
- Series 24
- Series 65
Minimum Qualifications for The CERTIFIED FINANCIAL PLANNER™ Designation:
CFP is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney's license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board's ethical standards.
Heather Williams, CFP®
Financial Planner
Heather Williams, CFP®
Financial Planner
Phone: (303) 444-5440
Email: heather.a.williams@lpl.com
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee, Heather strives to help people find financial confidence. She creates and monitors financial roadmaps, meets with clients to discuss how they can pursue their financial goals, manages investment accounts, coaches clients through life transitions and recommends financial strategies.
Heather believes that a healthy financial foundation can allow anyone to reach a higher potential in their endeavors. She enjoys maintaining a personal connection with our clients, helping them define and pursue their financial goals and exceeding their expectations of support. She sees that even basic personal financial planning concepts can give confidence to many of her clients.
Heather obtained her B.S. in finance from the Metropolitan State University of Denver in 2007 with Cum Laude honors. She completed an internship with Financial Steward Associates in 2008, then joined FSA full time in 2013 and has served in various roles. Heather earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016, is an LPL Registered Representative and FSA Investment Advisor Representative, and is affiliated with the Financial Planning Association. She provides comprehensive financial planning, investment advice and financial management.
Heather and her husband, Justin, live in beautiful Longmont, CO. As a Colorado native, she loves hiking, camping, yoga, kayaking, reading and traveling. Heather also has a love for animals, she and Justin have a cat named Calvin and a dog named Rocky.
Licenses and Registrations held through LPL Financial:
- Series 7
- Series 63
Minimum Qualifications for The CERTIFIED FINANCIAL PLANNER™ Designation:
CFP is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney's license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board's ethical standards.
Ned Meloni, CFP®, CRPC®
Financial Advisor
Ned Meloni, CFP®, CRPC®
Financial Advisor
Phone: (303) 444-5440
Email: ned.meloni@lpl.com
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor™ licensee, Ned strives to assist clients with confidently navigating their financial lives through education. His passion is to work collaboratively with clients to simplify personal finances while maintaining flexibility, options and control. Ned believes our financial lives are not just about the numbers of “the market” or technical competency. Financial success is rooted in each of our personal life experiences, habits, actions and deeply held beliefs. Assembling all the pieces of your financial puzzle together while aligning your goals and values with your invested capital is a great responsibility and rewarding challenge.
Ned has served in various roles within the financial services industry since 2000. He earned a B.A. in Economics and International Business from the SUNY College at Brockport. He is most proud of his past volunteer work as a Legislative Advocate for the Alzheimer’s Association.
He is an LPL Registered Representative and Investment Advisor Representative, through FSA. He provides comprehensive financial planning, investment advice and financial management.
Ned and his wife live in Denver, CO. They have a deep appreciation for the incredible outdoor lifestyle Colorado provides while enjoying hiking, camping, cycling and skiing.
Licenses and Registration held through LPL Financial:
- Series 7
- Series 63
Minimum Qualifications for The CERTIFIED FINANCIAL PLANNER™ Designation:
CFP is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney's license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board's ethical standards.
Dana Duckman, CFP®
Dana Duckman, CFP®
Phone: (303) 444-5440
Email: dana.duckman@lpl.com
A CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee, Dana has worked in wealth management since 2003. She maintains a lifelong passion for helping people and making a positive difference in their lives. At the heart of this is Dana’s desire and ability to connect with people and build trust. Her approach to working with clients is holistic and personalized. It starts with getting to know them – listening and learning what’s important to them, their hopes, fears, and wishes, and short and long-term goals. Dana blends financial acumen and investment knowledge with empathy and innovative thinking and always has an eye towards changes in circumstances. She offers guidance and support regularly, but especially during the unexpected. Financial health is a process, and not without challenges. Dana believes in the importance of helping clients manage expectations and facilitate this process according to their own values. Dana enjoys ushering clients along the way as they gain confidence in their situations, pursue goals and dreams, and strive for success.
Dana’s financial career began in equity research at Kidder Peabody in New York City, and her wealth management career began at Ernst & Young in Philadelphia. Prior to joining FSA, Dana worked with BMO Private Bank in Sarasota, Florida, and has been a member of the Financial Planning Association since 2017. Originally from the northeast, Dana relocated to Colorado 3 years ago. A graduate of Franklin and Marshall College in Lancaster, PA, Dana actively pursues professional and personal development.
In her spare time, Dana enjoys volunteering, and is currently a teacher to adult non-native students with Intercambio and a mentor with A Precious Child. Dana is an avid runner and hiker and enjoys being active and outdoors in all seasons. Dana is an arts afficionado, loves reading, yoga, and antiquing, and spending time with her felines, Plato and Gia.
