Stolz & Associates, Ps

Michelle Robinson is a CFP® professional with 16 years of industry experience. She has been with Stolz & Associates, PS since 2001. Additionally, she serves as a notary, providing occasional document notarization for clients at no charge. Stolz & Associates, PS advises individuals, families, and retirement plans, managing approximately $282 million in assets. The firm focuses on long-term, diversified investment strategies using mutual funds, ETFs, and individual stocks and bonds, while offering both discretionary and non-discretionary portfolio management and retirement plan consulting.

Andrew Stolz is a CFA® charterholder with nine years of experience in the financial industry. He has been with Stolz & Associates, PS since 2018, following five years at BNY Mellon. Located in Tacoma, WA, he holds Series 65 and Series 66 licenses. Stolz & Associates, PS serves individuals—including high net worth clients—families, and retirement plans by providing wealth management, financial planning, and retirement plan consulting. The firm focuses on long-term investing with diversified, lower-cost portfolios and offers both discretionary and non-discretionary portfolio management.

Derek Dzingle is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Stolz & Associates, PS since 2022. Prior to this, he worked at Mercer and held various roles at Gonzaga University and other organizations. He has also operated a landscaping business. Stolz & Associates advises individuals—including high net worth clients—families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in assets across about 193 client relationships and emphasizes long-term investing with diversified, lower-cost portfolios.