Broker Check

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

Mark Stone

President, Sr. Wealth Manager

Marybeth  Stone

Marybeth Stone

Sr. Wealth Manager

Tim  Mogford

Tim Mogford

Sr. Wealth Manager / Insurance Specialist

Sharon Kegerise

Sharon Kegerise

Insurance Specialist

Michelle  Lamonica

Michelle Lamonica

Operations Manager

John  Miller III

John Miller III

Licensed Sales Assistant

Bri Garber

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.

See Who We Work With

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.

Learn About Our Approach

Contact Us

Ready for a financial advisor who simplifies complicated decisions and helps guide you toward maximizing wealth as retirement approaches?

Get Started Today