Our Team
Brian M. Much, CPA/PFS, CMA
CEO, Wealth & Tax Strategist
Brian.Much@StonehavenWealth.com
Brian is a wealth and tax strategist and co-founder of Stonehaven Wealth & Tax Solutions, LLC. He joined the financial services industry in 1999 and has been a Certified Public Accountant since 2002. As both a Certified Management...
Jennifer Potter
Director of Tax Services
Debra Lawent
Tax & Finance Associate
Lauren Farrell
Director of Client Services
855-232-1427
Lauren joined Stonehaven Wealth & Tax Solutions LLC in March of 2020. In 2017, Lauren graduated from the University of Wisconsin- Whitewater with a Bachelor’s degree in Corporate Health & Communications. After graduating, she...
Robert Schoelzel
Financial Advisor
Robert Schoelzel merged his independent RIA firm, Financial Advisory Group with Stonehaven Wealth and Tax Solutions, LLC effective November 1, 2019. Robert has been in the financial planning industry for over 20 years, committing his...
Scott Hackl
Wealth & Tax Strategist
855-232-1427
scott.hackl@stonehavenwealth.com
Scott Hackl joined Stonehaven Wealth & Tax Solutions, LLC in 2020, following a successful career in diverse areas of business. A highlight of his career was his leadership over a $30 million capital campaign to rebuild the Catholic...
Tina Faye Moore
Associate Advisor
855-232-1427
Tina Faye joined the practice in September 2018 and comes to us with over 25 years experience in the financial services industry. Tina Faye is fully licensed, holding her FINRA Series 24, 7, 63, & 65 licenses...