Our Team

Danielle Holmes is dedicated to helping clients optimize the distribution phase of their retirement. By understanding the client’s unique situation, Danielle is able provide an individualized strategy that allows clients to make...

Nicole Stojov is an Executive Assistant at Stefanski Holmes Wealth Management. She strives to assist us in helping our clients meet and exceed their life goals with the highest level of customer service, organization and follow through...

Tod R. Phillips has been a financial consultant for over 30 years and specializes in providing a broad range of investment opportunities that are designed to assist his clients in reaching their retirement goals and distribution...

As a case designer, Randy collaborates with advisors to assist with financial planning analyses including: life insurance, education, and investment analysis using a variety of software analytic tools. To add to his depth of finance,..