Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Mark Stone

President / Sr. Wealth Manager

610-775-9900 ext. 302

610-775-9903

mstone@stonefin.org

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...

Michelle Lamonica

Operations Manager

610-775-9900 ext. 306

610-775-9903

mlamonica@stonefin.org

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...

John Miller III

Licensed Sales Assistant

610-775-9900 ext. 301

610-775-9903

jmilller@stonefin.org

John is a Licensed Sales Assistant with extensive experience in the financial services industry. A proud Penn State graduate, he has been with Stone Financial since 2016, where he plays a key role in helping clients navigate their...

Tim Mogford

Sr. Wealth Manager / Insurance Specialist

610-775-9900 ext. 305

610-775-9903

tmogford@stonefin.org

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...

Bri Garber

Wealth Manager

610-775-9900 ext. 303

610-775-9903

bgarber@stonefin.org

Bri is a 2021 graduate of West Chester University where she dual majored in accounting and finance and was a member of the university's softball team. Bri brings over three years of public accounting experience and is excited to use...

Marybeth Stone

Sr. Wealth Manager

610-775-9900 ext. 307

610-775-9903

mbstone@stonefin.org

Marybeth is a 2020 graduate of Haverford College where she majored in Economics and was a member of the softball team. Marybeth holds her Series 7, 66 Securities registrations along with a Life, Health, and Annuities license. In her free...

Sharon Kegerise

Insurance Specialist

610-775-9900 ext. 304

610-775-9903

skegerise@stonefin.org

Sharon brings 35 years of banking and insurance experience to her work with Stone Financial. Customer service has always been , and will continue to be her top priority and she is keen to bring her wealth of experience and energy to...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.