Our Team
We’re not your ordinary Financial Advisors. We’re committed to an above and beyond service experience, a holistic approach, and objective, high-quality advice. What you may be surprised to experience is that we also have a lot of fun. Our clients enjoy meeting with us because each client is a part of our family.
Melissa J. Stein, CFP®, CRPC®
Principal & Financial Advisor
Melissa Stein founded Stein Wealth Advisors, LLC, after working successfully as a financial advisor for a major financial services firm in the Pittsburgh, PA, area. Her ability to earn the trust and respect of numerous clients and...
Joshua R. Stein, CFP®, CRPC®
Principal & Financial Advisor
After graduating with honors from the University of Pittsburgh, Josh’s interest in investments led him to join a large investment management firm as a Financial Advisor. Soon after joining the firm Josh completed his Series 7 and...
Kimberly T. Moore
Client Relationship Manager, Insurance Specialist, & Notary
Kimberly T. Moore (Kim) joined Stein Wealth Advisors in April 2013 as Office Manager.
Kara Stanek
Director of Client Experience & Operations
Kara joined Stein Wealth Advisors in 2019 as the Director of Client Experience & Operations. Her responsibilities include providing first class client service, addressing basic client requests, managing office operations, and calendar...