01. About Us

Our logo – a stone bridge – is a visual reminder of what we stand for, symbolizing our passion for building solid pathways to our clients' financial dreams. Click here for more information about us.

02. Financial Empowerment

We are committed to demystifying the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.

03. Our Process

We place our clients' needs first and provide them with the best possible, independent advice. We follow a cyclical financial planning process to pave the way to a stable financial future.

Our commitment to you: Helping you develop your path and achieve your dreams.

Read more about our core values

Our Team

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Ann Whitlock is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has been in the financial services industry for over 15...

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Becky is a CERTIFIED FINANCIAL PLANNERTM practitioner. She is a graduate of the University of Central Florida with a...

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Assistant Planner, candidate for CFP® certification

Jennifer started with Stonebridge as a finance intern and has transitioned to her current role as an assistant planner....

Jennifer
Paraplanner

Jennifer is one of our paraplanners and is responsible for creating account performance statements and growth reports as...

Tracy
Office Manager

Tracy is our office manager. She joined Stonebridge Financial Planning Group, LLC™ in November of 2013 and has over 10...

Account Specialist

Jenny joined the Stonebridge team in October 2018. As an Administrative Assistant, her focus will be supporting the...

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