Financial Consultant Team | Stein Wealth Advisors

Our Team

Melissa Stein

Melissa J. Stein, CFP®, CRPC®

CEO, Wealth Advisor

melissa@steinwealth.com

Joshua Stein

Joshua R. Stein, CFP®, CRPC®

Managing Partner, Wealth Advisor

josh@steinwealth.com

Joseph Piszczor

Joseph M. Piszczor, CFP®

Partner, Wealth Advisor

joe@steinwealth.com

Kim Peterson

Kim Peterson

Director of Operations

kimberly@steinwealth.com

Brittany Hamilton

Brittany F. Hamilton

Wealth Manager Liaison

brittany@steinwealth.com

Angel Patterson

Angel M. Patterson

Director of Client Experience

angel@steinwealth.com

Suzanne Brunner

Suzanne Brunner

Client Relationship Manager

suzanne@steinwealth.com