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 traveling and spending time with his family and friends.

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 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 as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well. 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.

Ryan Vassil is an adviser with Stone House. He grew up in NEPA, attending Abington Heights HS and recently moved back to the area. He had been previously working in Philadelphia for a tech consulting company that serviced clients like IBM, Dell, HP, and Cisco. He liked solving complex problems for his clients to achieve their company goals but always wanted to have a career in finance and help clients on a personal level. Ryan brings the skills he learned from living and working in Philadelphia along with his background studying financial economics in college to the Stone House team and ultimately to our future and existing clients. Ryan’s investing and money management skills were first developed in college while partaking in the business/ investing club and attending the Robert McCann Wall Street leadership conferences. His main goal at Stone House is to use his passion for finance and investing to help families in the area retire with ease and comfort for many years after retirement. Ryan enjoys watching and playing sports in his free time and is probably playing golf on a sunny weekend.

Mike joined the Stonehouse team after spending the early part of his career with a large finance firm. He had always enjoyed learning about the intricacies of finance and solving complex issues which is what led him to graduating with a degree in accounting and minor in forensic accounting from Marywood University. He quickly found a passion for financial advising using his abilities to help others and make a positive impact in their lives. Mike prides himself on taking a wholistic approach to financial advising. He does this by navigating his clients through all aspects of their finances and supporting them through every stage of life. Mike decided to come to Stone House because of their commitment to exceeding client expectations. In his spare time, Mike enjoys golfing, spending time with family and friends, and going on adventures with his Golden Retriever, Walter. 

Sherri has a diverse professional background which includes customer service, healthcare, insurance and management. She has worked with major insurance companies as a licensed producer and as an Independent Agent.  She has insurance licenses for Life, Health, Annuities and Property & Casualty. She brings a great deal of knowledge and experience as a qualified Financial Paraplanner.

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. 

Deborah Brown, BSN, a Bachelor of Science graduate from Capella University, is a registered nurse with 28 years of achievement and success in a variety of medical care and insurance settings, including Social Security disability, short term disability, chronic care and health management, clinical care coordination, diabetes and the long-term management of the diabetic patient, ambulatory care, HEDIS measures, emergency care, quality assurance and utilization review. She is a NCBDE Certified Diabetes Educator (CDE) and has been ADA, NCQA Recognized in Diabetes Self-Management in Adult Diabetes Education. Prior to joining Stream Medicare, she functioned in the role of Diabetes Clinical Manager and a Certified Insulin Pump Trainer for Medtronic Diabetes, as well as managed a team of clinical sales managers for the Pittsburgh and Upstate New York districts, earning recognition as District of the Year for 2021 and Patient Primus President’s Circle 2021. She is life and health licensed in the state of Pennsylvania and offers advice in the areas of Individual Health Insurance, Medicare Supplements, Medicare Advantage Plans, as well as Prescription Drug Plans and Life Insurance. Deborah is an advocate for empowering others through education and awareness and enjoys assisting clients with navigating their health insurance needs. When not working, Deborah enjoys gardening, cooking, and spending time with her family and two college-aged children, both pursuing degrees at Penn State University.

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 Stone House, Melissa has found her passion as a retiree health insurance advisor. She is a licensed insurance agent in Pennsylvania and advises our retirees on Individual Health Insurance, Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. Outside the office, Melissa enjoys spending time with her family, good Italian food, being outdoors, Jeep rides with her dog, Bronx and Penn State Football.

Numbers have always been Jennifer's thing, and math was always her favorite subject in school. With a Mom who worked in banking, she found a spark of interest and took accounting classes as early as high school. Jennifer has been working in accounting since 1999, and continues her journey today with Stone House Tax, Business and Municipal Accounting. Her favorite part is helping clients make all the pieces fit together like making sure no expense is missed in bookkeeping or being sure a tax return is accurate. Ultimately, she enjoys taking the burden off of her clients' shoulders knowing the details and paperwork will be taken care of, and she fits in well with the team with a positive and adventurous outlook. Jennifer has been a lifetime resident of Tunkhannock and enjoys spending time with her husband, children and family. During the tax off-season, gardening or "dirt therapy" is her stress relief.

Ben is a Wyalusing local who graduated from Wyalusing Valley High School in 2010. He then went on to receive his bachelor’s degree in accounting and business management with minors in economics and finance from the University of Pittsburgh at Bradford. After college Ben began working for Thompson Morgan and Company in Towanda. He obtained his CPA license in 2016 and became partner in 2017. After the passing of Tom Thompson Ben purchased and renamed the firm with his partner Bill Carmalt which opened his current firm Carmalt, DeNault & Thompson PC. 

Samantha has 25 years in customer service industry and in those years she brings with her 15 years of banking experience. She worked with patients at a local top Dental office. Helping them to ease their anxiety and work thru their financial responsibility. Samantha has worked in both a large bank and a small neighborhood bank and still has bonds that she has made from all her experiences. Her favorite part of her work experience is knowing that she helped someone through a tough time. She likes to learn and excels in working with numbers. Prior to starting at Stone House Tax Business and Municipal Accounting, she worked with a local bank here in Tunkhannock. She grew up and graduated from Tunkhannock and still lives here with her husband, Scott. Her daughter Megan, just graduated from Kutztown University and her daughter Macey is currently a student at Finger Lakes Community College. In her spare time, she loves photography and scary movies. Samantha and her husband spend as much time together as they can, they love to fish, hike and bike in the beautiful surrounding trails, go to baseball games. Each summer they love to spend their vacation in the Outer Banks, NC.

Lynne joined Stone House Tax, Business & Municipal Accounting in 2021. She has lived in the Tunkhannock area for most of her life and is a graduate of Gettysburg College with a B.A. in Business Management with concentrations in Accounting/Finance and Entrepreneurship. After graduating from college, she worked as a senior accountant for a large regional public accounting firm for 6 years. Lynne then worked as the controller for a water company for 9 years and also did accounting work for companies as a subcontractor until she began homeschooling her 3 children 14 years ago. In addition to homeschooling her youngest child, Lynne is the varsity girls volleyball coach at Tunkhannock Area High School and enjoys spending time with her family, playing volleyball, and volunteering at her church. Lynne is a recipient of two cochlear implants and is very grateful for the gift of hearing!