The Team

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.

Our Advisors

Stan Lowenstein

Stan Lowenstein

Branch Manager

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

1991 BA University of Georgia Business School

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Our Staff

Stacey McCulley

Stacey McCulley

Registered Client Service Associate

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Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • Life, Accident, Health and Variable Insurance