Our Team

 

 

 

 

Our Team

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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.

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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 over 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 24 years. She is a member of the Central Florida Collaborative Law Association and the National Association of Divorce Professionals. 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.

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Chris Toadvine, M.S., CFP®

Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner who has nearly 20 years of experience providing comprehensive financial planning & investment advice. He believes that clients are best served within the context of a holistic financial planning relationship that coordinates investment, income tax, insurance, retirement and estate planning. This principled approach and his ability to communicate complex concepts in a straightforward and understandable manner set him apart from his peers. He is often described by clients as thorough, patient, and thoughtful. 

Committed to lifelong learning Chris earned a Master’s Degree in Personal Financial Planning from Georgia State University and his Bachelor’s in Business from Florida State University. Although he works to maintain a balance between professional involvement and family, Chris is or has previously served with the Financial Planning Association of Central Florida, Heart of Florida United Way, Restore Orlando, Kingdom Advisors, his church and numerous youth sporting groups. 

When he’s not helping clients, Chris cherishes time with his wife Teri, daughters Emma & Avery, son Ethan and their neurotic Doberman, Roxy. Chris’s hobbies include exercise, reading, traveling and time with family. Most nights and weekends he can be found coaching or cheering at his kid’s sporting events, school activities or youth group. 

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Ann Whitlock, CFP®

Ann Whitlock is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has been in the financial services industry for over 15 years and a Florida resident for over 27 years.  She is an alumni of Florida Southern College, Lakeland, FL where she graduated Magna Cum Laude with a Bachelor of Science in Financial Management.

Ann finds true enjoyment in assisting her clients plan and prepare for their investment goals, or maintain a comfortable retirement.  She also enjoys family and friends and loves to cook up a storm, whether it is in her kitchen or other’s.  Other hobbies include traveling, boating, golfing and skiing.

A very active member of the First United Methodist Church of Clermont, Ann has served as a Trustee, member of the Finance Committee and past Chair of the Endowment Committee.  She is also an active member of Kiwanis of South Lake, the Clermont Woman’s Club and Beta Theta Chapter, ESA Philanthropic Sorority.

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Jennifer Ulmer

Jennifer started with Stonebridge as a finance intern and has transitioned to her current role as an assistant planner. An Orlando native, she originally graduated from the University of Central Florida with a degree in Psychology in 2007, but decided to change careers to follow her desire to help others with their finances, returned to UCF and completed a second degree in Finance. When not working toward her CFP® certification, you’ll find Jennifer cheering on UCF Football and Orlando City Soccer Club, tap dancing, and spending time outdoors.

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.

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Becky Robey, FPQP™

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.

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Yuni Piedra

Yuni joined the Stonebridge team in January of 2017. She is married with three children, two in elementary school and their oldest is currently a Junior at FSU. She currently resides in Winter Park after relocating from South Florida for her husband’s career. After working in healthcare administration, Yuni took a break to raise her children. Now at Stonebridge, she is an administrative assistant and helps support office staff in all they do. In her spare time, she loves to read, hike, and anything that involves spending time together with her family.

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