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Taxes & Accounting

Stonehouse Retirement Income Planners

The Stone House Towanda, PA Branch

Stone House Investment Management is open in Towanda, PA!

Led by three local professionals—Larry Alderson, Jennifer Schultz, and Lori Brown—our new Towanda, PA branch office is officially OPEN.

We hope you’ll join us in celebrating this exciting expansion of our services to the people of Towanda, Wysox, and great communities of Bradford County by attending our upcoming Ribbon Cutting Ceremony and Open House Event or stopping by our new office during open business hours.

We look forward to meeting and serving you!

Towanda Team

Let Us Introduce You to the Towanda Team!

Larry Alderson, CFP®, Jennifer Schultz, & Lori Brown

Larry Alderson, CFP®

Larry Alderson, CFP® - Senior Advisor

Having obtained his first financial oriented license in 1994, Larry is a local industry veteran with extensive knowledge and expertise in all facets of financial planning.  In addition to working as a Trust Officer, he led various teams of financial delivery professionals for a local bank’s wealth management division for 24 years. 

Larry is an Honors Graduate of Cannon Financial Institute, Trust Schools 1, 2, & 3.  He has also completed the College for Financial Planning Professional Education and the American Bankers Association Private Wealth Management School. In addition to holding the designation of both Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner® practitioner (CFP®), he also holds Security Licenses Series 7 – General Securities Representative and Series 63 – Uniform Securities Agent, as well as Life, Accident, Health and Property Casualty Insurance Licenses. Larry served as a member of the Pennsylvania Bankers Association Advisory Committee on Financial Planning from 2002 through 2004.

Larry is known to be an active member of his community. He was appointed and/or elected to Pike Township Board of Supervisors from 1992 through 2011. He is Past President of Athens Rotary, a member of LeRay Lodge #471 F. & A.M., a member of the Financial Planning Association, and has been a member of the Finance and Investment Committee for the Community Foundation for the Twin Tiers since its inception in 2002.

Jennifer Schultz

Jennifer Schultz - Client Relationship Manager

With over two decades of experience in financial industry, Jennifer has spent her professional career helping clients manage investments, administer trusts and estates, as well as provide general financial planning advice. She brings her strong skillset to Stone House, where her wealth of knowledge and dedication to client success will contribute to the team’s overall expertise and commitment to providing comprehensive financial solutions. She received her Bachelor’s Degree in Nutrition and Dietetics from Mansfield University, and received certifications from PBA Trust School at Bucknell University and Cannon Financial Institute Trust School 1, 2 and 3. She also maintains her Life Accident and Health insurance license.  Jennifer serves as a Trustee for the Northeast Bradford Education Foundation. In her free time, she enjoys summers at the lake, the outdoors, cooking, music and spending time with her husband, Bob, and their children.

Lori Brown

Lori Brown - Client Relationship Manager

Lori has worked in the financial services industry for over 35 years. Over her extensive career, she has completed the Cannon Trust School and many banking courses. She has experienced many facets of the business and has a passion for going the extra mile for her clients. Stone House became a good fit for her in 2023, and she assumed the role of Client Relationship Manager. Being raised on a farm in Bradford County, Lori enjoys being home and working outside. She can often be found walking her dog on a back country road, enjoying the fresh air or just hanging out with family. Lori is a long-time member of the Towanda Rotary Club and is on the Board at The Main Link.

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 Towanda Team?

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