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@steinwealth.com

Melissa is passionate about helping people, which led her to pursue a career as a CERTIFIED FINANCIAL PLANNER™ professional in 2005. Since then she has been working with her clients to make their financial life more simple,...

Joshua R. Stein, CFP®, CRPC®

Principal & Financial Advisor

josh@steinwealth.com

Josh was inspired to become a CERTIFIED FINANCIAL PLANNER™ professional because of his desire to create a lasting impact on people’s lives. He started his career in 2005 and since then has committed himself to serving as a...

Kimberly T. Moore

Client Relationship Manager, Insurance Specialist, & Notary

kimberly@steinwealth.com

Kim enjoys the daily interactions she has with our clients and feeling like they are family. She joined Stein Wealth Advisors in March 2013 as office manager. In January 2014, she became a licensed PA Insurance Producer, and, in June...

Kara Stanek

Director of Client Experience & Operations

Kara@steinwealth.com

Kara loves applying her innovative, outside of the box thinking towards promoting financial planning. It is her goal to encounter ideas that will make a lasting impression on the client’s experience. Kara enjoys providing...