Direct Line: 970-663-6127
Fun Facts:
-Holly enjoys anime and video games with her son.
-Her favorite music is EDM - “I love to dance!”
-Honey, her Golden Retriever keeps her active and out on the many Northern Colorado trails.
Holly Stewart,
President and Founder
Financial Advisor
Holly Stewart is a dynamic financial advisor with a heart for helping others thrive — financially and spiritually. Known for her clear wisdom, compassionate guidance, and unwavering integrity, Holly empowers clients to steward their wealth with purpose. Outside the office, she’s a devoted mom, faith-filled teacher, and a community-builder who brings warmth and energy to everything she does — whether she’s leading a Bible study, dancing the night away, or cooking up a crockpot masterpiece. With Holly, excellence is expected, and joy is non-negotiable.
Holly’s phrase for the intention of her life:
“A force of faith, flavor, and fierce intention — walking in purpose, loving out loud, and building a life that blesses others.”
A Special Note From Holly
I love talking to people and educating them to take the financial steps that will help them reach their life goals.
During my 20s, I taught speech and theater, and since I’d been a competitive member of my high school debate team, I was a natural for coaching the debate team as a teacher. We even won some championships!
The type of debate we practiced involved gathering your thoughts quickly and presenting them clearly and persuasively. It also involved a lot of research. Both these skills became valuable to me about 10 years later when I became a financial advisor.
But before that, in my fourth year as a teacher, I came into some money. I met a financial advisor who offered to help me. Without going into the gory details, let’s just say that he ill-advised me about my money and I lost 15% of it.
So, when I became a financial planner, I already knew some of the things NOT to do, particularly when advising young people.
Today, my mission is to eliminate the “intimidation factor” around money and investments. Using gobbledygook “jargon” with people about THEIR money just adds to their feeling that they don’t know what they’re doing.
What lights me up about the work I do? Helping someone change their quality of life.
Sometimes it’s seeing someone have the confidence to leave a soul-sucking job because they know they have a financial plan in place that will sustain them.
Other times, it’s seeing someone who desperately wanted to retire finally be able to make that move, when just a few years back they didn’t see how they would ever be able to stop working.
People have told me they never understood investments until they met me. I guess that comes from my ability to teach, and to find the right way to explain the complexities of investing and make them understandable to anyone.
If you’re someone who is looking to plan for retirement, and if investments are confusing to you (but maybe you’ve been afraid to admit it), we should talk.
My aim is to give you control over your financial life by educating and informing you. You will never leave a meeting with me feeling 'stupid.'
Please reach out to me to schedule a time to talk.