My career began at Merrill Lynch where I built a highly successful practice. I was continually recognized for my financial planning expertise and an Executive Club member. While there I was promoted to Branch Manager and earned the CFM designation.
Upon arriving at Morgan Stanley I continued to serve my clients and develop my understanding of our rapidly changing markets. I became proficient at hedging portfolios with the use of Alternative Investments and Option strategies.
Of key importance to me is educating my clients with ongoing workshops and seminars, which lead me to become a highly sought after speaker among community and business leaders. A natural progression was the formation of Stone Consulting Group a coaching, training and consulting company.
In March of 2009 I ventured out to start my own wealth management practice in association with SeaCrest Wealth Management. The objective and open architecture that is available to clients is truly refreshing and has long been a desired goal of mine.
Giving back to the community has always been important to me. I have served on many nonprofit boards such as the Rogue Valley Symphony and have been President of the OFL (Oregon semi- pro football League). I am currently serving on the Business Development committee at Rogue Community College and President of the Cascade Region Porsche Club of America.
On a personal note, I have three grown children and six wonderful grandchildren with whom I love to spend as much time as I can. I have a passion for auto racing and sponsor my oldest grandson who races in the Outlaw Kart series in northern California, along with my son who races on dirt tracks. I love to travel when time permits and like most outdoor activities.
Let my experience be your guide in these difficult and often confusing markets. Let me help you with a plan for your success.