Meet the professionals
who can help you
pursue your goals

We guide individuals and families toward their ideal retirements.

Meet the Team

Blue Stone Retirement_Group Photo-1

Bluestone is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Nick Stahl, NSSA®

President & Founder
Investment Adviser Representative

Nick's passion and experience lie in showing people how to help maximize their Social Security benefits, provide asset protection strategies from market volatility, and develop strategies to aid in reducing taxes. As a lover of numbers and formulas, building income plans and retirement strategies comes naturally to Nick.

Nick is a seasoned professional with extensive experience; he brings to the table 10 years in financial services and for 3 of those years as a financial instructor for the American Financial Education Alliance. He is one of five National Security Advisor Certificate Holders in the State of Oregon.

Nick values integrity and excellence in business, and prizes honesty and sincerity in people. He lives in Sisters, Oregon, with his wife Rilley and their dogs, River and Rocky.

Fun Facts about Nick: He has skydived 17 times, he once met President George Bush Sr. in a helicopter, and has hitch-hiked across the country of Belize.

NSSA and its certificants are not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.

Nolan Morgan, RSSA

Financial Professional

Nolan has a diverse background working in the business sector for over ten years. A three-sport athlete for most of his life, he was given many opportunities to lead a team from a young age.

After a few years in college, he entered the workforce and quickly discovered he had a knack for managing and streamlining businesses in various strategic leadership roles. Working towards a Business Management degree from Simpson University, his emphasis is on Organizational Leadership.

He now steps back into the financial services industry, this time with a well-established company pioneered by longtime friend Nick Stahl, as an insurance professional.

In May of 2019, Nolan married Hilary, and Nick, his groomsman, gave the first toast. Nolan’s middle name is Rowdy, named after his father, and at birth, he weighed in at a hefty 13 lbs. 2 oz. During one of the most exciting periods in his life, Nolan lived overseas in Israel, where he backpacked and explored for several months.

Hilary Morgan, RSSA

Office Administrator

With a combined 15 years of management and leadership experience in customer service as well as in the non-profit and corporate sectors, Hilary strives to connect with people, improve processes and create impactful client experiences.

Hilary grew up in California and graduated from Vanguard University of Southern California with a bachelor’s degree in English as well as a bachelor’s degree in History and Political Science. After graduation she entered the workforce and spent time in both the public and private sectors before being recruited to a management position by the CEO of a mega corporation in Redding, California. It was in Redding that Hilary met her husband, Nolan.

Hilary is currently pursuing her master’s degree in organizational leadership as she works with the BlueStone team to provide client and staff support. Upon completion of her master’s, she will pursue her law degree.

Fun facts about Hilary: She has climbed Half Dome twice; she once slept inside her suitcase on a church floor in Ireland while traveling solo abroad; she once opened for Chris Isaak on the Northern California leg of his tour.

Alexa Nottingham

Director of Client Success

With over ten years of experience in customer service and client relations management, Alexa is our secret weapon. She has a knack for the interpersonal, developing relationships at every opportunity with colleagues and clients alike. Alexa has used these collaborative skills to facilitate connection and trust within our team and, most importantly, with the clients we serve here at Blue Stone.

As Director of Client Success, she harnesses her natural congeniality and exceptional creativity to formulate a client service approach that reflects the time, care and integrity with which we endeavor to serve. From handling service requests to coordinating client appreciation events, Alexa is here to assist you at every step.

Growing up in the Pacific Northwest, Alexa has a strong love for both adventure and the great outdoors. She lives in Redmond with her husband, children and their animals. Alexa, who has been to every national park in the Western U.S., left the country for the first time in February 2020. She once sat next to actor Laurence Fishburne on a plane.

Tiffany Briggs

Office Administrator

As Office Administrator, Tiffany will be one of the first helpful and smiling faces you see at Bluestone. She is a professional in customer service and business management. With her competitive knowledge of software platforms and acute attention to detail, she is adept at organizing and balancing multiple competing forces simultaneously.

Coming from a background managing two teams in a rapidly growing startup environment, she is well versed in professional service and communication. In her previous employment, she helped a business grow into a publicly traded company in a short amount of time. This was accomplished while staying true to her core values which are integrity, honesty, and altruism. Tiffany has a true passion for helping others.

Although Tiffany was born and raised in Bend, Oregon, she has spent time living in Alaska, Wyoming, Nevada, and California. Amidst all of these experiences, Central Oregon has always been her home. She has a degree from Oregon State University in Human Development and Family Studies and graduated Cum Laude while raising three boys with her husband of 19 years.

Fun facts about Tiffany: She is a third generation Oregonian. Tiffany’s grandfather worked at the Brooks-Scanlon Lumber Mill, which is now known as the Old Mil; Central Oregon’s popular shopping district. In her spare time, she enjoys canning food from locally grown harvests and spending time with her family which includes her 150-pound Newfoundland dog.

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