Advisors at this firm
Jake R
Series 63, Series 65
Spring, TX
Stenger Family Office, LLC
Jake Ranostaj is a financial advisor with Stenger Family Office, LLC in Spring, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JP Morgan Chase and Cetera Investment Services. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs a tax-aware investment approach using proprietary and model portfolios alongside customized ETF and fixed-income allocations.
Owen H
Series 65
Naperville, IL
Stenger Family Office, LLC
Owen Hardy is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at COhatch, Taylor University, and Wheaton Academy. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers and manages over $520 million through an eight-person advisory team, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations within a tax-aware investment process.
Lyndin S
Series 63, Series 65
Spring, TX
Stenger Family Office, LLC
Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hines Private Wealth Solutions LLC and Hines Securities Inc. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients and manages over $520 million through an eight-person advisory team using proprietary and model portfolios with a tax-aware investment approach.
Nicholas S
Series 66
Naperville, IL
Stenger Family Office, LLC
Nicholas Stenger is a financial advisor with Stenger Family Office, LLC in Naperville, IL. He holds a Series 66 designation and has eight years of industry experience, including six years at Morgan Stanley Private Bank. He is a co-founder and owner of Stenger Tax Advisory LLC, a licensed certified public accounting firm focused on tax planning and preparation. Stenger Family Office serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, subscription content, and investment management. The firm manages over $520 million through an eight-person team, employing proprietary and model portfolios with a tax-aware investment approach that includes portfolio customization and tax-loss harvesting.
Audrey F
CFP®, Series 65
Ann Arbor, MI
Stenger Family Office, LLC
Audrey Feldpausch is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023. Prior to this, she held roles at Timothy Financial Counsel, Inc. and has experience in both financial services and other sectors. Stenger Family Office provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients, and manages over $520 million through an eight-person advisory team. Its investment approach includes proprietary and model portfolios, customized ETF and fixed-income allocations, and a tax-aware strategy incorporating portfolio customization and tax-loss harvesting.
Ethan W
Series 65
Naperville, IL
Stenger Family Office, LLC
Ethan Willett is a financial advisor at Stenger Family Office, LLC in Naperville, IL, holding a Series 65 designation and with experience beginning in 2022 across various roles including internships and positions in financial and corporate environments. He is currently a student at Northwestern University’s School of Professional Studies. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million with an eight-person team and offers multiple service tiers, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations.
Julia H
Series 66
Naperville, IL
Stenger Family Office, LLC
Julia Huebner is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and the United States Senate. Stenger Family Office provides financial planning, consulting, subscription content, and both discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs proprietary and model portfolios alongside customized ETF and fixed-income allocations, incorporating tax-aware portfolio management strategies.