Sid Smith, CFP®
Financial Planner
Sid Smith, CFP®
FINANCIAl Planner
Phone: (303) 444-5440
Email: sid.smith@lpl.com
As a Financial Planner, Sid truly enjoys being able to help others in the field of personal finance. He loves preparing financial plans and completing in-depth research to help our clients establish specific priorities and develop new strategies for our team and our clients. Along with financial planning work, he does investment research, helps manage investment accounts, and meets with clients. He takes pleasure in building and maintaining relationships with our clients and helping them reach their financial goals in life.
Sid earned his B.S. in Environmental Engineering from Gannon University in 2017. He then went on to complete a CFP(R) Board Registered Program at Edinboro University in 2021 before joining the FSA team. He has his Series 63, 7, and SIE held through LPL Financial. Sid earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2024 and is also an LPL Registered Representative and FSA Investment Advisor Representative.
Sid grew up in Pennsylvania but has lived in Colorado for about three years now. In his free time, he enjoys exploring the outdoors, hiking, reading, watching baseball and football, and cheering on the Oklahoma Sooners.
Licenses and Registrations held through LPL Financial:
• Series 7
• Series 63
Minimum Qualifications for The CERTIFIED FINANCIAL PLANNER™ Designation:
CFP is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney's license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board's ethical standards.
Harmony Dunnick
Senior Client Service Associate
Harmony Dunnick
Senior CLIENT SERVICE ASSOCIATE
Phone: (303) 444-5440
Email: harmony.dunnick@lpl.com
As a Senior Client Service Associate, Harmony is primarily responsible for executing the service needs of our clients. Day-to-day, she works with advisors to keep clients moving towards their financial goals, helps clients with general information and opening accounts and assists the team with any other tasks in order to provide clients an excellent standard of care. She plays a critical role in the overall experience our clients have and is dedicated to working alongside our clients to help them pursue their goals. Harmony is a lifelong learner with over 18 years of client service experience and is eager to make a difference at FSA by connecting with and teaching others.
Harmony moved from Minnesota to Colorado with her husband, 3 daughters and lab retriever, De Niro. She is one of four girls and has 12 nieces and nephews back in Minnesota. Her father is a marketing executive for ServiceMaster Clean and her mother is a breast cancer survivor and liver transplant recipient. Harmony gives back to the community through a wide variety of organizations including the Denver Rescue Mission, Hope House of Colorado, Children of the Promise and Global Outreach Foundation. In her free time, she enjoys hunting, fishing, camping, music, mentoring women, cooking and reading.
Christina Boykin
Operations & Office Manager
Christina Boykin
Operations & Office manager
Phone:303-444-5440
Email: christina.boykin@lpl.com
As the Office Manager, Christina ensures a smoothly functioning and welcoming office that supports our team in providing an exceptional client experience.
Christina brings a wealth of skills in operations, administration, and compliance gained through her extensive experience in the fields of civil litigation, nonprofits, and healthcare.
She is responsible for our day-to-day operations and plays a key role in the areas of compliance, human resources, and marketing, along with accounting and IT support. She takes great pride in transforming all kinds of chaos into organized humming nirvana.
Christina is also an artist, primarily painting portraits in oil and illustrations in ink. She is a muralist with notable works at the Aurora Town Center mall, NoBo’s Emerald City, and Denver’s RiNo district. She has co-hosted an arts talk show filmed before a live studio audience in Jacksonville, FL and she has served as Vice President & Media Director on the board of the Longmont Artists Guild.
Christina resides in beautiful Longmont, CO with her son Escher, their mischievous cat Curie, and countless houseplants named after movie characters.
Alex Dunnick
Branch Office Assistant
Alex Dunnick
Branch Office Assistant
Phone: (303) 444-5440
Email: alexandra.dunnick@lpl.com
Alex joined FSA in 2023 as a Client Service Associate. In 2024, she became the Branch Office Assistant responsible for supporting the firm with the necessary day-to-day support and organization FSA needs to continue working alongside our clients to help them pursue their goals. By utilizing her client connections and data management skills, Alex continues to uphold the excellent standard of care at FSA. Alex also uses her creativity by assisting the office manager with coordinating events and marketing aspects of FSA. Alex brings 4 years of office management experience and 4 years of client relationship experience. She is driven to apply her skills in new and innovative ways and pushes to develop more through her role at FSA.
When she's not busy at work, Alex, a Minnesota native, enjoys exploring the outdoors on camping trips, hunting for unique finds at thrift stores, and expanding her repertoire of board games. In her downtime, she loves nothing more than curling up at home with her senior cat, Ash, and enjoying movie marathons.
