I joined ISTO Advisors in 2020, after having worked for JPMorgan Chase. I have worked in the financial services industry since 2006 and am a CERTIFIED FINANCIAL PLANNER® professional. I have a passion for relationship building and unsurpassed client service.

I earned my Bachelor of Arts in Communication from Michigan State University, and a Master of Science in Finance from Walsh College.

I live in Royal Oak with my wife, Andrea, and our two sons, Anthony and Alessandro.  We enjoy spending time with family and are active in the Italian American community. I am an accomplished guitar player and enjoy golf and skiing. I frequently volunteer with Bound Together of Pontiac.

Why I joined ISTO…

I joined ISTO because I have always envisioned myself as a financial planning professional who has the freedom to do what is right for my clients, every single time. Coming from an accounting and tax background, I have a passion for helping people achieve peace of mind through a comprehensive approach to planning that focuses on areas such as cash flow management, tax minimization, risk management, and wealth transfer strategies. I love serving as my clients’ personal CFO and being able to leverage their professional team, including CPAs and estate attorneys, throughout the planning process to ensure I add value every step of the way as they realize their dreams & aspirations.

How I am In Service To Others…

Because I treat each and every one of my teammates and clients with the same level of respect, adoration, and affection as I do my own family. Having a deep knowledge and understanding of my clients’ unique (and often extensive) backgrounds, goals, and dreams is what motivates me to serve them unconditionally and to the best of my ability, and I especially enjoy serving as their accountability partner when called upon.

The Core Value I resonate most with at ISTO is…

Putting others first… always. This core value resonates most with me, because it is fundamental to how I approach my every day, both personally and professionally. When I consider my family - no small part of my motivation for getting out of bed each day is derived from the thought of creating opportunity, sharing moments and experiences, and building great memories with those who are closest to me. With those ideas in mind, sacrifice and effort become easy. The same goes for my team and my clients. Being able to serve in a role that often helps make people’s lives a little bit easier, less stressful, and maybe even frees up some very sought-after precious time, is incredibly rewarding.

Meet More Team Members

Kara Mitchell

Director of Wealth Advising

Erica Crosby

Client Service Associate

Jill Wall

Chief Investment Officer

Craig Einhorn

Client Service Associate

Madison Kukla

Team & Community Specialist

Julia Maguran

Wealth Advisor

Sandra Noworul

Director of Coaching & Culture

Jenna Holzberger

Wealth Planning Associate

Kayla Palmer

Client Service Associate

Thomas Kaliszewski

Client Service Associate

Eddie Sharrak

Business Operations Specialist

Josh Kinnee

Wealth Advisor

Tyler DeCoster

Director of Wealth Planning

Myah Burke

Operations Associate

Karole Lams

Senior Client Service Associate

Kayla Smiley

Executive Assistant to Chris Fisher

Holly Burton

Executive Assistant to Paul Housey

Alexander Legg

Wealth Planning Associate

Katie Gillman

Senior Wealth Advisor

Adam Legg

Wealth Planner

Kyara Gonzales

Operations Liaison

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