Stonebridge Financial Planning Group, LLC is a passionate team of professionals who are committed to helping our clients experience the lifestyle outcomes they desire. 

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. We believe a secure path is the most critical step in helping you prepare for all the changes and challenges that life brings your way.

While we specialize in working with women and their families, our service offerings extend to clients from all walks of life. Whether you’re a new widow, newly divorced, a new family, sending kids to college, preparing for retirement, we will be able to develop a financial plan for your unique requirements.
 

Dianne 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 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.

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.

Becky Robey CFP®

Becky is a CERTIFIED FINANCIAL PLANNERTM practitioner. She is a graduate of the University of Central Florida with a degree in Mathematics Education. Becky brings her passion for education into her role as advisor, encouraging clients to attain success one step at a time and helping clients become more confident about their financial futures. She also holds a General Securities license through FINRA and is licensed to sell insurance in the state of Florida. She grew up in the Orlando area, loves the Sunshine State and raised both of her children here. Her free time is spent reading good books, enjoying time with friends, traveling or visiting her children.

 

Jennifer Ulmer

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. 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

Paraplanner

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.

Tracy Adams

Office Manager

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.

Jenny Burton

Account Specialist

Jenny joined the Stonebridge team in October 2018. As an Administrative Assistant, her focus will be supporting the office staff and clients with opening new accounts and processing related paperwork. Jenny is originally from southern Illinois but has lived in Florida since 1996. She’s married and has one daughter. Her other child is a Basset Hound. In her spare time, Jenny enjoys working in the yard and volunteering with her daughter’s high school marching band program.