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 & LPL Investment Advisor Representative
Marion Steward, CFP®
Founder & LPL Investment Advisor Representative
Phone: (303) 444-5440
Email: marion.steward@lpl.com
CERTIFIED FINANCIAL PLANNER® Professional
Marion has spent over 25 years helping successful professionals design one of life’s most important chapters: retiring confidently and creating a sustainable income plan that supports the life they’ve worked hard to build.
She specializes in working with people in their 50s and 60s who want comprehensive financial guidance without getting lost in the details. Her clients appreciate her laid-back, straight-talk approach—she gives you the bottom line first, then drills down into the specifics when and as you need them. No unnecessary complexity, just clarity and a partnership you can count on.
Marion connects naturally with down-to-earth, optimistic people who value meaningful experiences—whether that’s exploring new destinations, giving back to causes they care about, or simply enjoying what they’ve built. She believes financial planning should empower you to live generously and fully, not keep you up at night worrying about details.
Marion was recognized as the No. 22 woman advisor in Colorado and the No. 54 wealth advisor overall statewide on the 2025 list of the Forbes/SHOOK Best-in-State Wealth Advisors.
A Past President of the Financial Planning Association of Colorado, Marion is committed to advancing the profession and values mentoring emerging financial planners. She takes pride in being a valued guide during a pivotal time in her clients’ lives, helping them transition from accumulation to distribution with confidence and clarity.
When she’s not working with clients, Marion loves to travel (she’s always planning her next adventure), practice archery, and spend time with her two dogs, Juliet and Rosalind, who are frequent companions in her Boulder office.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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.
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.
Ashlee Mauer
Branch Office Assistant
Ashlee Mauer
Branch Office Assistant
Phone: (303) 444-5440
Email: ashlee.mauer@lpl.com
Ashlee is our Branch Office Assistant and an experienced administrative professional with a strong background in supporting financial services teams and enhancing operational efficiency. With a keen eye for detail and a proactive approach, she excels in managing schedules, coordinating client communications, and ensuring smooth day-to-day operations. Known for her reliability, discretion, and ability to meaningfully connect with clients, Ashlee plays a vital role in supporting the Financial Steward Associates team.
Ashlee is a native of Colorado. She went to college in South Carolina and got her BS in Mathematics. She spent an additional six years in Charleston, SC and became a lover of soul food and southern hospitality. She met her husband when she moved back to Colorado. Ashlee and her husband, Jay, live in Erie, CO with their dog, LittleFoot. In Ashlee's free time, she loves to travel, spend time with her family, and still plays and coaches volleyball.
