What is your role at Stavis Wealth Transfer Solutions and what does it entail?

As the Administrative Director at Stavis Wealth Transfer Solutions, I oversee the internal operations of our boutique wealth management firm. My role involves managing daily administrative functions and office organization. I also handle key projects like event planning, HR functions, and compliance with company policies. A significant part of my role is ensuring Deborah Stavis has everything she needs to stay on schedule, whether it's reading critical documents, attending meetings, or even just making sure she eats! I also oversee vendor contracts, QuickBooks invoicing, and client estate planning agreements while promoting efficiency and processes across the firm.
 

Tell us a little bit about your path here, specifically your education and professional experience. 

Before joining Stavis Wealth, I gained valuable experience in Hard Money Lending, Furniture Manufacturing, and the Oil & Gas industry. I’m also a certified Mediator and Master Loan Processor, which reflects the diverse skills I’ve developed throughout my career. My understanding of human behavior within organizational settings has been instrumental in supporting the success of our executive team and the company as a whole. Each step along my career path has prepared me to tackle the challenges of running a highly efficient and client-focused office, and I’m passionate about contributing to the continued growth and success of Stavis Wealth.

My educational journey includes a Master’s degree in Behavioral Science with a specialization in Industrial-Organizational Psychology from the University of Houston-Clear Lake. I also hold a Bachelor’s degrees in Humanities from the University of Houston-Downtown.

What do you think it is that makes Stavis Wealth unique? 

Stavis Wealth stands out because of its dedication to clients’ professional and personal wealth goals. Founded by a dynamic mother-daughter duo, the firm embodies a unique blend of experience, innovation, and a deep understanding of family dynamics. This perspective allows us to provide highly personalized services tailored to the complex needs of multi-generational families.

Beyond serving our clients, Stavis Wealth thrives on a supportive and inclusive culture that values diversity, teamwork, and professional growth. Dedicated to empowering our employees by fostering an environment where collaboration, innovation, and shared success are at the heart of everything we do. By prioritizing support and teamwork, we ensure that every member of our team has the tools and encouragement needed to excel, creating a workplace where everyone can thrive. 

You are a mom with a child currently in the process of applying to college.  How are you staying sane during that?

My daughter is such an amazing student and has truly put in all the hard work necessary to apply to college, which makes it so rewarding to support her through this journey. I’ve learned to stay organized and manage stress by keeping things in perspective - much like I do at work. I focus on being her biggest cheerleader while also making sure to carve out moments for self-care – she and I had a fantastic spa day before Thanksgiving. A good sense of humor, Diet Coke, and the occasional glass of wine have been my saving grace!

Enough about work - tell us a little about your life outside of the office? 

Outside the office, I enjoy spending quality time with my family and friends. One of my greatest joys is supporting my daughter in her theatrical productions. I also enjoy exploring new restaurants, experimenting with recipes in the kitchen, and traveling whenever I can. As an avid reader, I love winding down with a good book in the evenings. Whether I’m cheering on my child at her performances or diving into my favorite activities, I’m happiest when I’m surrounded by the people and experiences that bring me joy.