Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Douglas is a certified Financial Fiduciary, National Social Security Advisor certificate holder, founder and owner of Stone Eagle Financial. He serves as the President and founding member of a small business consortium that serves the RiNo district of Denver. Douglas built his practice on the belief that all people deserve financial well-being and freedom in retirement. He believes in taking an educational approach when working with clients to inform them and to ensure he understands their needs.
Douglas works with a non profit organization called American Financial Education Alliance where he teaches comprehensive retirement planning classes in the Denver area. This is how he gives back to the community he loves.
Douglas’ passion for helping others achieve financial security was developed at a young age as he worked in his family-owned businesses. The restaurants began hosting financial workshops and it was during these workshops that he realized he had not received the financial education he needed to prepare for his own long-term financial health. Since that time he has worked tirelessly to improve the financial future for all clients he serves.
Douglas and his daughter Cassidy were both born in Colorado. In his spare time you will find him cycling, skiing, and spending time in nature whenever he has the chance.
Joseph earned a Bachelor of Science degree in Business Administration with an emphasis in finance from Colorado State University, graduating in the top 4% of his class with the Magna Cum Laude distinction. He holds Series 7 and 66 licenses as well as life and long-term care.
Joseph's career in the financial industry began in 2007 at UBS Financial Services where he served as a Research and Technical Analyst. His responsibilities included investment and security research, portfolio construction, and the authoring of complex financial planning strategies. Joseph then advanced to the role of Financial Advisor where he directly assisted individual, small business, and corporate clients with the management of their investment, insurance, and liability needs.
In 2018, focused on the continued best servicing of his clients, Joseph made the transition to an independent Wealth Advisor. The shift has been integral, allowing for nonproprietary investment solutions, an increased inventory of alternative strategies, and the optimization of pricing on fee based services.
He adamantly believes a Financial Plan is the foundation of the strongest client relationships. By holistically analyzing each client's unique circumstances, Joseph is able to build a customized plan which can be implemented, tracked, and updated as needed to ensure each client is in control of their financial journey. His dedication to detail and unyielding views on client service have led to multiple awards, industry and peer recognition, and invaluable long-term client relationships.
Josh Karasow is President and CEO of Glory Financial. Since 2001, he’s been helping retirees and those nearing retirement develop plans that provide safety from market losses, tax reduction strategies, guaranteed lifetime income, social security maximization, fee avoidance… just to name a few. He’s a member of the Ed Slott Advisory Group, a Certified Financial Fiduciary and holds a National Social Security Advisor certificate.
He and his wife Nicole have four amazing kids, Alex, Bella, Jackson and Zach. And when they’re not attending their kids’ sporting events, the Karasow family enjoys spending time together outdoors, playing games, watching movies and attending their local church.
Steven Vrooman, Certified Financial Fiduciary®, CFED®, CRC®, IAR®
Steven Vrooman is a seasoned financial advisor with extensive expertise in both investment and insurance planning. He initially became a Fiduciary, Investment Advisor Representative when he passed his Securities 65 exam in 2011 and trained with World Financial Group / Transamerica for two years.
After a brief hiatus to focus on insured money planning through life insurance and annuities, Steven regained his series 65 securities license in 2017 when he joined Wealth Watch Advisors, a team of non-captive, independent advisors. As a Fiduciary, Steven is held to the highest ethical and legal standard by the SEC, ensuring that he always puts his clients' interests first. He is licensed to advise clients across the United States, and has additional credentials in long-term care and annuities.
Steven Vrooman, Certified Financial Fiduciary®, CFED®, CRC®, IAR®
Originally from Chicago and raised in Madison, Wisconsin, Chris has lived in Denver since 2002 and loves his career as a financial planner. He stays motivated by the satisfaction he finds in helping families create, understand, and implement a plan for reaching their financial goals and needs. As life changes the path to our goals, Chris and his team continually adapt and adjust to help maintain the most efficient and cost effective strategies to stay on course. Prior to his career in the financial services, Chris worked in the biotechnology industry as both an organic chemist and instrumentation engineer.
Insurance Licensed in: AL, AZ, CO, KS, LA, MT, WA, WI
What I love about Colorado:
I love being able to jump in the car and get into any number of outdoor activities. Whether it's snowboarding, mountain biking, hiking, or a game of tennis or volleyball, I know there's something active I can get up to at the spur of the moment.
What I provide to my clients:
I pride myself on taking the time to fully understand my client's overall financial picture and goals before making any recommendations. In our practice, we work to provide holistic financial planning to our clients.
What I value:
I value time with family and free time! I enjoy taking time to decompress and relax at home with my wife, Kaati, and our dog, Doggis Doggins.
What I do for fun:
In my free time, I play the piano and bass guitar. I also enjoy travelling, especially to places where I can pursue my new passion of scuba diving.