Stuart joined SilverTree Wealth Partners in 2023 as a Partner and Wealth Advisor at our Tucson - Tanque Verde, AZ office. In his role, he is responsible for running the Tucson Tanque Verde branch and the many administrative duties associated with managing the business. He also maintains the day-to-day responsibilities with his clients, from regular check-in meetings to creating long-term, customized roadmaps designed to help his clients to reach their goals.

Stuart believes in the necessity of investing his time with his clients before investing their money and helping determine the most appropriate financial strategy. Once he fully understands his client’s desired outcomes, he works with various professionals such as a client’s CPA, attorney, and others who need to be involved with the strategy. Stuart’s approach to financial planning remains consistent – he wants his clients to identify their goals, and from there, he and his team will create and implement the solution that works best for his client’s financial situation.

Before joining our team, Stuart spent many years in the financial industry. He started his career motivated to help others maintain comprehensive financial strategies. When he lost his father at a young age and witnessed how his parents were ill-advised on many components of their financial plan, he was fueled with a desire to learn more about financial planning and to help others avoid those mistakes. He began his career in financial services in the mid-1980s. He was a Financial Advisor with Wells Fargo for five years and a Team Manager with Charles Schwab for ten years before moving to Edward Jones until 2021. He attended the School of Business Administration at Menlo College in California.

Stuart’s industry expertise has been recognized for his exceptional achievement in building client relationships. In 2018 and 2019, he received The Edward Jones Jr. Founders Achievement Award. He also received Eagle Awards in 2017 and 2018 for having a clear vision of both client and business goals, which he maintains as the cornerstone of his practice today.