Insights

Jake believes that meaningful financial guidance begins with meaningful relationships, and he takes time to understand each client’s story before anything else. He pairs this relationship-centered approach with deep market expertise shaped by his experience supporting major financial institutions. This blend of relational care and analytical expertise allows him to serve individuals, families, and institutions with clarity and steadiness.

Sam Stehr Client Relationship Associate In the client-focused world of financial planning, Sam Stehr plays a vital role by bringing clarity, consistency, and care to every interaction. As a Client Relationship Associate at Stonecrop Wealth Advisors, Sam ensures that each client experience is handled with professionalism and attention. He is a reliable point of contact and a key part of what keeps Stonecrop running smoothly. Sam's approach is grounded in his strong work ethic

Jessica Chominski Financial Advisor In the bustling world of finance, Jessica Chominski stands out not just for her expertise, but for...

John Wolfe Financial Advisor John Wolfe brings a wealth of experience and a diverse background to his role as a financial advisor, making...

Logan MacGray, CFA ® Investment Director Embark on a journey through the financial landscape with Logan, an Investment Director at...

Paul Herlihey Client Relationship Associate At Stonecrop Wealth Advisors, client relationships are the foundation of our success, and...

Dalton Greiner, FPQP® Financial Planning Associate In the world of wealth management, Dalton Greiner embodies a steadfast commitment to...

Douglas R. MacGray, J.D., CFP® President In the world of finance, where trust and expertise are paramount, Douglas R. MacGray stands out...