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!
Let Us Introduce You to the Towanda Team!
Larry Alderson, CFP®, Jennifer Schultz, & Lori Brown
- Experience: All three professionals on the Towanda Team have decades of experience in the financial industry under their belt.
- Local: They all hail from Bradford County and have been working with our beloved local communities for many years.
- Service: Larry, Jenn, and Lori are excited to pair their experience with the Stone House suite of services to serve their existing and new clients!
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 - 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 - 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 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.
