Who We Are

Everything you need to know about our Firm

Why We're Here

We understand that successful families are busy families.  Most people would agree that organizing their financial picture is important, but many don’t have the time to create a plan that puts them on the right track to success.  We are passionate about stepping in as your financial planner to ensure that your financial future is taken care of.  This lets you focus on the more important things in life.

What We Do

Simply put, we provide holistic wealth management services for successful families.  Oftentimes, a family’s finances can become fairly complex and have many different moving parts.  Our role is to organize all of these pieces and get them working in unison toward your specific goals.  We help make sense of the numbers by learning about your goals, and developing a plan to help you get there.

Why We’re Different

As fiduciaries, we put the needs of our clients first.  We use low-cost, tax-efficient investments that let you keep more of the wealth that you’ve worked so hard to build.  We also believe in the power of personalization.  Your plan shouldn’t look like everyone else’s plan, because you don’t have the same goals as everyone else.  You are unique, and your financial plan should be too.

David A. Stolz, CPA/PFS, CFP ®

Phone: 253-272-3441

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. Member of the American Institute of CPAs Personal Financial Planning Executive Committee. This national committee provides the 394,000 CPA members with information and leadership to perform personal financial planning services in the highest professional manner.

Michelle T. Robinson, CFP ®

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.

Andy Stolz

Andy Stolz, MSF

Phone: 253-272-3441

Email: andy@stolzassoc.com

Professional Education: Andy has passed the first 2 levels of the Chartered Financial Analyst (CFA) designation.
Professional Experience:  Prior to joining Stolz & Associates, Andy worked with Russell Investments and BNY Mellon Wealth Management in Seattle.  He earned his Master's degree in Finance (MSF) from Pacific Lutheran University, where he also attained his Bachelor's degree in Business Administration with concentrations in accounting and finance.  Andy is also a member of the Board of Directors for Goodwill of the Olympics and Rainier Region and a member of the Seattle Aquarium Auxiliary Board.

Carlene Klein

Carlene Klein

Carlene has been with the firm for two years and comes to us with an administrative background of over 30 years.  She and her husband live in Puyallup.