Tammy A. Stiles
Client Support
Tammy Stiles’s role at Retirement Capital Advisors is to provide client service support and marketing direction and execution. As the firm strives for “concierge-level service,” her role is to work with our clients and ensure they are comfortable with level and frequency of correspondence as well as provide a more “holistic” approach to advisor/client service. In addition, Tammy will be the focal point for future marketing initiatives and activity and looking to carefully grow the firm through a match between our strengths and our ideal potential clients.
Her educational background includes a biology degree from Kean University (NJ) as well as certifications in exercise therapy. She is an elite level certified personal trainer. She has held positions in research at DuPont & DuPont-Merck, including cancer and AIDs research at the cellular level. She has also held positions in sales and marketing in the staffing, apparel, and health fields. Additionally, she is licensed for life, health and accident lines of insurance as a general agent of Commonwealth Financial Network®, Member FINRA/SIPC.
Her hobbies include fitness, sports, cooking, and travel. She is a devout Giants (football) fan and mother of three.
Frank Vance
Wealth Advisor
Frank is responsible for constructing financial plans, implementing investment solutions and educating clients on how to reach their long-term goals. Before joining Retirement Capital advisors, Frank was a managing director at Pacer financial, where he consulted with Financial advisors in North and South Carolina on wealth planning, practice management and investment solutions. Prior, he held positions with Columbia Threadneedle investments (Boston MA) within the sales and sales support organizations.
Frank’s educational background includes a bachelor's degree in business economics from The College of Wooster (Wooster, Ohio). During his time at Wooster he was an All-American collegiate baseball player for the Wooster Fighting Scots. There, he amassed an admirable list of accomplishments on the field including a 23 game hitting streak and a 41 game on base streak his senior year.
Frank is originally from Pittsburgh Pa, but now resides in Atlanta GA with his wife Nicole and two pups Bailey and Bo. He enjoys all sports but is an avid Steelers and Penguins fan. He also enjoys reading, fitness, and golf.
Edward D. Stiles
Lead Advisor
Edward Stiles is the founder of Retirement Capital Advisors, which has been serving the needs of the retirement community since 1998. It provides financial and investment advice for the retirement market and works with retirees, near-retirees, and those planning a path toward retirement. The firm's focus is to manage its clients' assets under a lifecycle, total-needs basis, from preretirement financial and investment planning through estate planning. The linchpin of this is the up-front financial and data review to determine risks and uncover each client's individual needs. This plan, which serves as the client’s long-term roadmap, is reviewed and adjusted on an ongoing basis.
Mr. Stiles educational background includes a bachelor's degree in economics from Drexel University and a master's degree in finance from Widener University. He has served on the finance committee of Friends Association for the Care and Protection of Children, a nonprofit program in Pennsylvania whose mission is to combat family homelessness in the Chester County area. Mr. Stiles is involved with the Commonwealth Cares foundation (a registered nonprofit organization) and is both a financial and a time and labor contributor to the various initiatives to “make a difference”.
Mr. Stiles is married with two children and three stepchildren, ages 27 to 22, and resides in Indian Rocks Beach, Florida. His interests include cooking, sports (TB Rays, TB Buccaneers, Vegas Golden Knights), reading (big Stephen King fan), and travel. He is a workout junkie and can often be found at the gym with his wife, Tammy, looking for new workout routines.
Mr. Stiles's investment philosophy is one of prudent growth. Basically, not taking on more or excessive risk to meet one’s individual goals, and maintaining a balanced and well-diversified approach. His emphasis on goal setting, educating his clients, and providing unparalleled customer service are what sets his practice apart.