Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.