The Stone House Sayre, PA Branch
Is Now Open!
Stone House Retirement Income Planners now has a branch office in Sayre, PA!
Led by Katie Johnston, a Stone House Advisor, our new Sayre, PA branch office is now open, as of July 7, 2023.
We hope you’ll join us in celebrating this exciting expansion of our services to the people of Sayre, Athens, and great communities of Bradford County.
We look forward to meeting and serving you!
Let Us Introduce You to Katie Johnston!
Stone House Advisor and Leader of Our Sayre, PA Branch Expansion
Katie earned her Bachelor of Science in Finance from King’s College in 2010. While studying at King’s, Katie began working in the Oil & Gas Industry preparing title searches for various companies and continued this work after graduating for eight years until she found the opportunity to work for Global Tungsten & Powders in Towanda, PA as a Strategic Materials Purchasing Analyst. Her passion for helping people and education in Finance led Katie to pursue licensing as a Financial Advisor. Prior to joining Stone House in 2023, she started her financial advising career in 2020 and spent the past few years working for a local bank to help clients plan and manage their finances. Katie also holds her Life, Health and Annuity Insurance license to ensure a complete and holistic financial planning approach.
When not working, Katie enjoys spending time with her husband, two sons and their three spoiled dogs. Always an avid athlete, Katie loves to play volleyball at the Towanda YMCA, golf, and support her two sons in their athletic endeavors in soccer, basketball and golf.
Meet the Stone House Team
Decades of combined experience in helping people enjoy retirement and reach financial freedom.
Robert J. Brown, CFP®
Partner
Raymond "Scott" Stone
Partner
John Burke
Partner
Kirk Lunger
Partner
Sayer Martin, CFA
Chief Investment Officer
Christine Slusark
Financial Paraplanner
Sherri Roberts
Financial Paraplanner
Barbara Grimaud, Esq.
Senior Advisor
Chad Taake, CFP®
Senior Advisor
Ben Robinson
Lead Advisor
Ryan Vassil, WMS℠
Lead Advisor
Mike Cravath, WMS℠
Lead Advisor
Larry Alderson, CFP®
Senior Advisor
Jennifer Schultz
Client Relationship Manager
Lori Brown
Client Relationship Manager
Katie Johnston
Lead Advisor
Stacey Valent
Office Manager
Lindsey Chiarelli
Director of Marketing & Operations
Anna Layaou
Marketing Content Manager
Leanne Kulah
Senior Client Service Specialist
What You Can Expect When Working with Stone House
Know You're in Good Hands with Stone House
Our one-of-a-kind investment management platform is built with security in mind. Every account has standard threshold alerts, fraud transaction monitoring, and an option for FLEX—our in-house risk management strategy that can mitigate some of the potential losses with volatile market conditions.
We Cut the Costs of Investing for You
Using one of our strategies, Diversidex®, we invest your assets according to your risk tolerance across a wide array of assets through low-cost ETFs.
Investing With Your Best Interests in Mind
Stone House Investment is a Fiduciary Investment Advisor Firm, meaning our team is required to create an investment strategy with YOUR interests in mind.
The Tools, Services, & Knowledge You Need
We weren’t satisfied with the status quo. We didn’t want just “good enough”. Over the years we have developed our own technologies, investment strategies, and client engagement processes to greatly enhance our clients’ experiences. Each of our advisors has developed a depth of knowledge and we share that knowledge with each other as we address challenging scenarios.
Below is just one example of a client’s journey to retirement alongside Stone House. Every client and situation is different, but this is a general idea of what to expect while working with a Stone House Advisor.
FutureYou Analysis
To get started, our Advisor will ask some basic questions concerning your current financial situation and your goals for the future. Depending on the situation, you may come in for an initial consultation right away!
Initial Advisor Consultation
Here, we would review the results of your Future You Analysis alongside mapping out possible scenarios for moving forward. Our Advisors are ready to meet with you and answer your questions!
Choose a Course of Action
Some wait until they’re ready to retire to become a client. Others jump right in! Whatever your situation, we’ll help you develop a plan for when you’d prefer to retire and how that could affect your account long-term.
Retire!
Time to take that leap of faith, but for you working with Stone House has provided a general roadmap for what to expect. It’s time to sit back and relax knowing we’ve got your back!
Managing Financial Goals
Your Advisor will set you up with routine check-ins to give you peace of mind on where your investments are at and to answer any questions you have. Thinking about buying a fishing boat? Advisors are here to help manage your financial goals like traveling or home renovations.
Social Security
Everyone who turns 62 can expect to collect social security. Your financial plan will include this planned income and show you what to expect.
Health Insurance
Our team considers the cost of your health insurance during retirement as well as Medicare plans for those who age-in at 65.
Estate Planning
Some of the hardest items to plan for include end-of-life details. From wills, trusts, power of attorney, asset management, and more, the Stone House team can help walk you through the process.
Charity & Generational Wealth
If you and your family are focused on long-term goals, whether they are to support a local organization or cause or if you simply want to create a nest egg for your loved ones, we can assess your goals and create sustainable wealth.
How May We Help You?
We serve a wide variety of clients! Contact us to see how we can help with your unique situation.
