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 65 licenses. His prior experience includes roles at Cherry Creek Wealth Management, Redhawk Wealth Advisors, and Wells Fargo Investments. Outside of advising, he serves as president and owner of Cherry Creek Wealth Management, providing tax preparation and consulting services, and is a director at the Social Security Education Center, a nonprofit organization. Roots First Wealth Management primarily serves individual clients offering discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan services. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental and technical analysis, with additional services including educational seminars and retirement-plan participant education.

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.