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.
John Miller III
Registered Sales Assistant
610-775-9903
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...
Mark Stone
President
610-775-9903
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...
Marybeth Stone
Account Representative
610-775-9903
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...
Michelle Lamonica
Office Manager / Benefits Administrator
610-775-9903
Nikki Gromis
Sales Assistant
610-775-9903
Tim Mogford
Account Representative / Insurance Specialist
610-775-9903
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...