Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Nick Stahl Financial Professional
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.
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.
Jessica RossOffice Administrator
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.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.