Stewart Bale, CFP®, RICP®, serves as the Director of Client Services, with a commitment to fiduciary excellence. Stu helps advisor teams to ensure compliant, client-centric operations; empowering families to navigate economic complexities with confidence and clarity.
Stu is a Michigan native and U.S. Air Force veteran. Born in the Great Lakes State, he graduated from Michigan State University in 2012 and was commissioned as an officer. Stationed at Hill Air Force Base, he served one tour in Afghanistan as an Advisor to the Afghan National Police. In 2016 he separated from the Air Force as a Captain.
After his service, Stu worked in college athletics at the University of Kansas before entering finance. He earned his Retirement Income Certified Professional® (RICP®) designation in 2021 and Certified Financial Planner® (CFP®) in 2024.
Stu lives in Grand Junction, Colorado, with his wife Shelbey and their children, daughter Charlotte and son Cooper. A dedicated hockey enthusiast, Stu is a USA Hockey Official and runs a hockey skate servicing and maintenance business in his free time.