Stelina C. Simpson-Roehr

Stelina C. Simpson-Roehr is a Financial Advisor within The Simpson-Roehr Droppelman Group and brings over 25 years of experience to the team. She builds multi-generational client relationships leveraging her planning expertise. She develops tailored wealth management plans to guide clients through each unique stage of their lives. She helps clients navigate information overload and make disciplined sound investment decisions. Stelina works with pre-and post-retirees to construct personalized and comprehensive tax-efficient investment portfolios that reflect their savings and distribution planning strategies. The financial planning services she offers are designed to help clients plan for their retirement, goals of charitable giving, Social Security elections and income needs.

Stelina began her finance career in 1995 at Ragen MacKenzie. In 2010 she joined McAdams Wright Ragen, which merged with Baird in 2014. Stelina attended Seattle Central College and is a Registered Representative and can act as a fiduciary for her advisory clients. She holds the FINRA Series 7, 63 and 66 securities licenses. In addition, she holds the Washington State Life, Disability and Variable Lines Insurance license.

Stelina lives in West Seattle with her husband Deric and their two dogs Vinny and Gian Carlo. In her free time, she enjoys walking Alki Beach, dining out at the local hotspot with friends and spending time with her two children, Giovanni and Sophia. In partnership with Baird, she strives to make a meaningful difference by volunteering her time and resources to local charitable organizations. 

Stelina was recently recognized by Shook Research as a recipient of:

• 2026 FORBES Best-In-State Wealth Advisors published 4/7/26, rankings based on data as of 6/30/25
• 2026 FORBES America's Top Women Wealth Advisors Best-In State published 2/4/26, rankings based on data as of 6/30/25
• 2025 FORBES Best-In-State Wealth Advisors published 4/8/25, rankings based on data as of 6/30/24
• 2025 FORBES Top Women Wealth Advisors Best-In-State published 2/11/25, rankings based on data as of 9/30/24
• 2024 FORBES Best-In-State Wealth Advisors published on on 4/3/24. Rankings based on data as of June 30, 2023
• 2024 FORBES Top Women Wealth Advisor Best-In-State published on 2/8/24, data as of September 30, 2023
• 2023 FORBES Best-In-State Wealth Advisors published on 4/4/23,  data as of June 30, 2022
• 2023 FORBES Top Women Wealth Advisor Best-In-State published on 2/2/23, data as of September 30, 2022

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 11/04/2025. Fee paid for use of marketing materials.