Team
Our Team specializes in working with emerging, affluent professionals by asking thoughtful and strategic questions to understand your goals. We work with you to provide simple, holistic solutions to complex financial planning objectives. By revisiting your plan annually, we guide your family though life changes into retirement with advice on building and protecting wealth and counsel on distributing and preserving intergenerational legacy.
Matthew T Stewart CFP®
Wealth Management Advisor
Matt grew up in Bernville, Pennsylvania with three younger siblings. He attended Coastal Carolina University where he received a Bachelor’s Degree in Marketing. After graduating in 2005, Matt moved to Colorado to pursue a career in the golf industry. He attained membership into the Professional Golf Association of America and accepted a position as an Assistant Golf Professional at Cherry Hills Country Club, the same year he graduated from Coastal. After spending six years at Cherry Hills he accepted the Head Golf Professional position at the Fox Hill Club. In 2012, Matt changed careers and became a Financial Advisor with Northwestern Mutual’s Cunningham Group. He focuses on retirement income, estate and business planning. His mission is to help bridge the gap in our education system regarding financial literacy. Matt continues to focus on education to provide the best value to the people he serves.
Outside of work Matt enjoys spending time with his wife, Megan, and their dogs. Additionally, he loves going on adventures with family and friends, golfing, playing basketball, working out, hiking, climbing, skiing, biking and building social capital. Matt also enjoys being involved in the community and among other things serves on the board for Project Helping. Matt believes that the most important investment you can make in life is the creation of loving and trusting relationships. “The effect you have on others is the most valuable currency you have.” Jim Carey
Justin D. Halverson ChFC®, RICP®
Wealth Management Advisor
Justin was born and raised in Iowa in a small farming community. He attended Mount Mercy College where he received his Bachelor’s Degree in Marketing/HR Management. Justin moved to Denver in 2011 because of his fascination with the outdoors and to be able to spend his time in the mountains. Justin spent 10 years in banking before his advisor introduced him to a career at Northwestern Mutual with the Cunningham Group. He changed careers in 2015 to have a greater impact on the lives of the clients he serves. His focus is on retirement income, education, Estate and business planning. His Mission is to help empower his clients to realize what is possible and give them the accountability to pursue and achieve their goals. He earned his Retirement Income Certified Professional (RICP®) designation in 2020 through the American College of Financial Services and continues to pursue additional education to best serve his clients.
Outside of work Justin spends his time with family, golfing, skiing, hiking 14,000 ft peaks, camping, fly fishing and the occasional brewery with friends. Justin and his wife Sarah live in Northern Colorado and have two girls, Madelyn and Eastyn.
Stephan Mark Brandl JrCFP®, CLU®, ChFC®
Associate Wealth Management Advisor
Steve is a Colorado native, born in Pueblo and grew up in Loveland. He attended Colorado State University where he earner his Bachelor’s of Science in Mechanical Engineering in 2004 and eventually his Master’s in Engineering in Systems Engineering in 2011. After completing his Bachelor’s degree, he started his engineering career working in development and application of alternative fuel systems for industrial equipment and trucks and busses. While Steve enjoyed his engineering career, he felt like he wanted to contribute more to his community and directly help people. In late 2016 he made the decision to leave his engineering career and start a career as a financial advisor. Steve enjoys working with his clients to educate and promote financial wellness. Steve’s analytical background and system development experience translated well into financial planning to help his client build strategies to achieve lifetime financial security. When Steve is not working, he enjoys spending time with his beautiful wife and 2 daughters. He and his family enjoy traveling, camping, spending time with friends and family, and enjoying everything Colorado has to offer.
Steve’s core belief in life can be summed up in the following quote, “You can have everything in life you want, if you will just help other people get what they want.” – Zig Ziglar
Josh Groetken ChFC®, CLU®, RICP®
Associate Wealth Management Advisor
Josh is a Colorado native, born in Boulder and raised in the small town of Brighton. He attended the Leeds School of Business at the University of Colorado in Boulder where he received a Bachelor’s Degree in Finance & Accounting. During his last year in undergrad, Josh accepted an internship position with Northwestern Mutual as a College Financial Representative, sparking his interest to dive deeper into the world of comprehensive financial planning. Upon graduating in 2019, Josh left the internship program to become an Associate Financial Advisor within Northwestern Mutual’s Cunningham Group.
He loves being able to stay close to his family and friends in Colorado, while having the ability to simultaneously impact the lives of people all across the country. Josh focuses on constructing holistic plans as a road map for individuals and households, giving people peace of mind as they approach retirement, and educating on financial planning beyond simple money management. Outside of work, Josh enjoys spending time with his wife, friends & family, and taking advantage of all that colorful Colorado has to offer. Additionally, he loves to travel and experience new places, people, and culture. Josh makes it a priority to dedicate time giving back to the community, actively participating in the Mile High Young Professionals non-profit group in Denver as often as he can.
Kyrie grew up in Evanston, WY. People who know Kyrie would tell you she never stops working and greatest joy comes from empowering others to build lives they love. Kyrie joined Northwestern Mutual in June of 2020 after graduating from the University of Wyoming with a Bachelors in Business. While there she also won awards for entrepreneurship and ethics. Kyrie loves spending her time outside of work hiking and traveling with her partner Hanson, and son Harrison. She also loves attending women’s retreats, reading, and weightlifting. She also prioritizes giving back to the women in business and entrepreneurship communities through podcasting and speaking.
Janet Nelson joined Northwestern Mutual in 1998. Janet's primary focus is management of investment client operations and has been a huge asset in the transition to Matt and Justin and growth of our firm. Prior to joining the staff of a Northwestern Mutual Representative in our Denver office Janet had previously worked in the banking industry and she brings over 40 years of financial services operations to our team. Janet Nelson is an Associate Wealth Management Advisor and holds her life and health insurance licenses. She also holds FINRA series 6 and 7 registrations.
Janet is a Colorado native. She lives in Westminster with her family.