Headquarters:

2150 Butterfield Dr, Ste 220, Troy, MI 48084

Year founded:

2016

Number of employees:

Phone:

248 458 1100

Email:

info@istoadvisors.com

Website:

istoadvisors.com

LinkedIn:

linkedin.com/company/isto-advisors

ISTO Advisors

Paul Housey

Co-Founder

Chris Fisher

Co-Founder

Kara Mitchell

Director of Wealth Advising

Leadership

Paul Housey is focused on delivering life-changing value to CEOs, business owners, and other executive clients through financial planning and life guidance. He graduated from Michigan State University in 1993 with a bachelor’s degree in accounting and an MBA. Housey became a CPA in 1994 while at Plante Moran; in 1996, as part of Ernst & Young’s financial advisory practice, he earned the CERTIFIED FINANCIAL PLANNER® certification. He is passionate about helping children through his work with Building Bridges, a charity he founded in 1999. He lives in Troy with his wife, and they have three children.

Co-Founder

Paul Housey

Chris Fisher launched ISTO in 2016 with Paul Housey to honor their commitment to providing a world-class experience for their team, clients, and communities each and every day. He has worked in the financial advisory industry for over 30 years and founded his own firm in 2004 to deliver pure, independent financial advice. Fisher graduated from Michigan State University in 1994 and earned the Chartered Financial Analyst (CFA) designation in 2000. He serves on various nonprofit boards in the area and has a true passion for mentoring youth. He and his wife reside in Lake Forest and have three children.

Co-Founder

Chris Fisher

Kara Mitchell takes great pride in financially guiding and educating clients, team members, and the next generation of advisors. She firmly believes proper mentorship is the key to a better team at ISTO and a better client experience. Mitchell is a CERTIFIED FINANCIAL PLANNER® professional (2013), a Certified Private Wealth Advisor® (2020), and a Certified Divorce Financial Analyst® (2022). She earned her bachelor’s and master’s degrees in finance from Walsh College. She and her husband live in downtown Detroit; they have two children. She is committed to making a positive impact on her community and those around her.

Director of Wealth Advising

Kara Mitchell

Tyler DeCoster

Director of Wealth Planning

Tyler DeCoster guides clients and advisors through the planning process by bringing clarity, structure, and forward-looking strategies to every decision. He leads the planning team in developing detailed yet understandable, tailored financial plans. DeCoster is a CERTIFIED FINANCIAL PLANNER® professional (2025) and combines his technical expertise with a commitment to continuity, helping clients build and sustain multigenerational legacies. He does this by encouraging his team to innovate processes and systems and educate themselves to stay at the forefront of the industry. He lives in Metro Detroit and enjoys running, finding new restaurants, and spending time outdoors.

Director of Wealth Planning

Tyler DeCoster

Joshua Kinnee

Wealth Advisor

Joshua Kinnee enjoys building relationships and working with clients, assisting them in gaining clarity and confidence about their financial future. He has worked in the financial services industry since 2011 and is a CERTIFIED FINANCIAL PLANNER® professional. He earned his Bachelor of Arts in Math–Secondary Education from Trinity International University in 2006 and then his Master of Arts in Educational Leadership from Aurora University in 2009. Kinnee resides in Buffalo Grove with his wife and their three children. Their family enjoys serving at their church, at Feed My Starving Children, and supporting other local causes.

Wealth Advisor

Joshua Kinnee

Being In Service To Others is ISTO Advisors’ top priority. The firm creates clarity, confidence, and financial peace of mind as it guides clients through the creation of a customized Every Dollar Plan. Using its personal CFO model, each plan is customized by the team to make the best use of every dollar. The firm does not just build portfolios – it builds life blueprints. It uses strategies tailored to each client’s financial situation to create long-term financial success. Its clients have given up their most precious asset, time, to make money, and the firm strives to give them back some of this time so they can focus on what matters most. Its professionals are not only experts in their fields but also passionate about helping others. The firm is proud to be establishing deep roots in the communities in which it operates. It focuses on a variety of volunteering, mentoring, and fundraising activities.

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Name Risk Placement Services

Michael Vendittelli

Wealth Advisor

Julia Maguran

Wealth Advisor

Jill Wall

Chief Investment Officer

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Michael Vendittelli has a passion for relationship building and unsurpassed client service. He joined ISTO Advisors in 2020 after working for JPMorgan Chase. He has worked in the financial services industry since 2006 and is a CERTIFIED FINANCIAL PLANNER® professional. He earned his Bachelor of Arts in Communication from Michigan State University and a Master of Science in Finance from Walsh College. Vendittelli lives in Troy with his wife and their two sons. They enjoy spending time with family and are active in the Italian American community. He frequently volunteers with Bound Together of Pontiac.

Wealth Advisor

Michael Vendittelli

Julia Maguran is passionate about providing excellent client service and developing long-term relationships with clients rooted in trust. She joined ISTO Advisors in early 2024. Prior to joining the team, she was an advisor at Plante Moran Financial Advisors; she has been a CERTIFIED FINANCIAL PLANNER® professional since 2022. Maguran graduated from Oakland University in 2020 with a Bachelor of Science in Finance and minors in mathematics and marketing. She lives in Clawson with her husband. They enjoy traveling, being outdoors, attending mass, and spending quality time with their family and friends.

Wealth Advisor

Julia Maguran

Jill Wall leads the investment committee and is responsible for the firm’s research and due diligence efforts. She graduated from the University of Michigan with a Bachelor of Arts in Economics and Psychology in 1990. Wall earned the Chartered Financial Analyst (CFA) designation in 1995 and successfully completed the CAIA Association Fundamentals of Alternative Investments Certificate Program in 2022. She was previously a portfolio manager with Munder Capital Management. She is the treasurer and a member of the Advisory Board for the Christ Child House. She and her husband live in Michigan and enjoy traveling and visiting their three children.

Chief Investment Officer

Jill Wall

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

maintaining an in-house team of more than 20 programmers to facilitate fast improvements direct bill options to streamline the payment process for the agent and the insured providing IVANS policy downloads that enable up to 30 percent labor savings to independent agencies delivering online capabilities including rating, policy documents, payments, and claims reporting

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relationships and teamwork embracing and driving change holding teammates accountable pursuing excellence with humility giving back to the community

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