Stan is a seasoned financial advisor who has been helping clients clarify, pursue, and achieve their financial goals since 2000. As a Certified Financial Professional®, Stan brings disciplined training, fiduciary responsibility, and over two decades of experience to every client relationship.
He holds his Series 7, 52, 63, 65, and 24 securities licenses, along with Life and Health insurance licenses. This comprehensive licensing allows Stan to serve individuals, families, and small business owners with a fully integrated approach—aligning investment strategy, risk management, and long-term planning into one cohesive financial roadmap.
What clients value most is not just Stan’s technical expertise, but his accessibility and commitment. He prioritizes genuine, long-term relationships and makes himself consistently available to provide guidance when it matters most. His philosophy is simple: thoughtful planning, clear communication, and steady counsel through every season of life.
Stan and his wife, Sabrina, have been actively involved in their church community for many years. Outside the office, they enjoy traveling, exploring independent restaurants, and spending time with their two children, Emma and Schaefer.