We are very excited to announce the addition of the newest member to our Stone House team, Chad Taake. Chad joins our P&G team, helping clients with retirement and financial planning. We are so proud of our team and excited for Chad to be a part of our company as we grow and evolve to meet new challenges in the future.
2018 has been an exciting year thus far at Stone House. We have experienced tremendous growth, adding new staff members and promoting current team members. We are very excited to officially announce the promotion of Melissa Scott, from Client Service Specialist to a newly created position, Director of Business Development.
While you may be unable to control what life throws your way, you can control whom you have on your side to help navigate your way through. The following is a message from Stone House Investment Management, LLC Director of Financial Planning/Senior Advisor/Partner, Rober
We are very excited to announce the addition of the newest member to our Stone House team, Barbara Grimaud, Esq. Barb will be helping clients with retirement and financial planning as part of our team of experts. We are so proud of our team and excited for Barb to be a part of our company as we grow and evolve to meet new challenges in the future.
As financial advisors, we are continually seeking ways to keep information safe online. As identity theft and fraud are becoming increasingly more common, we all have to be more diligent to protect our identities and assets. A recent experience that impacted one of our clients illustrates a real-world example of identity theft and how we were able to protect our client from the scam
We are ready to make 2018 the best year yet for our clients!
As our specialty is helping others plan their financial futures, we strive to offer our clients one-on-one support so they can navigate their financial plan with ease. Our client process truly is a collaboration that begins amongst our own team.