MEET OUR INVESTMENT TEAM

Larry D. Stone, CPA, CTC, CTS

President of Stone Wealth Strategies

Best Selling Co-Author of “The Secrets of a Tax-Free Life” and “The Tax Breaks of the Rich and Famous”, Mr. Stone has authored 4 other books related to reducing taxes and investing. He is a past instructor at the American Association of Certified Tax Planners specializing in tax reduction strategies for business owners and real estate investors.

Paul Barry
Financial Coach

After forty years in the Construction Industry, performing the work, running the work, running the project, to running the companies. A long and successful career in a fast pace and complex industry affording me a diverse wealth of experience and knowledge in extremely complex disciplines, such as finance, engineering, application process and a clear understanding of what motivates people’s perceptions and behaviors.

Pat Barry
Executive Administrator

I have always put my associate degree in business to helping families thru out my career. Managing a snow ski, skate, and water sports shop in Tucson. One of my personal projects was Special Olympics’. I started a program at our local ski area for Special Olympic and handicap skiers to take ski lessons, furnished rental equipment.

James D. Evans
Financial Coach-Estate Attorney

Jim as an attorney has been serving clients in Denver metro area and Northern Colorado communities since 1979. He has been helping clients in matters involving estate planning, wills, trusts, tax planning, retirement planning, incapacity issues, guardianship’s, conservator-ships, elder law, trust settlement and administration, probate, corporate law including business succession planning, real estate, and charitable giving. At the request of his legal clients Jim received his Series 65 license in 2017.

Diane S. Evans Executive Administrator

Diane joined the Law Office of James Evans full time in January 1994, shortly after the birth of their fourth child; leaving a career in commercial banking and real estate appraising to assist her husband’s law firm as client services and practice manager.

A third generation Chicago native, Diane earned a BSBA in Real Estate and Construction Management from the University of Denver and an MBA in Real Estate Finance from Georgia State University.

Michael Riendeau Financial Coach

Design director, brand manager, and visual effects specialist, Michael has enjoyed over 20 years of experience in major market advertising, media, and television. With a new mission to provide financial freedom through comprehensive planning, Michael draws upon many years of expertise in team management and complex problem-solving skill.

MEET OUR TAX TEAM

Charlene Calderon, CPA Accountant

Charlene graduated with a degree in Accountancy and is a Certified Public Accountant in the Philippines. Prior to joining Stone Wealth Strategies, she had a vast experience as a Senior Accountant for an accounting firm in United Arab Emirates, handling clients general accounting process. She enjoys travelling, photography and loves spending time with friends and family.

Myra Salimbao Accountant

Prior to joining Stone Wealth Strategies, Myra worked as an Accountant for over 5 years and accumulated knowledge of different industries by handling the general accounting process and preparation of financial statements. In my leisure time, I enjoyed going to the beach with my dog Chabbi, travelling to unfamiliar places together with my friends and spending time with my family.

Jorge Aquino Bookkeeper

Jorge has been working in the accounting field for 4 years. Prior to being a Bookkeeper at Stone Wealth Strategies, he worked as a quality auditor in a management consultancy firm, a college professor and as an accountant for an accounting firm in the Philippines. During his free time, he usually spends time with his family and friends and plays basketball or mobile games.

MEET OUR ADMIN TEAM

Kevin Manansala Executive Assistant to the CEO

Kevin started working as a sales and customer service analyst after graduating college with a degree in Nursing. He has been in business outsourcing industry since 2011, handles client phasing and executive management reporting’s. His expertise in this field of work enabled him to make immediate and valuable contributions to the team at Stone Wealth Strategies.

Justin Maneje Tax Workflow Administrator

Justin took up a degree in Civil Engineering but has been working in the business management and outsourcing industry for years now. He previously worked for 2 US Telecommunication companies and 1 Australian automobile business company, wherein he trained and managed people. In Stone Wealth Strategies, he helps with the tax administrative work. During his free time, he usually stays at home watching Netflix and TV Series or play League of Legends.

Cris Bravo Social Media Manager

A graduate with a Bachelor's degree in Business Administration, specializing in Management Accounting. She swiftly transitioned into the corporate world as a billing coordinator upon graduation. Her journey led her to secure employment with the world's largest third-party claims management company, headquartered in Atlanta, Georgia. Her exceptional performance and dedication led to her being recognized as the Top Performer of the Year for three consecutive years. Her love for travel not only enriched her experiences but also cultivated her skills as a social media manager, opening doors to new professional ventures

970-668-0772
info@stonewealthstrategies.com

4600 S. Syracuse St. #900
Denver, CO 80237

PO Box 4605
Frisco, CO 80443

Stone Advisors dba Stone Wealth Strategies (STONE) is a registered investment adviser located in Frisco, Colorado. STONE may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. STONE web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of STONE web site on the Internet should not be construed by any consumer and/or prospective client as STONE’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by STONE with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of STONE, please contact the state securities regulators for those states in which STONE maintains a registration filing. A copy of STONE’s current written disclosure statement discussing STONE business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from STONE upon written request. STONE does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to STONE’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. STONE’s throughout this website has provided links to various other websites. While STONE believes this information to be current and valuable to its clients, STONE provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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