Stoney Creek Advisors LLC

William Waggoner is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at ITT Tech, Executive Wealth Management, INVEST Financial Corp., and Oakland Community College. He is also a partner and owner of Stoney Creek Partners, LLC, a life and health insurance agency. Stoney Creek Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented investment policy process, a variety of analytical methods, and offers services including third-party money manager selection and retirement-plan advisory, with a focus on client education and a broad investment menu.

Angelo D’orazio is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Smith and Associates, and JPMorgan Chase Bank. He serves as Treasurer on the Board of Directors for the Italian American Club of Livonia Charitable Foundation, where he helps organize cultural events and scholarship efforts. Stoney Creek Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and various analytical methods to manage accounts, offering services such as third-party money manager selection and held-away 401(k) account management.

Mark Tabock is a financial advisor at Stoney Creek Advisors LLC with 12 years of industry experience and holds the PFS™ designation. He has been associated with Tabock Business TR TBT Corp Mgmt Assoc Co since 1988, where he serves as an account executive and accounting manager, including providing tax services and business-related advice as a certified public accountant. He is a shareholder in Tabock Company, a Michigan for-profit corporation. Stoney Creek Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, a variety of analytical methods, and quarterly reviews to manage client accounts, and offers a broad investment menu alongside retirement-plan advisory services and client education initiatives.

Peter Mitroff is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Prior to joining Stoney Creek Advisors in 2016, he worked at Executive Wealth Management, LLC and Invest Financial Corp. He is also the owner and partner of Life & Health Insurance Agency through Stoney Creek Partners, LLC. Stoney Creek Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a documented investment policy process, uses various analytical methods, and offers services including third-party money manager selection and retirement-plan advisory services.

Robert Kahn is a financial advisor at Stoney Creek Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in the financial services industry since 1990, including roles at FSC Securities Corporation and his own firm, R. Kahn & Associates. In addition to his advisory work, he is a licensed accountant and occasionally offers accounting services to clients. Stoney Creek Advisors LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a documented investment policy process, uses a variety of analytical methods, and offers services such as third-party money manager selection and retirement plan advisory, including held-away 401(k) account management.