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Jake R

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Lyndin S

Series 65, Series 63

Spring, TX

Stenger Family Office, LLC

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Hines Private Wealth Solutions LLC and other financial services firms. Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, managing approximately $735 million. The firm offers tailored portfolios through diverse investment strategies and provides a range of services including financial planning, portfolio management, family office services, a subscription content service, and pension consulting.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Nicholas S

Series 66

Naperville, IL

Stenger Family Office, LLC

Nicholas Stenger is a Series 66-licensed financial advisor with nine years of industry experience. He is currently part of Stenger Family Office, LLC, where he has worked since 2023, following six years at Morgan Stanley. In addition to his advisory work, he is a co-founder of Stenger Tax Advisory LLC, a certified public accounting firm. Stenger Family Office manages approximately $735 million for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, wealth and family office services, and pension consulting, employing a disciplined investment process overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Audrey F

CFP®, Series 65

Ann Arbor, MI

Stenger Family Office, LLC

Audrey Feldpausch is a CFP® and holds a Series 65 license, currently serving as an advisor at Stenger Family Office, LLC with four years of industry experience. Her prior roles include positions at Timothy Financial Counsel, Inc., UBS Group AG, and various engagements with Hillsdale College. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers customized financial planning, portfolio management, family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers with oversight from an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Ethan W

Series 65

Naperville, IL

Stenger Family Office, LLC

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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Julia F

Series 66

Naperville, IL

Stenger Family Office, LLC

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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James B

Series 65

Naperville, IL

Stenger Family Office, LLC

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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