Broker Check

Team

 

Mark Stone

President

610-775-9900

610-775-9903

mstone@1stallied.com

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...

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Michelle Lamonica

Office Manager / Benefits Administrator

610-775-9900 ext. 306

610-775-9903

mlamonica@1stallied.com

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...

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Chris Ruth

Senior Financial Advisor

610-775-9900 ext. 303

610-775-9903

cruth@1stallied.com

A graduate of Shippensburg University, Chris managed a finance company before joining the Stone Financial team. Now, with more than 15 years of experience in the investment industry, Chris holds Series 6,7,63 and 65 licenses, as well...

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John Miller III

Registered Sales Assistant

610-775-9900 ext. 301

610-775-9903

jomiller@1stallied.com

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...

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Chrissy Ulrich

Client Relations Account Executive

610-775-9900 ext. 307

610-775-9903

culrich@1stallied.com

Chrissy has worked in the Banking/Credit Union Industry for over 11 years, with a particular focus on Unions and Utilities. She holds Series 7, 66 and Life, Health, and Annuity licenses, and enjoys every opportunity to help both...

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Tim Mogford

Insurance Specialist

610-775-9900 ext. 305

610-775-9903

tmogford@1stallied.com

Tim is an Insurance Specialist with his Life, Health and Accident license, and AHIP certification. A naturalized US citizen born in the UK, Tim is a graduate of the University of York with postgraduate degrees from Nottingham and...

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Trudi Sheetz

Administrative Assistant

610-775-9900 ext. 307

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...

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