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Taxes & Accounting

Stonehouse Retirement Income Planners

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!

Katie Johnston

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 Brown

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Raymond "Scott" Stone

Partner

John Burke

John Burke

Partner

Kirk Lunger

Kirk Lunger

Partner

Christine Slusark

Christine Slusark

Financial Paraplanner

Sherri Roberts

Sherri Roberts

Financial Paraplanner

Barbara Grimaud, Esq.

Barbara Grimaud, Esq.

Senior Advisor

Chad Taake

Chad Taake

Senior Advisor

Ben Robinson

Ben Robinson

Lead Advisor

Ryan Vassil, WMS℠

Ryan Vassil, WMS℠

Lead Advisor

Mike Cravath, WMS℠

Mike Cravath, WMS℠

Lead Advisor

Leanne Kulah

Leanne Kulah

Senior Client Service Specialist

Larry Alderson, CFP®

Larry Alderson, CFP®

Senior Advisor

Jennifer Schultz

Jennifer Schultz

Client Relationship Manager

Lori Brown

Lori Brown

Client Relationship Manager

Katie Johnston

Katie Johnston

Lead Advisor

Stacey Valent

Stacey Valent

Office Manager

Lindsey Chiarelli

Lindsey Chiarelli

Director of Marketing & Operations

Anna Layaou

Anna Layaou

Marketing Content Manage

What You Can Expect When Working with Stone House

Woman holding phone

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.

Worker

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

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!

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 Goals

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

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

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

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.

Retirees
Business Owners
Gas Lease Owners
P&G Employees
PA School Employees
Cargill Employees

Want to Speak Directly with Our Sayre Team?

Fill out this form to speak with a Stone House Advisor. No obligation. No cost.

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