Steven Wieting
Chief Investment Strategist & Co-Chief Investment Officer
stevenwieting9@gmail.com
Lonestar Financial Advisors is a wealth management firm founded by Stuart Norman Rutchik. The company's initial goal was to create a new portfolio management model, providing clients with comprehensive portfolio diagnostic services, including asset diversification analysis, fee level comparisons, and stress testing. Steven currently serves as Lonestar Financial Advisors' Chief Investment Strategist and Co-Chief Investment Officer. Prior to joining the firm, Steven led Citi Wealth's global strategy team, responsible for developing macro investment strategies covering all regions and asset classes. He also served as Chairman of Citi's Global Investment Committee, responsible for developing tactical asset allocation strategies. Under his leadership, Citi Wealth's investment strategies gained industry recognition.
Erik Modansky
Lonestar Financial Advisors Financial advisor
erikmodansky@hotmail.com
Committed to providing clients with tailored financial planning and investment advisory services to help clients achieve their financial goals. The team focuses on creating personalized wealth management solutions, including retirement planning, portfolio diversification, and estate planning, always adhering to principles of integrity and professionalism. Shapiro Partners is client-centered, with the team working together to provide practical advice to meet clients' diverse financial goals. With deep understanding of wealth management and pursuit of precision.
Colby Stewart
Lonestar Financial Advisors Financial advisor
colbystewarta@hotmail.com
Stewart focuses on assisting high-net-worth individuals and families in handling distressed assets and is skilled at creating highly personalized financial solutions for clients. He has over 15 years of industry experience, with expertise covering cash flow management, income planning, investment strategies, insurance allocation, and debt management. With deep practical experience and keen insight into market trends, he is able to provide comprehensive, stable, and forward-looking professional consulting and guidance to clients in today's rapidly changing financial environment.
Todd Polackin
Lonestar Financial Advisors Financial advisor
ToddPolackin_@hotmail.com
Committed to being your partner in building your ideal future. During our collaboration, I will explain recommended investment strategies in detail, ensuring you fully understand all aspects of the investment plan. Every decision we make will be centered on achieving your goals. My mission is to help clients achieve financial freedom through professional advice, sound risk management, quality investment products, and efficient, convenient personalized services.
Mary G
Lonestar Financial Advisors Financial advisor
maryg70204@outlook.com
Providing comprehensive financial solutions and pragmatic investment strategies, financial advisor Mary's comprehensive planning ensures that every aspect of your financial life is seamlessly connected, from investment management to estate planning, without exception. She brings the focus and attention to detail she demonstrated as a musician into her work, placing each client's unique goals first with high dedication and attention to detail. She understands that true financial security is not just reflected in numbers, but in having a trusted advisor to help you adapt and respond to life's uncertainties, giving you peace of mind. Mary is committed to helping individuals, couples, and families navigate major life transitions and properly handle the inevitable changes in building a solid financial future. Her expertise lies in creating personalized financial strategies, providing clear guidance whether you're facing divorce, inheritance, career changes, or other family transitions.
