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.

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...

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...

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...

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...

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...

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...

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...