Stu joined Doleman Wealth Management as Financial/ Portfolio Analyst in February 2022 after working in a similar capacity for Baystate Financial in Wakefield, MA. Stu and his wife and relocated from the Boston area in late 2021 to be closer to their adult children.
Stu's background has always revolved around the world of personal finance. For several years, he ran a Financial Advisory practice where he served individuals and small business clients around the country. While living in the Chicago area and prior to starting his advisory practice, Stu was employed in the tax department of a multinational corporation.
Stu's goal with Doleman Wealth is to support Kim and Derick and aid the continued growth of the practice. In addition, he hopes to provide clients of Doleman Wealth Management the benefit of his insight and experience in personal financial issues.
He received his undergrad degree from the University of Minnesota in Minneapolis and MBA from the Keller Graduate School in Chicago. Stu also attended classes in advanced taxation studies at DePaul University. He attained his CFP designation and was licensed as a Registered Investment Advisor while he ran his advisory practice.
Stu likes to stay active - that is one of the big reasons he moved to Colorado. Skiing & hiking are high on the list of favorite activities.
Stu and his wife are Minnesota natives and live in Denver in the Sloan’s Lake / Highlands area with their dog, Minnie. Their kids (both Miami-Ohio grads) live nearby with their dogs and are often co-conspirators in outdoor pursuits.