Our Team
Before you work with anyone, you should first be comfortable with their values, background, and capabilities. Here's a look at who we are. Want to know more? Pick up the phone and let's get to know each other.
Joel E. Stillman, J.D., CFP, CLU
President
“Knowing everything about the financial condition of the people I work with is paramount. If I don’t, it’s a disservice. Making a suggestion in one area may appear to be a good idea, until you discover how it affects...
Jeffrey R. Lippman, CFP®, ChFC
CERTIFIED FINANCIAL PLANNER™
"I love the look of relief on the faces of our clients (every time) when they discover the spectrum of services we offer. There is nothing like seeing a person evolve from feeling financially insecure to feeling financially confident."...
Josh Stillman, CFP®, CAP®, MBA
Director of Financial Planning
“What does money mean to you? I do not believe there is one "right" financial decision for every situation, which is why I believes the best way to manage financial affairs is to work through a process to articulate underlying...
Marie Stinger
Business Manager
"Although my educational background is all financially related, my passion is people and relationships. I enjoy meeting the clients, hearing their stories and being of help in any way possible."
Mikayla Rodarte
Junior Associate Financial Planner
"My passion for teaching and personal empowerment drives me to help others understand their personal finances. By gaining knowledge about your personal finances, you achieve a sense of security and a clearer path toward your goals."