Stewardship Colorado's StorySean C. Wood, CFP® AIF® CAP® began his career as a technology consultant serving Wall Street companies in New York City with the firm that is now Accenture. His career advanced rapidly leading to an unexpected IPO windfall during the now infamous “tech bubble” in 1999. At this point he and his wife sought professional advice on how to translate this cash into liberty and security for their growing family. After months of interviewing numerous financial advisors, insurance agents and stock brokers, they found that most were primarily interested in managing their portfolio or selling complex financial products. They were looking for a trusted advisor who would spend the time to truly understand their priorities and values and provide the advice and guidance needed to make wise decisions.At this point, Sean started spending significant time learning everything he could about investments and financial planning and in 2007 he enrolled in the Certified Financial Planner program at Boston University. It became clear that the same disciplined and methodical approach that Sean had used with great success in technology would be highly effective to demystify the complexities around helping people clarify their goals and plan for the future. Sean joined a large financial firm in 2009 and spent almost 4 years being mentored by top advisors and completing training programs leading to the professional designations he now holds.From the very beginning, Sean had a vision for eliminating the conflicts of interest that can arise when working for a firm that sells its own products. In 2013, Sean founded Stewardship Colorado to provide the kind of personalized financial life planning services that he and his family were looking for 14 years earlier. Stewardship Colorado is aligned with Stewardship Advisory Group which is an Independent Registered Investment Advisor (RIA) with a national presence and reputation along with a 30+ year history. Our Team Sean C. Wood CFP® AIF® CAP® Founder and Chief Steward (303) 500-1931 [email protected] Sean is the Founder and Chief Steward of Stewardship Colorado, LLC and a Registered Representative with United Planners Financial Services. Read more Jennifer L. Feller CFP® AIF® Director of Client Relations (303) 900-4018 [email protected] Jenny joined Stewardship Colorado, LLC in July 2014 as the Director of Client Relations. Read more Jeff Rogers Jeff is a key partner of Stewardship Colorado, LLC and the Founder and President of Stewardship Advisory Group & Stewardship Legacy Coaching. Jeff is based in Ocoee, Florida and is also Registered Representative with United Planners. Read more Our MissionWe empower our clients to create more liberty and financial peace in their lives.At our firm, we have the client—and only the client—in mind.Our mission is to get to know and understand your needs, wants, and long-term goals. As Investment Advisory Representatives of Stewardship Advisory Group, we want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Our ValuesWe operate according to our shared values:TrustTrust and confidentiality are the cornerstones of any advisor-client relationship.IntegrityWe act with responsibility and accountability at all times - values that serve as the foundation of our culture. We place our clients' interests above our own, regardless of the implications for the firm.IndependenceBeing an independent firm, we determine who we are and how we operate. Our highest commitment is to our clients - we are here because we want to serve you.CompetenceCompetence means attaining and maintaining an exceptional level of knowledge and skill, and providing outstanding services to our clients. Competence also includes humility and the wisdom to recognize the limitations of that knowledge and when consultation with other professionals is appropriate or referral to other professionals is necessary.Continuous ImprovementThe pace of change in our industry continues to accelerate and we will continue to make the necessary investments in technology, processes and the professional development of our team.