Our Team
Paul Muller
Paul graduated from the State University of New York at Albany with a degree in Economics, and has over 20 years of experience in the financial industry. He’s a Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®) and holds FINRA series 6, 7, 24, 63 and 65 securities registrations through LPL Financial. Paul is also a seven-time recipient of the Five Star Award which recognizes quality service and is awarded to less than 3% of wealth managers in New Jersey.
Stefanie Waller
Prior to joining Vision Retirement, Stefanie spent over ten years in the financial services industry working at Citibank, Goldman Sachs and Barclays Capital, primarily in the area of Finance. She earned a Bachelor of Science in finance from Lehigh University and spent time studying abroad at New York University in France.