People

Meet our team of dedicated professionals

The Stonebridge Financial Group 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 that lasts.

Our employees are active leaders and participants in your communities. Many of them have lived in Central PA for decades. Others recently began raising their families here. A lot of us attended colleges and universities in Pennsylvania, and there’s nowhere we’d rather be. We all enjoy the many benefits of living close to the commonwealth capital in this picturesque area. From our Wormleysburg office, we can look across the Susquehanna River to the Capitol dome. In Lancaster, we have farms and farm markets just a few miles away.

Whether they work on our corporate retirement or personal wealth management teams, everyone at Stonebridge Financial Group shares the goals of helping clients achieve financial independence and building a better community.

Get to Know Our Team

People make the biggest difference in our industry. Having the right person to discuss your concerns with, provide responsive support, and get back to you quickly can improve your experience. Above all, we want you to feel confident in our abilities and pleased with the service you receive from us.

We appreciate our team’s commitment to service outside the office as well. You can learn about the causes they support and what’s important to them in their biographies. We love making connections through our shared interests. (You may be surprised who also sings karaoke in their basement or rides a motorcycle on weekends!)

Schedule a Discovery Meeting Today