Kirsten Lopez is a CFP® with three years of industry experience, currently serving as an advisor at Metz Capital Management LLC. Her prior experience includes roles at Merrill and Bell Rock Capital, LLC. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes portfolio diversification and periodic rebalancing, managing accounts with at least quarterly reviews and ongoing monitoring.

Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.