With a focus on helping people, one of Dan Stewart’s favorite things about the financial planning business is working with clients in an effort to mold dreams into realizable objectives. As a founding member of Forsyth Financial Services, Dan comprehensively gears client experiences by building one-on-one relationships while identifying personal requirements.
After college, Dan traveled the country working as a counselor, teacher, and church pastor in locations across the US, from Florida to California. He began his journey in the financial services industry in 1989, assisting individuals, families, and businesses with estate and financial planning. In 1994, Dan earned his Certified Financial Planner® designation and has since worked to forge a robust financial planning practice, resonating harmonically with the needs of his specific clientele.
As a member of Westside Christian Church of Springfield, missionary outreach is very important to Dan. As a supporter of Christian Missionary Fellowship and Missions of Hope in Kenya, Dan makes periodic travels to Africa. With wife Deb Stewart and teams there is much to be done serving under privileged children and families particular in Kenya.