At Stavis & Cohen Financial, we provide families with the guidance, resources and support required to address complex financial and estate matters. Essentially, we help families develop and implement the plans necessary to achieve lifetime and multi-generational goals.

Our team includes experts in every aspect of the planning, investment and service process. We have the depth and breadth of knowledge and experience to help you maximize your opportunities and bring value to your life.

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

*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.

 

Founders

Advisory Team

Lead Advisor

Duane has over 25 years of experience as a Financial Advisor and almost 35 years of experience as a CPA. He joined...

Lead Advisor and SVP of Advisory Services

Allison has more than 25 years of experience in the financial advisory business. She joined Stavis & Cohen Financial in...

Chief Business Development Officer

​Kyle has more than a decade of experience in private wealth management. He joined Stavis & Cohen Financial in 2014 to...

Lead Advisor

Kayla has over ten years of experience in the financial services industry. She began her career in the Financial...

Lead Advisor

Lay began his career at Stavis & Cohen Financial and now has more than six years of experience in the advisory services...

Advisory Services Manager

Shelli has over 20 years of experience in the Financial Services industry, half of that being with Stavis & Cohen...

Advisor

Shala brings nearly ten years experience to her role in financial planning, investment management, and estate planning...

Advisor

Michelle has more than five years of experience in the Financial Services industry. Michelle is extremely passionate in...

Client Service Associate

Laura has over one year of client services experience. She began her career at Stavis & Cohen as an intern in 2019 in...

Client Service Associate

Alec began his career at Stavis & Cohen as an intern in the summer of 2016 as well as 2019. In April 2021, he joined...

Client Service Associate

Bio Coming Soon!

Non-registered assistant to Stavis & Cohen Financial

Investment Team

Portfolio Manager

Jun joined Stavis & Cohen Financial in 2010 and has over ten years of investment experience. Her responsibilities...

SVP, Investment Operations

Diana brings over 17 years of experience in the Financial Services industry. She is proficient in creating process and...

Trader

Sital joined Stavis & Cohen Financial in 2018 as an Investment Operations Specialist focusing on daily trading and block...

Operations

SVP, Operations and Communications

Kristin brings almost 20 years of operations and marketing experience from both the financial and technical industries...

Vice President of Marketing

Katherine has over five years of marketing experience in the Financial Services industry. She is responsible for...

Chief of Staff

Cody joined Stavis & Cohen Financial in 2020 to manage the firm's complex and ever-evolving schedule. 

Prior to...

Office Manager

Rose Lynn joined Stavis & Cohen Financial in 2016. Prior, Rose Lynn acquired wide-ranging experience in banking, owned...