Staff

Our staff takes great pride in providing high quality wealth management services and qualified plans.
We constantly enhance our already significant base of experience in order to provide cutting edge solutions to financial and planning issues.

Learn more about Stonegate’s team

Wealth Management Division

Thomas J. Geraghty, Jr. CPA, CFP^®, CDFA, CRPC, AIFA®

Stephen C. Craffen, B.E., MBA, M.S., CFA, ChFC, CLU, CDFA, NAPFA Registered Advisor

Craig R. Marson JD, CPA

Cary Carbonaro MBA, CFP^® ,NAPFA Registered Advisor

Kim Viscuso

Martin Brown

Michael Borowski CPA, CFP^®

Richard Westhelle

Alison Williams. Administrative Assistant

Qualified Plans Division

Steven Little, CLU, AIF®

Michael Keane, AIF®