Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Mike Stein

CFP®, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mike Stein Visit Mike Stein's website


Our team

Amelia Day

Client Service Specialist,

Office Manager

Cheri Leiphart

Client Service Specialist

Nancy Stein

Client Service Specialist