Dave's Retirement

 

In 2001, Stolz & Associates was founded from a CPA firm that wanted to begin helping clients with Financial Planning.  Over the course of 20+ years, Dave and Michelle built a great company with great clients.  In this video, Dave discusses the company's future and his plans for retirement.  

We will all be sad to see Dave go, but he'll still be around, and we're excited to continue helping clients in the future.

As always, if you have any questions, please don't hesitate to contact us.