As The Wealth Steward’s Investment Officer, Denise is responsible for monitoring client portfolios and executing trades. She also strives to provide exceptional service in helping clients meet their financial goals.
Denise attended Arizona State University where she earned her Bachelor’s and Master’s degrees in Public Administration. She worked for 10 years for the State of Arizona as a Performance Auditor. After having her second son, Denise decided to stay at home full-time. During this time, she volunteered extensively at her sons’ school, building a library and substitute teaching. With one son in college and the other in high school, Denise returned to work at The Wealth Stewards. She has since earned her Series 7 and 66 securities licenses and is a registered insurance agent.