Steven is energized by folks that are driven by generosity and being careful stewards of their resources.

His favorite thing is seeing clients move from big thinking to bold action as they seek to pursue a purposeful legacy for their family or business.

Steven’s relationship with Jesus, his wife Savannah, their kiddos, and relationships with family and friends are the top priority to him.

When he’s not working or brainstorming ways to improve PWA, you’ll find him wrestling with his kiddos, kicking back watching sports, reading a book, working out, or sipping bourbon. Preferably with a steak!

Licenses:

• SIE, Series 7, Series 63, Life & Health Insurance

Zach joined our firm in July of 2021 after moving to Colorado from Michigan.

He brings with him a Bachelor's and Master's Degree in Accountancy and experience in the public accounting space where he focused on taxation and assurance.

As the Director of Financial Planning, Zach aids in the strategizing and development of creative solutions to our client's unique financial situations.

Zach greatly values his Christian faith, wife Taylor, and his friends. When he isn't delving deep into a spreadsheet with a cup of black coffee, you'll likely find him hiking, biking, reading fiction, or taking care of his many plants!

Designations and Licenses:

• CPA, CFP®, Series 7, Series 66, Colorado Life & Health Insurance

Tyler joined PWA in April of 2022 and brings with him a Master’s Degree in Management with an emphasis in Finance and financial planning experience that complements our processes and serves our clients well.

As an Associate Wealth Management Advisor, Tyler walks with our clients through every stage of the development and ongoing execution of their financial plans.

Tyler’s wife Kelsey, their two children, and his faith are the most important things to him. He also has a deep fascination with baseball and can talk about it for hours!

Designations and Licenses:

• Series 7, Series 63, AFR, & Life & Health Insurance

Cole joined the firm in June of 2022 after obtaining a Business Degree with a concentration in Financial Planning from Colorado State University.

He grew up in California, but is excited to hang his hat in Colorado!

As the Financial Planning Analyst, Cole assists our clients with account set-up and bringing to life the strategies outlined in their plans.

He greatly values his Christian faith, family and friends, dog Jamiee, and bettering himself every day. He’s also a man of many interests and actually taught himself how to work on cars. He just finished rebuilding a 1971 Jeep!

Designations and Licenses:

• Series 7, Series 66, SIE, Colorado Life & Health Insurance

As the Director of Branding and HR, Savannah works primarily on graphic design and copywriting, HR/team development, and community involvement efforts.

She enjoys being around growth-minded individuals and is passionate about engaging the firm with local businesses and nonprofits.

Her faith in Jesus, husband Steven (you may know him!), kiddos, family, and friends are her world. She actually met Steven at church and sparks flew after he told her she smelled like pancakes. Ask him about it sometime!