Jeffery Stein has spent the last thirty-three years in the financial services industry working with employer-sponsored plans and individuals. With his effective, transparent approach to financial planning, he has earned esteem and recognition within the financial services industry.
His numerous honors include:
Jeffery and his wife live in the Twin Cities area. He has two daughters: Dana is a financial advisor for Voya Financial Advisors as well and Debbie is the Assistant Dean of Development at D'Amore-McKim School of Business at Northeastern University.
The best part of working with clients: The opportunity to instill in them confidence regarding their financial world and then seeing their transformation from nervous and uncertain to optimistic and assured.
Hobbies outside of work: Cooking with my wife, running outdoors, and mentoring new individuals to the financial services industry
Favorite places to visit: Any place that includes being with my family. I love to travel and always enjoy hearing about great trips my clients have taken.
Something few people know about me: During my college years at the University of Minnesota I sold Gopher souvenirs outside and inside of old Memorial Stadium and at Williams Arena. If you attended a game in the 70s that sweatshirt, t-shirt or hat you purchased may have been from me. Of the many great things that came from this experience the best is that was where I met Jeanne, who became my wife.
*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). ***Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain commission or income during the year in addition to meeting ethical standards.
Michael Stein attended San Diego State University where he received his Business degree. He has also earned the CERTIFIED FINANCIAL PLANNER™certification. Michael has been in the financial services business since 1995.
Michael is an Investment Advisor Representative with Voya Financial Advisors. He has helped many clients reach their financial goals through financial planning, employer sponsored plans, mutual funds, IRAs, college funding and life insurance.
The best part of working with clients: When my clients tell me about all of the great experiences they have had and continue to have as we advance our agreed upon plan.
Hobbies outside of work: Riding the many bike trails throughout the city and spending time with my daughter. I’m also an avid reader of both fiction and nonfiction.
Favorite places to visit: I look forward every year for my annual trip to Lake Vermillion to go fishing with my friends.
Something few people know about me: On a sunny summer day I may take the long way into work with the top down on my Mazda Miata. Life is Good!
*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
Mark Isenberg received his bachelor degree from the University of Minnesota before joining Stein Financial Group as a CERTIFIED FINANCIAL PLANNER™, professional.
Mark is a Investment Advisor Representative with Voya Financial Advisors. He is responsible for a wide range of services within the firm, including financial planning, retirement plan enrollment, IRAs, mutual funds, and life insurance.
The best part of working with clients: Being able to watch a plan come to fruition, and enjoying the journey each and every step.
Hobbies outside of work: Physical activities like running, biking, rowing. Reading fiction, and spending time with my wife and son.
Favorite places to visit: Any craft brewery. My goal is to go on a European River cruise.
Something few people know about me: I played the violin from age 7-15.
Eric Mullins is a Financial Advisor with the Stein Financial Group. He earned his Chartered Retirement Planning Counselor (CRPC®) designation and has been awarded both the 2018 & 2019 FIVE STAR WEALTH MANAGER by Five Star Professional as seen in Mpls. St. Paul Magazine and Twin Cities Business magazines.
He also has the series 7 and series 66 securities registrations, as well as, the Life, Health, and Disability Insurance license including the Long Term Care certificate. His clients say they enjoy working with him because he focuses on doing what is best for them. Eric’s clients appreciate his willingness to carefully listen to their needs, wants and wishes and provide strategies and solutions specifically designed for each individual or family.
The best part of working with clients: The most rewarding part of working with my clients is knowing that I am making a difference in their lives by providing financial wellness and peace of mind
Hobbies outside of work: Some of my hobbies include spending quality time with my wife and son, family and friends. I also like home renovation projects, cooking, grilling and enjoying the outdoors.
Favorite places to visit: I enjoy traveling and loved my backpacking trip throughout various countries in Europe. I look forward to be able to go back to Europe to explore even more countries and experience the sights and sounds of each of the local cultures and communities.
Something few people know about me: I am a ‘DIYer’ with home improvement projects and love the process of learning how to update our home.
Anthony is the head of analytics and strategy for Stein Financial Group, and he oversees client accounts and investment lineups for the team. He is also the head of operations, ensuring Stein Financial Group maintains its standards of excellence in Financial Planning, now and into the future.
