34 West Lancaster Avenue
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...
Office Manager / Benefits Administrator
610-775-9900 ext. 306
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...
Registered Sales Assistant
610-775-9900 ext. 301
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...
Account Representative / Insurance Specialist
610-775-9900 ext. 305
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,...
610-775-9900 ext. 307
Marybeth is a 2020 graduate of Haverford College where she majored in Economics and was a member of the softball team. Marybeth holds her Series 7, 66 Securities registrations along with a Life, Health, and Annuities license. In her free...
610-775-9900 ext. 303
Nikki is a Kutztown University graduate with a Bachelor’s Degree in Psychology. She brings 6 years of experience in the financial industry to Stone Financial. Prior to joining our team, Nikki managed a team who assisted advisors...