Meet the Durango-based financial team that wants you to worry less now… and live more when you retire
Steve is a geophysicist, a golfer, a ski instructor, a CFP® Professional, and Investment Advisor Representative. His 35+ years of investment and experience in the petroleum and IT field means he’s a bit of a chameleon, ready to change and adapt to the world he finds endlessly fascinating. His worldview has been shaped by living overseas in Nigeria, Vietnam, Indonesia, Venezuela, and in his beloved community of Durango. Steve never misses the chance to be outdoors, so when he’s not helping people with investments, he’s probably golfing, skiing, hiking, running, or mountain biking.
Matt is an Investment Advisor Representative and brings over 12 years of experience as a business owner. A Bachelor of Mathematics From Metropolitan State in Denver led him to teach math at Durango High School before meeting his wife and starting Allison Ragsdale studios, one of the area’s top photography studios with 8 “Best of Durango” awards. Matt’s an outdoor enthusiast and has traveled the world fly fishing and checked many species off his list, with more to come. When he’s not fishing, he and Allison enjoy hiking, camping, and photographing together around Colorado.
Dave’s background is in science, having a degree in microbiology and a Master’s of Science riding alongside his CFP® Professional and Retirement Income Certified Professional (RICP®) certifications. He’s a planning, processes and strategies guy, and it’s clear to his clients that he really loves helping people achieve and maintain their financial needs. A native of Fort Wayne, Indiana, he and his wife Gloria love the community of Durango, and you can often find them volunteering, hiking and enjoying various music concerts in the community.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Steve Pease, David Smiley and Matt Hoaglin are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Financial Planners. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.
Dynamic Wealth Advisors (Oxford Financial Planners) provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors (Oxford Financial Planners) is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements