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Meet the professionals who can help you 

Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

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President & Founder, CFF, NSSA

Nick Stahl

Nick Stahl is founder of Blue Stone Retirement, a retirement income planning firm. Nick has over ten years of experience in financial services.
 

Nick works with the American Financial Education Alliance, a non-profit organization that teaches financial education classes throughout Central Oregon. Respecting the need for his continuing education, he is currently working on his Master of Science in Financial Services.
 

Nick’s primary focus is to help you pursue a retirement that reflects your unique goals and dreams. By utilizing strategies to maximize Social Security benefits, asset protection strategies, and potentially reduce taxes, Nick builds complete retirement income plans to help his clients enjoy their best retirement.
 

Nick values integrity and excellence in business, honesty, and sincerity in people. Nick lives in Bend, Oregon with his wife Rilley and dog River.
 

Fun Facts about Nick: He has skydived 14 times, he once met President George Bush Sr. in a helicopter and has hitch-hiked across the country of Belize.
 

The American Financial Education Alliance (AFEA) is a paid membership organization composed of professionals of varying specialties. AFEA is a 501(c)(3) nonprofit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The AFEA logo and/or trademarks are the property of their respective owners, and no endorsement of Nick Stahl or Blue Stone Retirement is stated or implied.

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Financial Professional

Tiffany Boileau

With nearly 15 years of experience working for large corporate companies, Tiffany brings a wide range of expertise in client services and relations.

Growing up in Oregon, Tiffany attended Oregon State University where she graduated with her bachelor’s degree in Business Management. Over the last few years, she has been using her skills to assist a local non-profit.

Her time there has helped them to grow and expand their outreach in the Central Oregon community.

Fun Facts about Tiffany: Tiffany once stayed with the Bionic Women (aka Lindsay Wagner) and received the grand tour of Hollywood by Lindsay herself.
Tiffany and her husband met when they were 4 years old and now have 3 children, and she has summited South Sisters at sunrise with her husband.

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Financial Professional

Lamont Boileau

Lamont “cut his teeth” in finance working for a fortune 500 company advising clients on small business retirement strategies as well as employee health benefit options. He attended Oregon State University where he graduated with his Bachelor of Science in Liberal Studies.

As a kid, Lamont grew up in a military family which traveled extensively. This provided Lamont the opportunity to see different parts of the world and experience a wide range of cultures.

Whether attending school in Okinawa, Japan or walking the streets of Rome, Lamont learned at a young age the power and importance of relationships.

Fun Facts about Lamont: Lamont has completed three marathons, is an avid bow hunter, and has seen his favorite soccer team, Everton, play at Goodison Park in Northern England.

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Office Administrator

Jessica Ross

Jessica Ross is an administrative professional with over twenty years of experience providing executive-level support and office management expertise. Growing up in the Great Lakes region, she earned her bachelor’s degree from the University of Michigan. Most of her career has been in the non-profit sector providing support to charitable organizations. It has always been important for Jessica to use her administrative skills to do meaningful work. 

As the office administrator at BlueStone, Jessica is passionate about helping clients achieve peace of mind and enjoy their best retirement. Whether she is greeting clients, scheduling meetings or handling service requests, Jessica is the go-to person for all things administrative at BlueStone.

Fun Facts about Jessica: She knows how to play over a dozen musical instruments, has a collection of more than 500 vinyl records, and likes cardio kickboxing.

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Client Relations Manager

Lexa Nottingham

Lexa is a seasoned professional with over ten years of customer service expertise. She spent her career building relationships with those around her, and making connections with that provide a respect and appreciation for those she is helping. It has always been of great importance for Lexa to use her skills to create a strong foundation with clients while helping those around her.

As the client relations manager for Bluestone, Lexa is focused and passionate about creating lasting relationships built on trust and integrity. From handling service requests to coordinating client appreciation events, Lexa is here to help.

Growing up in the Pacific Northwest, she has a strong love for the outdoors and adventure. Lexa lives in Redmond with her Husband, Children, and animals.

Fun Facts about Lexa: She once sat next to the actor Laurence Fishburne on a plane, she left the US for the first time in February 2020, and has been to every national park in the western states.

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OUR LOCATION

704 W. Hood Ave Suite C
Sisters, OR 97759
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CONTACT US

Phone: 541-633-4727
Email: nick@bluestoneretirement.com

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.