StoneStreet’s focus on going beyond the numbers, providing unique perspectives and a passion for excellence starts with founder and retirement services pioneer Bob Goldstein. Since he began crafting custom retirement programs for the legal community more than forty years ago (around the time ERISA was invented), Bob has built a business based on ethics, collaboration, and a keen eye for solid trends in the market. As the retirement industry evolved and the firm grew and expanded, Bobs focus remained unchanged – always do the right thing, share your experience and expertise to help others, and execute on your commitments and promises. Those values have built long lasting relationships and earned him much respect within the retirement plan community as an industry leader, entrepreneur, and friend. Bob can also be caught on the golf course, spinning class (at 6AM!) or spending time teaching valuable lessons to his 6 grandchildren. He is a role model and leads by example.

Spencer started his career in the financial services industry in 2005. He oversees StoneStreet Equity’s investment management capabilities, defined benefit plan services, and business development initiatives. He has been recognized as one of NAPAs Top Guns (under 40), part of NAPAs Top DC Advisory Firms, and a finalist for PLANADVISER Magazine’s Retirement Plan Adviser Team of the Year. Prior to joining StoneStreet, he was an analyst, trader, and portfolio manager, specializing in energy equities and commodities. He holds a Series 66 registration and is a CFA Charterholder. Spencer earned his Master of Finance and BS in Management from Tulane University’s A.B. Freeman School of Business in New Orleans, LA. He shares his passion for numbers with the sports community and is known to quote stats back to his youth. He also finetunes his ability to think a few steps ahead while keeping up his golf game when the weather permits (and sometimes when it doesn’t). When faced with a difficult decision, he can always turn to Nola (boxer and chief canine officer), who frequents the office and offers a different perspective.

Heidi launched her retirement plan career in 1988 while working her way through college and grad school. She has been recognized as one of NAPAs Top Women Advisors for several years, part of NAPAs Top DC Advisory Firms, and a finalist for PLANADVISER Magazine’s Retirement Plan Adviser Team of the Year. Even with her extensive list of accolades and accomplishments, Heidi’s team first approach is what her clients and colleagues admire the most. Whether she is advocating for her clients, volunteering and empowering women in various local nonprofits, or innovating retirement programs, Heidi always asks the hard questions, brings creativity to the table and ensures that things are being done the right way with a strong moral and ethical compass. Her diverse background in plan design, compliance, administration, actuarial and investment management services contributes to a unique perspective. She is also passionate about her extensive martial arts background, holds a black belt in two different martial arts disciplines and runs a local nonprofit martial arts center. She brings those same core disciplines and values to her business every day.

Prior to joining StoneStreet Equity, Heidi managed a plan design and administration firm in Westchester, NY. She also worked in France for Shearman & Sterling, where she helped to build a successful global equity plan practice. Her prior experience includes industry players such as Towers Perrin, KPMG and The Bank of New York. Heidi studied actuarial science in the graduate program at Georgia State University and applied mathematics and statistics at SUNY Stony Brook. Heidi is an AIF® – Accredited Investment Fiduciary® and holds a Series 66.