Our Team

Jeffrey R. Wolf, CFP®, CRPC®
Co-Founder
Fax Number: (972) 372-2960
Phone: (972) 372-2945
Email: jwolf@wealthstaradvisors.com

Scott Stockton, MBA, CFP®, CRPC®
Co-Founder
Fax Number: (972) 372-2960
Phone: (972) 372-2955
Email: sstockton@wealthstaradvisors.com

Erik L. Wyse, CRPC®
Co-Founder
Fax Number: (972) 372-2960
Phone: (972) 372-2890
Email: ewyse@wealthstaradvisors.com

Thomas Montgomery, CFP®
Senior Financial Advisor
Fax Number: (972) 372-2960
Phone: (972) 372.2970
Email: tmontgomery@wealthstaradvisors.com

Howard Chen, MBA
Senior Financial Advisor
Fax Number: (972) 372-2960
Phone: (972) 372-2981
Email: hchen@wealthstaradvisors.com

Edmund Cordero
Senior Financial Advisor
Fax Number: (972) 372-2960
Phone: (945) 333-0333
Email: ecordero@wealthstaradvisors.com

Tony Kim, CRPC®, APMA®
Senior Financial Advisor
Fax Number: (972) 372-2960
Phone: (972) 372-2936
Email: tkim@wealthstaradvisors.com

Jason Dallmann
Chief Compliance Officer
Fax Number: (972) 372-2960
Phone: (972) 372-2933
Email: jdallmann@wealthstaradvisors.com

Theresa Hoffman
Client Service Manager
Fax Number: (972) 372-2960
Phone: (972) 372-2935
Email: thoffman@wealthstaradvisors.com

Mousumi Mukherjee, MA, MBA
Paraplanner
Fax Number: (972) 372-2960
Phone: (972) 372-2930
Email: mmukherjee@wealthstaradvisors.com

Rick Stainsby, CFP®
Senior Financial Advisor
Fax Number: (972) 591-6628
Phone: (972) 905-0288
Email: rstainsby@wealthstaradvisors.com

Eunice Higgins
Client Service Manager
Fax Number: (972) 372-2960
Mobile: (945) 333-0333
Email: ehiggins@wealthstaradvisors.com
