Broker Check

Team

At UnionAdvantage Financial, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

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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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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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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Mark Stone

President

610-775-9900

610-775-9903

mstone@1stallied.com

Mark opened the doors of Stone Financial more than 15 years ago and has grown the business to service both individuals and businesses with their financial wealth strategies. Prior to working in this industry, Mark worked in the...

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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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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. 304

Trudi brings 12 years of banking experience as well as more than 20 years of sales experience to hold together our behind-the-scenes office management. Trudi is an active volunteer of BCPS/Pretrial Services, a non-profit organization...

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