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Meet our team of dedicated professionals

The Stonebridge Team

The strength of any firm is its people, and we are thankful to have an outstanding team supporting our clients at Stonebridge Financial Group. We bring together Financial Advisors, Traders, Account Administrators, Service Associates and more to provide you with the best experience as we help you build a solid financial foundation.

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Jonathan Freeman, CFP®, CIMA®, CFA

Managing Director

Brian McCarver, CFP®, CIMA®

Managing Director

Shari Dietz

Senior Trader

Jeffrey Kline, C(k)P®, CRPS®, AIF®

Director | Corporate Retirement Plan Services

Kristopher Korzi, CFP®, AIF®

Director | Portfolio Management

Jessica Dowdy

Corporate Retirement Plan | Payroll Support Administrator

Shauna Herman

Senior Client Services Associate

Todd Bogda

Senior Vice President | Investments

Brad Sanders, CFP®, CRPC®

Director | Personal Wealth Management

Cody Gehman, CPA

Director | Operations/Compliance

Jeremy Rivers, CFP®

Senior VP | Personal Wealth Management

Lisa Wolfe

Senior Client Services Associate

Nicole Tyminski, CRPS®, MBA, MS

Corporate Retirement Plan Advisor

CJ LaPorta, CFP®, CRPS®, AIF®

Senior Corporate Retirement Plan Advisor

Katelyn Gilday

Senior Operations | Compliance Associate

Daniel McGarvey, CFA

Senior Portfolio Analyst

Lonn Lebo

Senior Financial Advisor

Parker Marsh

Financial Advisor

Sarah White

Financial Advisor

Lindsay Griesemer

Financial Advisor

Carly Hopkins, RICP®

Paraplanner | Client Service Associate

Tina Pham

Client Service Associate

Aedan Wilkinson

Portfolio Analyst

Daniel Newell

Payroll / HR Solutions Consultant | Corporate Retirement Plan Advisor

Jacob Frey, MBA, CFP®

Financial Advisor

Caitlin Bendigo

Client Service Associate

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Ready to take control of your financial future? Contact Stonebridge Financial Group today for a personalized consultation. Let us help you navigate complex financial decisions and build a secure path to your goals.

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