Our Team

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Stone

David Stone, CFP®

Senior Financial Planner

david@davidstoneadvisor.com

Laura Wall

Laura Wall, CFP®

Associate Financial Planner

laura@davidstoneadvisor.com

Wendy Stone

Wendy Stone

Office Manager

wendy@davidstoneadvisor.com

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