Our Team

Direct Line: 253-272-7727
Email: dave@stolzassoc.com

Professional Education: Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER (CFP®), Personal Financial Specialist (PFS)
Professional Experience: David Stolz has more than 20 years of experience working with high net worth individuals in the areas of tax preparation, investment consulting, and financial planning. He has a bachelors’ degree in business administration from Pacific Lutheran University.
Current Chair of the Personal Financial Planning Committee for the Washington Society of Certified Public Accountants.

Work Phone: 253-272-3441
Email: michelle@stolzassoc.com

Professional Education: CERTIFIED FINANCIAL PLANNER (CFP®),
Professional Experience: Michelle Robinson’s experience is in the areas of personal tax and financial consulting. She has been with the firm for more than 15 years. She earned her CERTIFIED FINANCIAL PLANNER (CFP®) certification from Metropolitan State College of Denver.

Work Phone: 253-272-3441
Email: andrew@stolzassoc.com

Professional Experience: Our newest member, Andy, attended Pacific Lutheran University where he received his Bachelors in Business Administration with concentrations in Accounting and Finance. During his time there, he was also a four-year letterman in Men’s Soccer. After working for Russell Investments then moving on to work as a financial advisor, he has decided to join the team here at Stolz & Associates.

Work Phone: 253-272-3441
Email: karen@stolzassoc.com

Karen has been our executive administrator for more than 5 years. She handles every aspect of client interaction as well as office management. She is our first point of contact and takes great pride in creating a welcoming atmosphere.