About Us

 

 

 

 

About Us

Dianne M. Webb, CFP®, EA, CDFA™

Dianne is a CERTIFIED FINANCIAL PLANNER ™ practitioner. She obtained her BS in Finance from the University of Arizona. Dianne is also an Enrolled Agent with the US Treasury Department (licensed to do tax preparation and representation before the IRS). She holds a General Securities license through FINRA and is licensed to sell insurance in various states. Dianne is also a Certified Divorce Financial Analyst and specializes in working with women in transition – divorce, widowhood, layoffs and inheritance. She is committed to helping women gain freedom and confidence by developing a financial plan they understand and fits their lives. She is a member of the Central Florida Collaborative Law Association. Dianne and her husband, John, have lived in Orlando for over 25 years. She enjoys traveling to visit her 3 daughters, son-in-laws and granddaughter in various states, and of course, spending time on the beautiful Florida beaches.

Rhonda Shurtleff, CFP®, EA, CDFA™

Rhonda is a CERTIFIED FINANCIAL PLANNER ™ practitioner and a Certified Divorce Financial Analyst. She also holds a General Securities and a Limited Principal license through FINRA as well as a Florida insurance license. Rhonda has 20 years of experience in the financial services industry and has a passion for helping women and families understand their finances and develop a plan for their future.  Though a native of Texas, she is a graduate of Rollins College in Winter Park and has lived in Orlando for over 23 years. She is a member of the Central Florida Collaborative Law Association and the Women’s Executive Council of Orlando. When she’s not helping others with their finances or volunteering at her church, she enjoys reading, traveling and spending time with her children and grandchildren.

Jennifer Peterson

Jennifer is one of our paraplanners and is responsible for creating account performance statements and growth reports as well as trading, investment research and tax preparation. Jennifer has been with Stonebridge since 2007 and enjoys the challenge of helping the Stonebridge team to create the best pathway for our clients. Jennifer has lived in central Florida since 1975 and is a graduate of the University of South Florida. In her free time she is active with many charities and enjoys spending time with her husband Mark, two children, friends and family.

Becky Robey, RP®

Becky is one of our registered paraplanners. She manages direct account paperwork, creates statements and growth reports, and completes trades. Becky joined Stonebridge in June of 2015 and enjoys meeting and getting to know clients and working with the Stonebridge team to build successful plans for each of them. Becky grew up in the Orlando area, graduated from the University of Central Florida and raised both of her children here. She loves the Sunshine State, spending much of her free time at the beach, walking for miles or reading a good book.

Tracy Adams

Tracy is our office manager. She joined Stonebridge Financial Planning Group, LLC™ in November of 2013 and has over 10 years of experience supporting teams in the financial services industry. She enjoys interacting with our clients, helping them with paperwork and being that friendly voice when you call our office with a question or need help regarding your account. Tracy graduated from the State University of New York at Stony Brook and relocated to the Orlando area with her husband Sam in 2010. She enjoys movies and traveling to new places as well as back to the NYC area where she is from.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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