Our Team

David Stolz

David A. Stolz
CPA/PFS, CFP ®

Work 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 Robinson

Michelle T. Robinson
CFP ®

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.

 

Our Clients

Simply put, our clients are nice people with big dreams for their future.  We look to connect with the real you so that you can connect with the real us.  Before we charge anything in fees, we sit down with our clients and have a relaxed conversation about what their goals are and what they look for in a wealth manager.  This conversation will help you decide if we are the right partner for you.  Authentic relationships are built on trust and loyalty.  We would love the opportunity to meet with you and start earning yours.