Bob began his career with a large financial services company, where he was educated in fundamental financial planning concepts. During that time period, he became registered as a Certified Financial Planner TM professional. For several years, he worked through an independent Broker/Dealer to allow his clients more freedom, flexibility and choice of investments. Bob has worked with hundreds of clients by helping them plan for their goals and establish appropriate allocations within their portfolios. He has dedicated countless hours to volunteer work revolving around his kids’ activities and his community. He continues to serve as an active board member of the Community Foundation of the Endless Mountains as well as the Wyoming County United Way. Admittedly, his weakness is that outside of the office Bob still believes he is 25 years old and that we’re all still living in the 80’s.
Our greatest teachers are still our clients
The entire team at Stone House knows that listening is the key to earning trust, developing relationships and achieving measurable success for our clients. We are guided by the same values that our clients live by; hard work, integrity and fairness. Using these values, we have built a business that tries to make a positive difference in the lives of those we serve. Seeing these results continues to build our passion for what we do. As the needs of our clients change, we continue to listen, to grow and evolve in order to provide the best financial and investment advice possible.
Director of Financial Planning/Senior Advisor/Partner
Raymond S. Stone
Chief Compliance Officer/Lead Advisor/Partner
Raymond Stone, who most of us know by his middle name "Scott", is one of our founding partners. Scott handles much of the operations and regulatory compliance issues that face Stone House on a daily basis. From technology to policies and procedures to ensuring compliance with government regulations, Scott helps keep Stone House running in peak condition. Scott also advises a select group of clients and is part of our investment management committee. He enjoys tackling tough challenges and creating solutions to difficult problems. Over the years Scott has been involved with several community organizations such as Kiwanis, the Wyoming County Cultural Society, and the Montrose Chamber of Commerce. He enjoys spending time with his family and friends and is in a sand volleyball league in the summer.
John M. Burke
Portfolio Manager/Lead Advisor/Partner
John joined Stone House as an Investment Advisor Representative. He previously worked for Procter & Gamble for fourteen years. During his time with P&G, he had roles doing Supply Chain, Operations & Initiative Management. John’s work in investments and financial planning started while at the University of Notre Dame where he earned a MBA degree. Since then, he has managed his own portfolios using mixes of quantitative, fundamental and technical strategies. In 2002, John also started up a successful small business. John became a partner in Stone House in 2015.
Kirk A. Lunger
Kirk joined the team at Stone House Investment Management, LLC as an Investment Advisor Representative in 2014. He began his financial career as an accountant at Northeast Concepts, Inc. in Dallas, PA. He has always been passionate about the inner-workings of finance, business and investing, since earning a BS in Accounting from Misericordia University. As a financial advisor he loves being able to communicate those passions to his clients by guiding them through unfamiliar terrain. Kirk concentrates heavily on helping families navigate the complex retirement process; ensuring the best strategies are established to protect a client’s assets and income up to and throughout retirement. In his spare time, he loves spending his out-of-office hours on the golf course, in the outdoors, but most of all spending time with his family. It’s of utmost importance to him that he offers his clients well-informed and knowledgeable assistance in reaching their financial goals and objectives.
Barbara joined Stone House Investment Management in 2018. After attending the U.S. Naval Academy, Barbara served 5 years as a Supply Officer in the U.S. Navy. She then attended Widener University School of Law and became licensed to practice law in Pennsylvania in 2013. Barbara clerked for federal District Judge Edwin Kosik of the Middle District of Pennsylvania for 3 years. Barbara joins our team eager to work one-on-one with clients as they navigate through various aspects of their life that Stone House addresses in their Life Stack approach. Barbara looks forward to alleviating the burden of financial planning as clients prepare for their future and the future of their estates. In her spare time, you can find Barbara still practicing law, volunteering in various community groups such as the American Legion, Rotary, and the Tewksbury Committee, as well as spending time with her family, horseback riding, and snowmobiling.
Chad Taake joined Stone House Investment Management, LLC working part-time as an Investment Advisor Representative in 2018. He currently works for Procter & Gamble (fourteen years). At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad's passion for investments started as a child, investing with his father. In college, he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids.
Paraplanner/Client Service Specialist
Christine earned her Bachelor of Science in Business Management from Lock Haven University in 1998. After graduating, she spent time working for a major insurance company where she earned licenses to offer Life, Health and Accident Insurance as well as securities. Christine is not only well educated in the insurance arena, but has spent numerous years in the financial advising industry. She worked as a Paraplanner in a very successful practice for a major financial advising company for over 9 years. She played an integral part in the financial planning process working very closely with clients gathering data and analyzing information. She also has experience in asset management, portfolio rebalancing and securities trading. Christine joined the Stone House team in 2010 and we are all better for it!
Director of Business Development
Melissa earned her Bachelor of Science in Accounting and her minor in the Legal Environment of Business from The Pennsylvania State University in 2013. Upon her graduation, she spent two years working in the private accounting sector as the Assistant Business Manager for a local school district. She resigned from her position in 2015 to become another excellent addition to the Stone House team. Within the Stone House office, Melissa is responsible for the marketing, communication and business development efforts of the firm. Marketing is an exciting new challenge for Melissa, but she is looking forward to using her organized and analytical nature coupled with a flair for creativity to turn great ideas into plans of action to better serve our current clients and to expand our client base. Outside the office, Melissa enjoys spending time with her family, good Italian food, spending time outdoors and Penn State Football!
Leanne joined the Stone House team in 2018. She earned her Bachelor of Science Degree from Lock Haven University in 2009 and went on to earn a Master of Science Degree from Binghamton University in 2012 (Go Bearcats)! Leanne has a varied professional background that includes extensive customer service experience. She looks forward to putting that knowledge to good use while also learning more about the financial industry and helping clients. In her spare time, she enjoys spending time with her husband and daughter and visiting family in Bradford County.