Financial Consultant Team | Stein Wealth Advisors

Our Team

Melissa Stein

Melissa J. Stein, CFP®, CRPC®

Partner & Wealth Advisor

melissa@steinwealth.com

Joshua Stein

Joshua R. Stein, CFP®, CRPC®

Partner & Wealth Advisor

josh@steinwealth.com

Joseph Piszczor

Joseph M. Piszczor, CFP®

Wealth Advisor

joe@steinwealth.com

Kim Peterson

Kimberly T. Peterson

Client Relationship Manager

kimberly@steinwealth.com

Brittany Hamilton

Brittany F. Hamilton

Client Relationship Manager

brittany@steinwealth.com

Angel Patterson

Angel M. Patterson

Director of Client Experience & Operations

angel@steinwealth.com

Suzanne Urszan

Suzanne Urszan

Client Relationship Manager

suzanne@steinwealth.com