Roots First Wealth Management

Richard Staves is a financial advisor at Roots First Wealth Management with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Roots First Wealth Management, he worked at firms including Geneos Wealth Management, Verity Asset Management, and Cherry Creek Wealth Management, where he also serves as president and owner of a tax preparation and consulting business. Additionally, Staves is a director at the nonprofit Social Security Education Center. Roots First Wealth Management serves primarily individual clients, offering discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a diversified investment approach using fundamental and technical analysis and is known for providing public educational seminars and workshops.

Matthew Johnson is a financial advisor at Roots First Wealth Management in Highlands Ranch, CO, holding a Series 65 designation with six years of industry experience. He previously worked at Ernst & Young and operates a sole proprietorship focused on insurance sales and service. Johnson is also president and director of the Social Security Education Center, a nonprofit organization. Roots First Wealth Management serves primarily individual clients, providing discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm offers public educational seminars and uses a diversified investment approach incorporating fundamental and technical analysis along with third-party model portfolios.