The Macco Financial Team
Built to Serve You
We Are
CFP® Professionals with decades of collective experience helping clients align their finances so they can live a more prosperous life to and through reitrement.
Fiducairy Advisors. No kickbacks or proprietary products. Our incentive is doing everything we can to get your plan and portfolio right.
Built on teamwork. We believe coordination with all of your professionals leads to better financial decisions and a more ALIGNed life.
We Are Not
Short-Term Focused. We value relationships developed over years. We strive to be an advisor and a thought partner with you.
Just Money Managers. We won’t hand you a portfolio and check in on performance once a year. The ALIGN Method is ongoing and evolves alongside your life.
The Right Fit For Everyone. And we are okay with that. We have positioned our team to serve; near-retirees, wealth builders, business owners.
Patrick Stoa, CFP®
Partner
Michael Macco, CFP® CIMA®
Partner
Andrew Froelich, CFP® CIMA®
Financial Advisor
Morgan Cain, CFP®
Financial Advisor
Stacie Kohn
Client Service Specialist
Autumn Walsh
Client Service Specialist
Ryan Robillard
Paraplanner
Our Values
Integrity
“We do the right thing, even when it isn’t easy.”
We are loyal to clients, family, and team members who rely on us. With candid and transparent communication, we follow through on our commitments.
Excellence
“Our clients deserve thorough work executed at a high level.”
We put as much thought and effort into our client’s situation as we would our own. We carefully research and consider the possibilities before making recommendations. By developing and utilizing processes and systems, we seek to provide consistent and reliable experiences. With open-minded curiosity, we welcome new ideas and improvements.
Teamwork
“Collaboration creates better results for our clients.”
Each team member brings unique strengths and perspectives to the daily work, processes, and client situations. Utilizing all the resources of the team improves advice and outcomes for clients. Regular and clear communication ensures that our daily work is efficient and effective.
People
“Everyone has inherent dignity.”
We acknowledge that people’s opinions, talents, and life experiences have importance and value. We serve with humility and kindness. We are generous with our time, attention, and resources, while encouraging and supporting people in all aspects of life.
