As we approach the holiday season, we find ourselves reflecting on the past year and all the milestones achieved. This season of gratitude provides a wonderful opportunity to extend heartfelt thanks to everyone for their continued support.
Stonebridge received multiple awards and recognitions in 2024. For the sixth year in a row, Central Penn Business Journal recognized us as a “Best Places to Work in PA” award winner, ranking among the top 50 small businesses in the region. 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. We also were named on Central Penn Business Journal’s Fastest Growing Companies list for the second year in a row, where we ranked along with 50 other organizations in the Midstate. Our team was also recognized by:
- 2024 Central Penn Business Journal Power List – Jonathan Freeman*
- 2024 Central Penn Business Journal Reader Rankings – #2 Wealth Manager*
- 2024 Central Penn Business Journal Reader Rankings – #1 Employee Benefits Provider*
- 2024 Central Penn Business Journal 40 under 40 – Kris Korzi*
- 2024 The Sentinel Best of Cumberland County – “Best Financial Advisor”*
- 2024 PLANADVISER Magazine Top Retirement Plan Advisors – Jeff Kline*
We are incredibly proud of our team members who have been recognized for their outstanding contributions and leadership.
In addition to our professional achievements, we have also expanded our team with the hiring of five exceptional individuals: Morgan Emery, Carly Hopkins, Tina Pham, Aedan Wilkinson, and Daniel Newell. We are excited to see the positive impact they will make on our organization. We also want to acknowledge a few of the many accomplishments our team members earned throughout the year:
- CJ LaPorta received his Certified Financial Planner (CFP®) Designation
- Carly Hopkins received her Series 65 license
- Aedan Wilkinson received his Series 7 and 66 licenses
- Daniel Newell received his Series 65 license and Accredited Investment Fiduciary (AIF®) designation
- Tina Pham is now one of four Notary Publics we have available in our office.
This year, our commitment to giving back to the community has remained strong. Thanks to your support, we raised over $50,000 for Veterans Outreach of PA and Tunnel to Towers Foundation, two organizations that provide critical services to veterans and their families. We are deeply grateful for your generosity.
Our involvement with various nonprofits is another cornerstone of our community engagement efforts. We are proud to support the following organizations:
- Downtown Daily Bread, where two of our team members serve lunch each month.
- Big Brothers Big Sisters, where Kris Korzi sits on the board as Treasurer, 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 Mid State PA, where Cody Gehman and Sarah White sit on the board.
- Helen O. Krause Animal Foundation, where Jeremy Rivers sits on the board.
- M28 Ministry, where Jon Freeman sits on the board.
- M28 Ministry, where Brian McCarver provides one on one financial counseling
- Hospice of Central PA, where Brad Sanders sits on the marketing and investment committees.
- Open Stage, where Brad Sanders sits on the board.
- Beacon Clinic, where CJ LaPorta sits on the board
- Lancaster County Field of Hope where Parker Marsh sits on the board
- Women’s Giving Circle, where Sarah White serves as a member through the York County Community Foundation.
Through our collective efforts, we strive to make a positive impact on the communities we serve, and we are thankful for the opportunity to contribute to these meaningful causes. Furthermore, we would like to highlight some of the organizations Stonebridge and our team members have supported financially:
- Veterans Outreach of Pennsylvania
- Tunnel to Towers Foundation
- Downtown Daily Bread
- Homeland Center
- New Birth of Freedom Council
- Nursing Foundation of Pennsylvania
- Hope Enterprises Foundation
- Lancaster County Field of Hope
- SMPS Central PA
- Open Stage
- Ned Smith Center for Nature and Art
- Jewish Family Service
- Harrisburg YWCA
- Women’s Business Center Organization
- Helen O. Krause Animal Foundation
- Feel Your Boobies® Foundation
- Girls on the Run Mid State PA
- Hospice of Central PA
- Big Brothers Big Sisters Cap Region
- M28 Ministry
- West Shore Foundation
- Elizabethtown Rotary
- Rotary Club of York
- Cedar Cliff High School Theatre
We sincerely hope that this message finds you and your loved ones in good health and high spirits. The holidays are a time for joy, togetherness, and celebration, and we wish for you all the happiness and peace that this season can bring.
With heartfelt thanks,
The Stonebridge Team.
*Third Party Awards Disclosure: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.
