Stephen Nelson

CFP®, CEPA®, AIF®

Hey there, I’m Stephen Nelson, CFP®, CEPA®, AIF®, Partner and Senior Wealth Manager at MWA. I graduated from Utah Tech University with a Bachelors in Finance and have worked in wealth management ever since. In 2018, I joined the MWA team as a Wealth Advisor, but have since grown into a leadership position. I think of investing like watching someone play with a Yo-yo on an escalator. Every few seconds, the Yo-yo is going up or down, but if you watch the person, you’ll see that they continue to rise up. Investments can appear turbulent, but if you stay the course and play a longer strategy, you could reduce your stress, understand your risk more accurately, and build wealth more efficiently.

I’m a Husband | Dad | Coach | Wealth Manager for Business Owners.

I’ve been married to my wife Kassi since 2012 and we have 4 wonderful children. We moved to Texas from Utah in April 2018 and though its hard to be away from both our families, we have loved every minute living in the DFW area!

If I’m not posting content online (YouTube, Instagram, Facebook, LinkedIn, Skook) or working with clients, you will find me on a baseball field, softball field, golf course, or pickleball courts :).