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  • Happy First Day of Spring!
  • Just a reminder, if you have retirement account contributions for 2022, we need them ASAP!

Upcoming Events

  • April Coffee Chat (April 18th 10am): We will be joined by attorney Brad Frank from Barnes & Thornburg for our first Coffee Chat of the year. We will answer all of your estate planning questions while enjoying some coffee! Looking forward to seeing you there! RSVP here.

Anthony’s Thursday Thoughts

Kim subs in for Anthony this week as he and his wife Emily welcomed their new baby girl, Matilda, on March 8th!               

Check out our YouTube channel for more content!

We’re grateful for the opportunity to partner with Twin Engine Coffee and share with you their journey. Read more about the Twin Engine Coffee story by visiting their website and learn more about their commitment to stopping poverty by crafting organic and pure Nicaraguan coffee from the source.

Twin Engine Coffee has offered a private discount code for Stein clients, STEIN15, for 15% off at checkout on any orders at www.twinenginecoffee.com.

join us live for our next coffee chat! 


  • There is ample parking in the ramp adjacent to the backside of the building off of Duke Drive.
  • Enter the driveway marked 1600, safely park near the door in a spot marked visitor parking 1 or 2 hour, and come into the lobby on the ground level.
  • Take the elevator to the 9th floor. 

Visiting the office?

Life time work