Broker Check

Our Team

David E. Stone, MBA, CFP®, ChFC®, CLU®, CBEC®, CRPC®

CFP | Owner | Author

David.Stone@LFG.com

David E. Stone is a Certified Financial Planner (CFP®) professional and a Certified Business Exit Consultant (CBEC®) with over 30 years of experience in the business consulting and financial services industry. His expertise...

Read more

Sabrina Stone

Project Coordinator

916-415-7062

Sabrina.Stone@LFG.com

Sabrina has been in the financial services industry since 2010. Her main areas of responsibility include human resources oversight, office management, client events and special projects.Education:Bachelors of Arts, Brigham Young...

Read more

Jane Isola

Practice Manager

916-415-7062

Jane.Isola@LFG.com

Jane joined Stone Consulting Group in 2018 after working in the mortgage industry as a licensed mortgage professional. She has her BA from St. Mary’s College of California and now serves as the Practice Manager for Stone...

Read more

Alondra Chavez

Client Services Associate

916-415-7062

Alondra.Chavez@LFG.com

Alondra Chavez has been part of Stone Consulting Group since 2021. Her role as a Client Services Associate is an integral part of the overall SCG client experience. She works directly with clients for account and policy servicing,...

Read more

Shelbi Hudson

Administrative Assistant/Client Services

916-415-7062

shelbi.hudson@lfg.com

In my role as Administrative Assistant/Client Services, I work to ensure a satisfying and memorable client experience by providing excellent customer service and back office support. I joined Stone Consulting Group in late 2023 with a...
Read more

Victoria Wood

Administrative Assistant/Client Services

916-415-7062

victoria.wood@lfg.com

My role as Administrative Assistant/Client Services is to ensure a satisfying and memorable client experience by providing team support and communication. After receiving my bachelor’s degree from California State University,...
Read more

Regional Team

Tom Christensen, CFP®, CRPC®

Regional Director of Financial Planning

As a Director of Planning, Tom Christensen, CFP®, works with planners to build a clear understanding of the issues involved as well as the possible solutions available. In this role, Tom reviews case information, debriefs with...
Read more

Our National Team

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations.BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University...
Read more

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

Read more

Russell G. Jones Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Areas of expertise: Key concepts and strategies for the high net worth market.St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish...

Read more

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.BA degree in English from State University of New York at Buffalo; J...

Read more