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Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Marc Stone

Marc H. Stone, CFP®

Co-Founder, LPL Registered Principal

Bill Tyler

William (“Bill”) Tyler, CFP®

Co-Founder, Financial Advisor

Stuart Abrams

Stuart Abrams, MBA

Financial Advisor

Daniel Bralliar

Financial Advisor

Maria T. Draxler

Financial Consultant

Greg Harris

Greg Harris, JD, MBA

Financial Consultant

Jay Schonfeld

Jay Schonfeld JD, CLU®, ChFC®

LPL Registered Representative

Jean Stefanov

Jean M. Stefanov

Financial Advisor

Michelle Bodle

Michelle Bodle

Executive Assistant

Karen Frankino

Karen Frankino

Executive Assistant , Financial Advisor

Gina Bates

Gina Marie Bates

Office Manager

Stephanie Stone

Stephanie Stone

Financial Advisor

Matt D'Arcy

Matt D'Arcy

Financial Advisor

Jonathan  Hartzler

Jonathan Hartzler

Director of Compliance

Kristen Mignogna

Kristen Mignogna

Financial Advisor

Christine  Dawson

Christine Dawson

Administrative Assistant

Tina  Hallier

Tina Hallier

Financial Advisor

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