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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.

 

Mark Stone

President

610-775-9900

[email protected]

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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Chris Ruth

Vice President

610-775-9900 ext. 303

[email protected]

With more than 10 years in the investment industry, Chris is ready to help you navigate and build on your financial wealth. Prior to joining Stone Financial, Chris managed a finance company. Chris hold his Series 6, 63, and Life Health...
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Trent Mertz

Vice President

610-775-9900 ext. 307

[email protected]

Trent is a Pennsylvania native and graduate of Kutztown University. After interning with Stone Financial during his college tenure, he joined the investment firm and has gone on to earn his Series 7, and 66 licenses as well as his Life...
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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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