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...
Corey Oltyan, MBA
Associate Financial Advisor
Corey joined Stein Wealth Advisors, LLC in 2019 as an Associate Financial Advisor. He contributes in the development of financial plans, provides investment analysis support, and assists with general client service. Corey is also a...
Kimberly T. Moore
Client Relationship Manager, Insurance Specialist, & Notary
Kimberly T. Moore (Kim) joined Stein Wealth Advisors in April 2013 as Office Manager.
Heather Grandon
Office Manager / Event Planner
Heather L. Grandon joined Stein Wealth Advisors in January 2015. Her responsibilities include providing first class client service, addressing basic client requests, calendar management,...