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.
Professional Education: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA®), CERTIFIED FINANCIAL PLANNER (CFP®)
Professional Experience: David Stolz has more than 20 years of experience working with high net worth individuals in the areas of tax and financial planning, as well as divorce financial planning. He has a bachelors’ degree in business administration from Pacific Lutheran University. He is a past chair of the Personal Financial Planning Committee for the Washington Society of CPAs, and is involved with the American Institute of CPAs Personal Financial Planning Section in various committee, education and volunteer roles.
Publications: David has written and contributed to various articles on tax, financial and divorce planning in numerous publications including: New York Times, CBS News, CNBC, Washington Post, Consumer Reports, Journal of Accountancy and others.
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.
Professional Education: CHARTERED FINANCIAL ANALYST® (CFA®). CERTIFIED EXIT PLANNING ADVISOR (CEPA®).
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.
Professional Experience: Andy was selected by South Sound Business Magazine in 2020 as a member of their "40 Under 40".
Professional Education: Derek has passed his Series 65 and is currently studying to take the CFP® Exam.
Professional Experience: Derek graduated Magna Cum Laude from Gonzaga University with his Bachelor of Science in Economics. He has experience in insurance and management consulting, having worked at Mercer in Seattle after graduating. Derek Joined the Stolz & Associates team as a Client Services Coordinator in March of 2022 to pursue his passion for financial planning.
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.