Category: Stearns Financial Group

Stearns Financial Group Hires Kurt Geldner to Lead Business Owner Services

3/31/2023

Stearns Financial Group (SFG) announced the hiring of business performance and development veteran, Kurt Geldner, as Director of the Stearns Financial Business Owner Services (BOSS) practice. Geldner joins Stearns with over 20 years of experience in the start-up, early-stage, and small business markets. In his new role, Geldner is responsible for expanding opportunities and further enhancing assessment, planning and growth services for business owner clients.

Haleh Moddasser Named Among InvestmentNews’ Women to Watch

12/16/2020

InvestmentNews has recognized Haleh Moddasser, Partner and Senior Wealth Advisor at Stearns Financial Group, as a 2020 Women to Watch honoree. Moddasser was chosen from several hundred nominations from across the country, for her leadership, contributions and impact in the financial advice industry.

Women on Top: Women, Wealth & Social Change

7/22/2020

Women on Top: Women, Wealth & Social Change, the newest book by Haleh Moddasser, CPA, Partner and Senior Advisor at Stearns Financial Group (available on Amazon.com), launches during a time of social and economic pain in the nation. As individuals contemplate fiscal, healthcare and social inequalities, Moddasser unwraps the logic for values-based investing as a means of helping women influence the changes they want to see in the world without sacrificing their own financial security.

Stearns Financial Group Hires Kurt Geldner to Lead Business Owner Services

Haleh Moddasser Named Among InvestmentNews’ Women to Watch

Women on Top: Women, Wealth & Social Change

Archives

Categories