As The Wealth Steward’s Investment Officer, Denise is responsible for reviewing and rebalancing client portfolios and executing trades. She oversees our process for ensuring that client portfolios remain on track.
As a CERTIFIED FINANCIAL PLANNER™ professional, Denise works directly with clients to help them feel confidence in their financial future as they accomplish their goals. She also earned her Certification in Long Term Care to assist her clients with longevity planning. Denise especially enjoys serving independent and newly single women with their unique financial needs. She helps women successfully transition through life events such as retirement, divorce, and the death of a loved one. Committed to empowering women on their financial journey, Denise also serves as a financial education facilitator for the YWCA’s Prosperity Program and is actively involved in the Phoenix Chapter of Women in Insurance and Financial Services.
Denise attended Arizona State University where she earned her Bachelor’s and Master’s degrees in Public Administration. She worked for ten years as a Performance Auditor for the State of Arizona. After having her second son, Denise decided to pause her professional life and stay at home full-time. During this time, she volunteered extensively at her sons’ school, building a library and substitute teaching. In 2016, she resumed her career at The Wealth Stewards. She has since earned her Series 7 and 66 securities licenses, is a registered insurance agent, and finally, earned the CFP® designation. She lives in downtown Tempe with her husband Andrew and looks forward to her son’s visits home from college. Denise has an extensive travel bucket list which she is excited to continue checking off places!
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.