Meet the Team
Meet Our Professional Team of Advisors
Stone Financial’s professional team of advisors are down-to-earth individuals who are trustworthy and knowledgeable. Our focus is on guiding you every step of the way as you approach retirement.
Mark Stone
President, Sr. Wealth Manager
Marybeth Stone
Sr. Wealth Manager
Tim Mogford
Sr. Wealth Manager / Insurance Specialist
Sharon Kegerise
Insurance Specialist
Michelle Lamonica
Operations Manager
John Miller III
Licensed Sales Assistant
Bri Garber
Wealth Manager
Who We Work With
Stone Financial works with individuals, families, pre-retirees, retirees, newly independent individuals, and business owners to help them successfully plan for retirement.
Our Approach
Our team’s educational approach starts with integrity and offers a personalized touch to meet unique goals and objectives. Our trusted regional roots allow us to build genuine relationships with our clients.
Contact Us
Ready for a financial advisor who simplifies complicated decisions and helps guide you toward maximizing wealth as retirement approaches?