STEARNS RETIREMENT GROUP AND SOUND INCOME STRATEGIES - Key Persons
Job Titles:
- Founder
- President, Investment Advisor Representative
David is the founder of Stearns Retirement Group. He specializes on the particular needs of retirees and those approaching retirement for over 20 years. David's approach to freedom and stability in retirement are both refreshing and realistic. He understands the anxieties that many are facing when they consider preserving and distributing their retirement funds.
Job Titles:
- Operations Manager, Financial Service Representative
Derek graduated from the University of Georgia in 2011. He joined Stearns Retirement Group in November 2022 after spending the last 11.5 years in various roles with Liberty Mutual. He is married to Mary Illston and, together, they have 4 children - Henry (8), Logan (5), Caroline (3), and Graham (1). When Derek isn't helping service our clients in the office, you can typically find him spending time with his family, volunteer coaching one of his kids soccer or basketball teams, playing golf, or cheering on the Bulldogs!
Job Titles:
- Client Service Administrator
Emma is a current student at Kennesaw State University pursuing a degree in Psychology. She joined Stearns Retirement Group in 2023 after relocating to the area with her fiancé and their three cats. Outside of the office, Emma enjoys things like reading, painting, shopping, and baking.
Emma Payne graduated from the University of Georgia in 2014. She worked in a variety of capacities in the event planning, administrative assistant, and non-profit industries before joining Stearns Retirement Group in February 2023.
As our Marketing Coordinator, Emma is responsible for providing strategic direction and management of all marketing communications and activities. She plans and executes our events, oversees our social media, and loves getting to connect with our wonderful clients.
Job Titles:
- Partner, Investment Advisor Representative
Job Titles:
- New Account Administrator
Robin Powell functions in a supportive role by keeping a sharp eye on accounts as they are being processed. She helps to support the service of our client family to make sure that everyone is taken care of whenever a need may arise.
Robin oversees the transition of funds from one firm to another as people join our family of clients and makes sure that it all runs smoothly. She adds a high measure of professionalism to account set up and transition that our clients really appreciate.
Stephanie Woelfl functions in an administrative role as the office coordinator at Stearns Retirement Group. She answers the phones and serves clients at the front desk. Stephanie also organizes and helps the team with events.