A born and raised Minnesotan, Anthony Gerbi has been with Stein Financial Group since 2014 and has a bachelor's degree in Economics and Statistics from the University of Minnesota. He holds Series 7 and Series 66 registrations in addition to his Minnesota Life, Accident, and Health Insurance license.
The best part of working with clients: I like numbers, analytics, ideas... but it's hard to say that the best part of my job is anything other than the relationships built with all the people I talk to everyday. Everyone has a story and a unique perspective. It's the realization that each client, each person we interact with is living a life as vivid and complex as our own, with their own ambitions, friends, routines, and worries. I think the most gratifying thing I'm able to do is use my time and talents to make our clients' days a little bit brighter, a little less worrisome, and simply just a little bit better.
Hobbies outside of work: I’m passionate about films and sports, especially the local teams, and I’m often enjoying the beautiful Minnesota scenery on one of my regular walks.
Favorite places to visit: Being born in Little Falls, Minnesota, a town that straddles the Mississippi River, I've always found myself most at home near the sounds of rushing water and with a cool breeze on my face. I do travel, I love the outdoors, big cities, and everything else the wider world has to offer, but there's nothing quite like coming home.
Something few people know about me: My childhood dream was to become a paleontologist and dig up dinosaur bones.
The best part of working with clients: I am so lucky that, through my job, I am able to get to know new people each day and over time, develop great, long lasting relationships with many of my clients. It is so fun to help a client enroll in their deferred compensation account, talk about their future goals, and watch them work towards those goals.
Hobbies outside of work: When I am not at work, you will find me spending time with my family and my dog, a Havanese named Oliver, cooking, baking and running around the Lakes.
Favorite places to visit: Anywhere on the East Coast—Rhode Island, Washington D.C. and Martha’s Vineyard are a few favorites.
Something few people know about me: I changed my major multiple times in college, so instead of following in my Dad’s footsteps as a Financial Advisor, I could have worked in Retail Merchandising, become a Dietician or followed in my mom’s footsteps and worked in Speech Pathology. I think I made the right decision!
*Investment adviser representative and registered representative of Voya Financial Advisors, Inc. (member SIPC).
Margie Goldfine has been with Stein Financial Group since 2006. She is a registered representative with Voya Financial Advisors and has her Series 6, 7, and 63 registrations as well as her Minnesota Life and Health license.
She spends the majority of her time providing support for clients and assisting the team. Margie graduated from the University of Minnesota with a degree in Elementary Education and taught for twenty years before coming to Stein Financial Group. She still volunteers with children whenever she has the opportunity. Margie has three children, two sons and a daughter, who are now all adults. And best of all, she has added a wonderful daughter-in-law and a beautiful grandson.
The best part of working with clients: I love getting to know clients and their families, helping them with problems, and making a difference in their lives.
Hobbies outside of work: I enjoy walking, reading, cooking, baking, and spending time with my family.
Favorite places to visit: I loved visiting Italy- so much history, beautiful architecture, and wonderful food.
Something few people know about me: I love Hallmark movies and anything ending in happily ever after.
**Registered representative of Voya Financial Advisors, Inc. (member SIPC).
Becky Duran has been with Stein Financial Group since 1999. She is a registered representative with Voya Financial Advisors and has earned her Series 6 and 63 registrations as well as her Minnesota Life and Health License.
Becky's main responsibility is servicing employer-sponsored plans and providing support to the team.
Hobbies outside of work: I enjoy gardening, home improvement projects, walking, bike riding on the trails, and spending time with my family and friends.
Favorite places to visit: Scotland and French Polynesia
Something few people know about me: I like to paint pictures.
Lauren is a graduate from the University of Minnesota with a degree in Statistics. She has been with the team since July of 2017 and has since paved her role in making sure Stein Financial Group's business operations are not only maintained but constantly evolving and improving. Lauren is a licensed producer of Minnesota Life and Health/Accident insurance.
The best part of working with clients: I have the opportunity to help clients feel relieved and comfortable after speaking with us. There is nothing more rewarding than being able to put a smile on a client's face.
Hobbies outside of work: In my free time I love to visit Minnesota State Parks(I have visited 39 out of 74 of them!) , explore new shops and restaurants with my friends, travel with my husband, and spend time with our giant dog Mabel.
Favorite places to visit: Some of my favorite spots include Paris, Seattle, Zion National Park, and Cinque Terre, Italy.
Something few people know about me: I would much rather listen to music in my car, headphones, or home than attend a live concert.