Stavis Wealth Transfer Solutions

Deborah Stavis is a CFP® professional with over 42 years of experience in the financial services industry. She is currently principal at Stavis Wealth Transfer Solutions and has held positions at Purshe Kaplan Sterling Investments, FSC Securities Corporation, and other firms. Outside of her advisory work, she teaches estate, risk management, and insurance courses at Rice University and is involved in nonprofit literacy organizations in Houston. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust services alongside other professional advisors and manages most assets on a non-discretionary basis.

Samir Sinha is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Stavis Wealth Transfer Solutions, where he has worked since 2025. Prior to this, he held positions at Franklin Templeton, Post Oak Private Wealth Advisors, and Sinsonte Capital Management. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm focuses on coordinating estate and trust services with other professional advisors and offers tailored, goals-based planning and supervisory oversight of investment subaccounts within various insurance structures.

Yevgeniya Andryeyeva is a CFP® professional with Stavis Wealth Transfer Solutions in Houston, TX. She has been with the firm since 2023 and has prior experience at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work alongside clients’ other professional advisors and offers tailored, goals-based planning and advisory services.

Kayla Tolunay is a CFP® with 10 years of industry experience, currently serving at Stavis Wealth Transfer Solutions in Houston, TX. She has worked at several firms since 2009, including Stavis & Cohen Private Wealth LLC and Tanglewood Total Wealth Management, Inc. Tolunay is also an independent insurance agent. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work with clients’ other professional advisors and offers specialized services such as trust policy management and life-insurance audits.