STONEKIMBRO - Key Persons
Arsen Tujian is an Associate at StoneKimbro specializing in software implementation and practice management solutions for the firm. He attended Northwestern University where he studied Music Composition and Business Institutions. Arsen's focus is on improving efficiency and client communication utilizing CRM, Fintech, and Marketing technology.
Bruce Stone, Diane Kimbro, Jacob Tujian, and Troy Folk are Investment Advisor Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG) a registered Investment adviser. Bruce Stone, Diane Kimbro, Troy Folk, Jacob Tujian and Eric Kimbro are Investment Advisor Representatives also offering investment advisory services through StoneKimbro, a registered investment adviser. Danielle Manbeck and Gustavo Rodriguez are Registered Representatives offering securities through IFG, member FINRA/SIPC. StoneKimbro and IFG are unaffiliated entities.
Bruce heads up the advanced planning team for StoneKimbro, with a specialization in serving in the role of Strategic Wealth Advisor to successful, high net worth business owners. He has deep industry experience and a particular expertise in the unique areas of estate, business succession and overall tax planning through a service known as Wealth Logistics. Bruce was a principal and founder of Financial Freedom Senior Funding Corporation, formerly a division of One West Bank FSB. FFSFC was the largest originator of reverse mortgages in the U.S. He is also a founding board member of Peer Investment, Inc., a company dedicated to revolutionizing the Reverse Mortgage industry for the coming senior demographic boom, providing retirement income, as well as resources for other financial planning needs. Professionally, he holds the Chartered Life Underwriter and Chartered Financial Consultant designations. He is also a Registered Investment Advisor and a Registered Principal.
Chad Brady is a Financial Associate who works closely with our financial advisors to assist clients . He attended the Florida State University and began his career in education. In 2012 he transitioned to financial services and brings over 6 years of experience in the industry. Chad's previous role was the Regional Director of Recruiting at Lincoln Financial where he collaborated with leadership to coordinate national placement and onboarding for branch offices from coast to coast. After years of serving advisors, he is thrilled to be able to work directly with clients. Chad is actively involved in the community and devotes many hours each month to his ministry.
Job Titles:
- Account Manager
- Account Manager of Retirement Plan Services
Danielle is Account Manager of Retirement Plan Services at StoneKimbro. She specializes in qualified retirement plans for corporations and non-profit organizations. Danielle joined StoneKimbro in 2011 after seven years with American Century Investments. Danielle graduated from the University of Missouri Kansas City with a Bachelor of Arts in Economics.
Job Titles:
- Principal
- Is Director of Retirement Plan Services
Diane is Director of Retirement Plan Services and a Principal at StoneKimbro. She specializes in qualified plans for closely held corporations and 501(c)(3) organizations. A problem solver by nature, Diane is astute in assessing client needs and is complete in the delivery of a customized solution from start to finish. Diane joined StoneKimbro in 1987, is a California licensed Life and Disability Insurance Agent, CA Insurance License #0763364, an Investment Advisor Representative with Independent Financial Group, a Certified Employee Benefit Specialist (CEBS), a Tax Exempt and Governmental Plan Consultant (TGPC), and an Accredited Investment Fiduciary (AIF®). Diane graduated from California State University Long Beach, with a Bachelor of Arts in Business Administration, emphasis in Human Resource Management. Diane is passionate about advocating and serving others as evidenced by her stewardship to many non-profit organizations. These organization's retirement plans can have unique circumstances and deserve special attention. She is a veteran in the retirement plan space and her determined, effective, and efficient approach gives her clients peace of mind. Diane is one of very few TGPC credentialed advisors in her industry.
Job Titles:
- Certified Financial Planner™ 714.267.7778
As the newest member of the StoneKimbro team, Eric joins the firm with more than 30 years of sales and marketing experience. He has held executive leadership positions in both disciplines from Fortune 100 enterprises to closely held companies. He is a graduate of California State University, Fullerton with a degree in Economics. Eric recently completed the Certified Financial Planner TM Certificate program at The University of California, Irvine and passed the CFP R Board Examination. Eric is a current Board Member of the Financial Planning Association, Orange County Chapter.
Job Titles:
- Financial Planner
- Financial Planning Specialist
Jacob is a Financial Planning Specialist at StoneKimbro. He attended the University of Pennsylvania where he received a degree in business from the Wharton School of Finance. Jacob has been involved in the financial services industry since 1985 and received his personal financial planning (PFP) certificate from UCLA. For over 25 years, he has assisted individuals and corporations in all aspects of their finances. As a financial planner, his focus and specialty is to help clients create and meet their financial goals by crafting strategies for wealth accumulation, tax minimization, early retirement as well as retirement planning. Jacob is actively involved in the community. He chairs the La Canada Unified School Districts Bond Oversight Committee as well as serves as a Director for the La Canada Flintridge Educational Foundation.
Job Titles:
- Executive Assistant
- Executive Assistant of Retirement Plan Services
Kristin Johnson is an Executive Assistant of Retirement Plan Services at StoneKimbro. Her focus is client and systems support and updates, as well as marketing support. Kristin joined StoneKimbro in 2021 with more than 15 years of C-Level executive support in finance, oil and gas and non-profit industries. In her free time Kristin volunteers as administrative assistant within her church and is co-leader of her local homeschool group.
A Certified Financial Planner (CFP) and StoneKimbro's resident Tax Specialist, Troy brings over 18 years of financial planning and tax expertise to the table. With a broad base of experience in financial and tax planning, Troy partners closely with an equally diverse range of clients to help them achieve their financial goals, plan for their futures, and preserve their legacies. His dual qualifications as a CFP and Enrolled Agent - a tax professional with the highest credentials the IRS awards - enable Troy to align his client's financial and tax plans for optimal outcomes. Troy remains focused on putting the best interests and goals of his clients first and values the trust he works hard to earn.