At Stavis & Cohen, 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

 

Founders

Partner & CEO

Deborah Stavis is a Certified Financial Planner® and pioneer in the wealth management advisory business with more than...

Partner & CIO

Eddie Cohen is a Certified Financial Planner® and Chief Investment Officer with more than 35 years of investment...

Advisory Team

Partner & Wealth Advisor

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

Partner & Wealth Advisor

Allison has more than 25 years of experience in the financial advisory business. She joined Stavis & Cohen in 2010...

Partner & Business Development Director

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

Partner & Wealth Advisor

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

Wealth Advisor

Lay began his career at Stavis & Cohen and now has nearly ten years of experience in the advisory services industry. He...

Associate Wealth Advisor

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

Client Services Manager

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

Insurance Associate

Laura has nearly five years of financial services industry experience. She began her career at Stavis & Cohen as an...

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

Tyler joined Stavis & Cohen in December 2021. He has a passion for financial planning and helping clients reach their...

Investment Team

Partner & Director

Jun joined Stavis & Cohen in 2010 and is a key member of the firm's Investment Committee. Her responsibilities consist...

Portfolio Trading & Administration

Sital has over 10 years of experience in the Financial Services industry. She joined Stavis & Cohen in 2018 and is...

Portfolio Administrator

Daniela has over five years of experience in the financial services industry. She joined Stavis & Cohen in 2022. Her...

Tax Planning

Tax Director

Jackson has over five years of professional experience working on tax compliance and tax consulting engagements for high...

Operations

Administration & Human Resources Manager

Shannon brings over 13 years of experience in the Financial Services industry.  She is passionate and diligent in her...

Business Development Associate

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

Executive Assistant

Rachel joined the firm in February 2022. She comes to us with eight years of experience in professional executive...

Office Manager

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