portrait of Michael Stewart

Focus Areas

  • Retirement income strategies
  • Business owner considerations
  • Intergenerational planning
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies

Personal Interests

  • Traveling
  • Gardening
  • Golfing
  • Mountain Biking
  • History and Museums

Team Members

  • Angie Richmond
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

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Planning your financial future? Our Starting Point tool can help you take the first steps.

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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