facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Get to Know Financial Steward Associates

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.

Schedule Time to Meet With Us


Marion Steward, CFP® Photo
Read Bio

Marion Steward, CFP®

Founder & LPL Investment Advisor Representative

 Marion Steward

Marion Steward, CFP®

Founder & LPL Investment Advisor Representative

Phone: (303) 444-5440
Email: marion.steward@lpl.com

Marion is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee and an Investment Advisor 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 Registered Representative and Investment Advisor Representative through LPL Financial. 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
Heather Williams, CFP® Photo
Read Bio

Heather Williams, CFP®

LPL Financial Planner
Heather Williams

Heather Williams, CFP®

LPL 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 a Registered Representative and Investment Advisor Representative through LPL Financial, 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 two cats, Calvin and Luna, and a dog named Rocky.

Licenses and Registrations held through LPL Financial: 

  • Series 7
  • Series 63
Lindsay Monasmith Photo
Read Bio

Lindsay Monasmith

Office Manager
Lindsay Monasmith

Lindsay Monasmith

OFFICE MANAGER

Phone: (303) 444-5440
Email: lindsay.monasmith@lpl.com

Lindsay serves FSA as our Office Manager. Lindsay's role is to serve the office administratively, as well as aid in client development and client service. Lindsay oversees appointment and office scheduling, but she is also the go-to person when you're not sure who to contact at the office. She oversees the projects that will benefit the office’s continued growth, plans events, manages the website and works on marketing initiatives.

Lindsay loves to watch our clients pursue their goals and learn how to work towards financial independence. She believes that personal finances are extremely personal, and she takes pride in being a trusted partner for her clients. Her reliability adds special value to the office and enables everything to run smoothly.

Lindsay obtained her B.S. in Finance from the University of Wyoming in 2017 before joining the FSA team as Branch Office Assistant.

Outside of the office, Lindsay enjoys camping and exploring beautiful Colorado, typography, making hand-lettered cards, taking care of her cat named Puddles and spending time with her family and two-year-old twin nieces.

Santiago Huerta Photo
Read Bio

Santiago Huerta

ADMINISTRATIVE ASSISTANT
Santiago Huerta

Santiago Huerta

ADMINISTRATIVE ASSISTANT

Phone: (833) 879-8315
Email: admin.steward@lpl.com

Santiago Huerta joined our team as an administrative assistant, with 7 years of experience in financial services he is a great new asset for our clients. He is an LPL employee and is part of the Admin solutions program that supports multiple advisor's businesses. He brings valuable support and expertise in various administrative tasks and client management functions to facilitate and further enhance your experience.

Santiago has a bachelor’s degree in Finance from the Technological Institute of Monterrey (ITESM) and began his professional career working as a business analyst at PricewaterhouseCoopers.

Prior to joining LPL, Santiago has worked as a financial advisor and strongly believes financial education is the most important factor to pursue your financial goals. An advocate for continued learning, Santiago is FINRA Series 6, 63 and 65 licensed, held through LPL Financial. 

Santiago has spent time studying abroad in Germany where he learned the culture and the language. He is married to his wife, Andrea, and enjoys traveling with their two daughters, Amelia and Julia.

Harmony Dunnick Photo
Read Bio

Harmony Dunnick

Client Service Associate

Harmony Dunnick

Harmony Dunnick

CLIENT SERVICE ASSOCIATE

Phone: (303) 444-5440
Email: harmony.dunnick@lpl.com

As a 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.