The foundation of Stewart Financial is built on RELATIONSHIPS, TRUST and VISION. Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime. When you enter into that relationship you want to ensure that the advisor you choose is going to give you comprehensive advice that is in your best interest. At SFG your best interest is our top priority. We start by creating a custom blueprint plan for you that shows you how to accomplish your goals. Utilizing a network that includes thousands of different companies, we provide sound advice with regard to what investments will be most suitable for you to achieve success. Our goal is to continue this on-going relationship with our clients providing advice and service that will last for decades.At Stewart Financial Group we do the planning, asset management, risk evaluations and much more. We provide: • Financial advice & counseling• Wealth management & financial planning• Tax advantage investment vehicles• Risk Management• 401k/IRA rollovers• College savings plans• Asset & family protectionLet us help you make the rest of your life, the best of your life.Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Stewart Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance Lic.#0172188. Stewart Financial Group is not owned or operated by Equitable Advisors, LLC.

CA Insurance License #0I72188

CA Insurance License #0I72188

Helped clients identify financial goals helping them implement a financial plan based on those goals. Using investments, tax shelters and financial planning, I designed custom financial plans to help my clients achieve their unique financial goals. With a focus on education, my clients had a firm understanding of investment tools and tax strategies.Assisted clients with:-Retirement planning-College planning-Investing-Asset protection including life insurance, disability insurance and long term care insurance

Assisted with State Legislative campaign against incumbent.

Research and analysis of current and proposed Medicare legislation. Research contributed to policy being worked on by lobby groups, state Senators and House Members. Published policy note "Empowering Patients, Controlling Costs" (July 2005). The policy center aims to promote public policy based on free-market principles and solutions.

Motivational speaker. Focus on youth audiences. Spoke on a variety of topics including leadership, college preparation, work ethic, and teamwork. Audiences included Issaquah School District, National Association of Math and Sciences, Washington State Association of Secondary Principals, and DECA.

Organized grass roots, GOTV efforts for grass roots Congressional campaign in WA Dist. 2 (Whatcom, Skagit, Island and Snohomish counties). Responsible for canvassing, volunteer recruitment, doorbelling, press opportunities, debates and campaign events. Our efforts were widely supported and very successful for a small grass roots campaign, despite our loss in the 2002 election to the incumbent.

During the summer of 2000, I served as a US House of Representatives Page in Washington, DC for Congresswoman Jennifer Dunn. I was responsible for delivering messages to Members of Congress and congressional staff on the house floor during session. I also assisted congressional staff with various errands and tasks throughout the Capitol and congressional offices. The US House of Representatives Page Program was discontinued in 2011. As an intern, I assisted with tasks such as event planning and research. I was in charge of planning and facilitating her Youth Congressional Mock Congress, a competition for high school students to create, write and present bills on actual issues in our local communities and nation at large.Additionally, I was a member of Congresswoman Dunn's Youth Council from 1998-2001. This team of high school students was chosen by the Congresswoman and was tasked to work on local issues providing ideas, solutions and support for making our community a better place to live.

Assisted the campaign effort through establishing a youth volunteer network across Washington State. This included youth volunteers to help with phone banks, doorbelling, and events. I was featured in the Eastside Journal for my efforts on the campaign. I also had the privilege of speaking at campaign rallies and events.