Stuart has worked with and advised financial advisors for many years. He enjoyed taking complex products, ideas and strategies and explaining them to the advisors. As a financial professional, Stuart has held various positions with multiple firms including: Manager and Financial Advisor with Merrill Lynch; Wholesaler, Divisional Manager and National Sales Manager for both mutual funds and insurance products.
In addition to serving as a Senior Wealth Strategist with Harvey Investment Management, Inc., Stuart has also partnered with Brad Harvey to create H2 Investment Management (H2IM), which offers family office solutions to clients in the Denver metro area.
Stuart earned a double major in Economics and Government from Bowdoin College, and more recently has earned the Series 7, 24, 63, and 65 Licenses. He also holds both Life/Health, Variable Contracts and Long-Term Care Licenses, as well as the Certified Retirement Counselor (CRC®) designation.
Stuart resides in Centennial, Colorado with his wife Susan. They have 3 children: Cameron (an Underwater Archeologist earning his master’s Degree at the University of Colorado), Zachary (a graduate from the University of Colorado and currently a Fire/Paramedic with the South Metro Fire Department), and Jessica, a recent graduate from the University of Colorado.
Stuart is also an owner of Kenetrek Boots and in his spare time enjoys fly fishing, golfing, reading and volunteering.