Welcome to your future.
A universe of financial opportunities.
One star to guide the way.
01
Fee-Based Financial Planning
Our collaborative approach to financial planning brings a qualified team of fiduciaries to provide clear and suitable advice to our clients.
02
Legacy Planning and Charitable Giving
From establishing charitable trusts and donor-advised funds to life insurance policies, our solutions are designed to maximize your impact while minimizing costs and taxes.
03
Investment Management
With over a century of experience navigating both rising markets and turbulent economies, we employ a disciplined, data-driven approach to protect and grow your capital.
04
Risk Management and Insurance Planning
Live life with certainty. We uncover potential gaps and disruptions to financial plans by assessing risks such as premature death, illness, or outliving your savings.
05
Estate Planning Strategies
Whether it’s working with our Advanced Planning Team, the MassMutual Trust Company, or partner law firms, we deliver unparalleled estate planning and asset protection services.
06
Business Planning
Our business planning services allow entrepreneurs and executives to navigate the complexities of building and sustaining successful enterprises.
Why Choose Us
On your financial journey, you set your destination — our star points the way.
We work with
your past.
Each step of the journey matters. Our thorough discovery process explores the path you’ve taken thus far to uncover your goals and intentions.
We meet you in
your present.
Once we understand your history, we discuss manageable, holistic strategy options that fit your lifestyle while you remain in the pilot’s seat.
We chart the course
for your future.
Our team guides you to the future and legacy you want, creating direction and impact along the way.
Our mission is your
financial well-being.
Drawing on the deep expertise of our advisors, The Stellarix Group designs holistic financial plans that empower our clients to build a bright future.
Leadership
Meet the stars in our constellation of expert advisors.
Bryan Andersen, CFA, CAIA
Financial Advisor
Frank Lowery
Financial Planner
Haley Gray, AIF
Financial Planner
Hans Seitz
Financial Advisor
John Stone
Financial Advisor
Melissa Lang, CLU, ChSNC, CLTC
Special Care & Financial Planner
Mollie Lehman, MBA
Financial Planner
Oleg Metsaev, MBA
Financial Advisor
Executive Leadership
Mary Swenson, MBA
Head of Advisor Services
Tyler Rainey
Head of Brokerage
Joy Avedesian
Managing Partner
Registered Principal
Mark Zitkus
Agency Supervisory Officer
Registered Principal
Amer Tipura, MBA, CFP®
Market Director
Registered Principal
Get in touch with us
Are you ready to launch your future?
We’re here to guide the way.
Join Our Team
The Stellarix Group is always seeking fellow innovators to join our growing team. You’ll shine bright with us if you are:
Impact-driven
Your clients build their wealth so they can make an impact on the people and ideas they care about. That impact is your measure of success.
Entrepreneurial
You are intentional about building your business and taking advantage of the limitless access to training, technology, and mentorship The Stellarix Group provides.
Collaborative
You are a star. Your team is exceptional. You want to join The Stellarix Group to be part of something bigger. You are eager to work with a diverse set of credentialed colleagues.
Committed to Integrity
You have a proven track record of building trust, following through on commitments, and developing long-term relationships. You only care about your clients’ best interest.
Where We Are Located
Rooted in the Rocky Mountains.
Proudly serving all 50 states.