Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mark Stone
President
610-775-9903
A graduate of Albright College, Mark opened the doors of Stone Financial twenty years ago with one aim in mind: to use his passion for helping people, and what he knew and learned, to help every client solve their own specific...
Michelle Lamonica
Office Manager / Benefits Administrator
610-775-9903
Michelle brings 25 years of wide-ranging and rigorous business experience to her work with Stone Financial. She has held positions in the entertainment, utility, retail, banking and manufacturing industries, from which she has learned...
John Miller III
Registered Sales Assistant
610-775-9903
John is a Penn State graduate and he has worked with Stone Financial for three years. With a total of 13 years of experience in the financial services industry, John holds Series 7 and Series 63 licenses, and he enjoys educating...
Tim Mogford
Registered Representative / Insurance Specialist
610-775-9903
A naturalized citizen born in the UK, Tim holds Series 7 and 66 Securities licenses, as well as being licensed in Life, Health, and Annuities. As an Insurance Specialist, Tim works primarily with individual Medicare, ACA marketplace,...
Trudi Sheetz
Administrative Assistant
610-775-9903
Trudi brings over 20 years of sales experience, as well as 12 years in the banking industry, to the front desk of Stone Financial. She is often the first point of contact with prospective clients, and thoroughly enjoys the opportunity...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.