Our Team

Deborah Stavis

Deborah Stavis, CFP®**

Chief Executive Officer and Founder
Eddie Cohen

Eddie Cohen, CFP®**

Chief Investment Officer and Founder
Diana Belger

Diana Belger**

Director of Investment Operations
Duane Hirsch

Duane Hirsch, CFP®**

Director of Advisory Services
Carmen Velez

Carmen Velez, CPCU, ARM

Director of Operations
Allison Lyons

Allison Lyons, CFP®**

Lead Advisor
Mandy Pham

Mandy Pham**

Advisor
Shelli Bouillion

Shelli Bouillion, CFP®**

Associate Advisor, CLU
Kayla Tolunay

Kayla Tolunay, CFP®

Associate Advisor
Jun Gu

Jun Gu, CFA**

Associate Portfolio Manager
Lay Huang

Yonghui “Lay” Huang**

Associate Financial Planner
Michelle Cohen

Michelle Cohen

Client Service Associate
Kyle McCully

Kyle McCully

Business Development Advisor
Rose Lynn Robinson

Rose Lynn Robinson

Front Office Coordinator

Learn more about the background of these investment professionals on FINRA’s BrokerCheck

*Registered Representative offering securities through FSC Securities Corporation, member FINRA/SIPC. **Registered Representative offering securities through FSC Investment Advisor Representative of Stavis & Cohen Financial, a Registered Investment Advisor not affiliated with FSC Securities Corporation.