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.
Mariana Moosavi
Operations Manager
Mariana Moosavi
Operations MANAGER
Phone: (303) 444-5440
Email: mariana.moosavi@lpl.com
In her current role as Operations Manager, Mariana Moosavi manages all aspects of the office, including finance, human resources, compliance, and operations. Mariana has a Bachelor's degree in Nursing from Universidad Pública de Navarra, Pamplona. Mariana is an accomplished results driven leader with over a decade of experience in Operations and team management. With a strategic mindset and strong analytical abilities, she excels in identifying improvement opportunities and developing effective solutions. She has successfully led teams, set strategic goals, and ensured client satisfaction while optimizing resources and implementing technological advancements.
In addition to her professional accomplishments, Mariana is also active in her community. She reserves her free time to volunteer with the Sexual Assault & Prevention Center, supporting survivors and educating the community on preventing sexual violence. She is a founding member of the Latin Outreach Committee, which provides support and resources for Latina/o minors in the community. Mariana recently relocated from Austin to Denver and is excited to explore all that the Rocky Mountains have to offer.
Sid Smith
Financial Planning Assistant
Sid Smith
FINANCIAL PLANNING ASSISTANT
Phone: (303) 444-5440
Email: sid.smith@lpl.com
As a Financial Planning Assistant, Sid truly enjoys being able to help others in the field of personal finance. He helps prepare financial plans and completes in-depth research to help our office establish specific priorities and develop new strategies for our team and our clients. Along with financial planning work, he does investment research, joins advisors on client meetings and administers the meeting summary afterward.
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. Sid also has his Series 63, 7, and SIE held through LPL Financial.
Sid grew up in Pennsylvania, but has lived in Colorado for about two years now. In his free time, he enjoys exploring the outdoors, hiking, reading, watching hockey and football, and cheering on the Oklahoma Sooners.
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.
Nicole Samolovitch
Client Service Associate
Nichole Samolovitch
client service associate
Phone: (303) 444-5440
Email: nikki.samolovitch@lpl.com
Nikki relocated to Boulder from Miami over 14 years ago. She lives here with her three children, Christian, Cruz, and Calliope. She has two rescue dogs, Betty and Sophia, and a cat named Charlie, whom she adopted while volunteering with the Humane Society of Boulder.
Nikki spends her free time volunteering for the Survivors of Mass Violence Organization, The Rebels Project, and the local food bank EFAA. She enjoys spending time with her children, traveling, and hiking with her dogs.
Alex Dunnick
Client Service Associate
Alex Dunnick
Client Service Associate
Phone: (303) 444-5440
Email: alexandra.dunnick@lpl.com
Since she joined the team in June of 2023, Alex has served FSA as a Client Service Associate. By utilizing her skills in client connections and data organization, Alex continues to uphold the excellent standard of care at FSA. She enjoys meeting and cultivating connections with clients as she assists them in the day-to-day tasks required for them to meet their goals. Alex also utilizes her creativity by assisting with marketing aspects of FSA, as well as supporting the office manager with database management. Alex brings 4 years of client relationship experience in addition to 4 years of office management experience. She is driven to apply her skills in new and innovative ways and pushes to develop more through her role at FSA.
Originally from Minnesota, Alex spends her time outside the office on camping trips, seeking great bargains at thrift stores and learning new board games. When she isn't on the move, she is at home marathoning movies with her senior cat, Ash.
