Stan joined ML&R Wealth Management in the Spring of 2021. He has a passion for developing client relationships by being a trusted partner in helping clients achieve their financial goals.
Prior to joining ML&R, Stan was a Regional Director at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. At Dimensional, Stan was responsible for updating financial advisors across the U.S. on capital markets research, assisting in communication of investment concepts, and consulting on asset allocation and business development.
Stan is a Certified Financial Planner (CFP®) and a CFA® charterholder.