With the season of thanks upon us, we at Stonebridge Financial Group have much to be grateful for. We are thankful for our relationship with you above all else. Knowing and working with you allowed us to achieve meaningful improvements and milestones in 2021.

First, we must thank you for your continued confidence in our relationship and service, especially as we continue to grow. This past spring, we launched our Lancaster branch occupied by advisors who worked from our Capital Region location for several years, including Todd Bogda, Jeffrey Kline, and Brian Tribbitt, who are all Lancaster County residents. We look forward to continuing to grow in the Lancaster marketplace.

Stonebridge received multiple awards and recognitions in 2021. We finished in the top 10 in Central Penn Business Journal’s Book of Lists in the categories of “Asset Managers” and “Registered Investment Advisers.” We were also selected as the winner of the Central Penn Business Journal Reader Rankings for “Best Wealth Management Firm.” We thank you for your votes!

For the third year in a row, Team Pennsylvania recognized us as one of the Best Places to Work in Central PA. We placed ninth out of 47 small companies selected as winners. This is a credit to the people who work at Stonebridge Financial Group. Our exceptional and personable team members make this firm a wonderful place to work day after day.

On that note, we were grateful to add two new team members this year. Shauna Herman joined as a client service associate early in the year and has excelled in her role very quickly while being the smiling face you see as you walk into our new Lancaster office. Jeremy Rivers, CFP®, joined as a Financial Advisor this summer and works with families out of our Capital Region office. As a Central PA native, he has strong roots in the area and has worked as a Financial Advisor since 2014.

We also want to acknowledge a few of the many accomplishments our team earned throughout the year:

Stonebridge remains committed to the central Pennsylvania community and provides time, guidance and resources to local and national organizations. This year, we continued our active support of the following charities:

  • Downtown Daily Bread, where two different team members serve lunch each month.
  • Big Brothers Big Sisters, where Kris Korzi sits on the board and Cody Gehman and Jon Freeman offer companionship and support to little brothers.
  • Feel Your Boobies® Foundation, where Jon Freeman sits on the board.
  • Girls on the Run, where Cody Gehman sits on the board as Treasurer.
  • M28 Ministry, where Jon Freeman sits on the board.
  • Open Stage, where Brad Sanders sits on the board as Treasurer.
  • Hospice of Central PA, where Brad Sanders sits on the marketing committee and serves as co-chair for its upcoming Gala in the Garden event in 2022.

Furthermore, we would like to highlight some of the organizations Stonebridge and our team members have supported financially:

  • Central Pennsylvania Food Bank
  • Roots for Boots
  • Up With People
  • Messiah University Finance Department scholarships
  • Hospice for All Seasons, LLC
  • Carlisle Arts Learning Center
  • New Birth of Freedom Council
  • Nursing Foundation of Pennsylvania
  • Hope Enterprises Foundation
  • Lancaster City Fire Foundation
  • Lancaster County Fire Chiefs Association
  • SMPS Central PA
  • Dauphin County Medical Society
  • Alzheimer’s Association
  • Ned Smith Center for Nature and Art
  • Sweet Charities
  • Feel Your Boobies® Foundation
  • Girls on the Run of the Capital Area
  • Big Brothers Big Sisters of the Capital Region
  • M28 Ministry
  • Extraordinary Give
  • Crohn’s and Colitis Foundation
  • Vickie’s Angel Foundation

It has been quite an exciting 2021 for the team at Stonebridge. We have enjoyed sharing this year with you and are grateful for your trust and partnership. We love what we do and take great pride in our work because of this relationship. We look forward to all that 2022 will bring!

Disclosure-Eligibility Criteria for CPBJ Best Places to Work Award
Disclosure-Eligibility Criteria for CPBJ Reader Rankings Award
Disclosure-Eligibility Criteria for Top 10 in Central Penn Business Journal’s Book of Lists
Disclosure-Eligibility Criteria for National Association of Plan Advisors (NAPA) Top Young Retirement Plan Advisors Award

Note: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.