Your Financial Planning Team

Our team at Stonebridge Financial Partners provides the highest level of service for our local and national clients in financial planning and investment management.

Meet our Metro Detroit Team   Meet our National Team

Wealth Advisors
Tim Bearden

Tim Bearden

CFP®, ChFC

CEO, Senior Wealth Advisor

Lisa M. Mazzola

Lisa M. Mazzola

CFP®

Senior Wealth Advisor
Taylor Maks

Taylor Maks

Wealth Advisor
Evan Topor

Evan Topor

Wealth Advisor
Tyler Silverthorn

Tyler Silverthorn

CFP®, AIF®

Wealth Advisor
Colin Casey

Colin Casey

CFP®

Wealth Advisor
Richard Gibbs

Richard Gibbs

ChFC®, CLU®

Senior Wealth Advisor
Team Members
Mike Lee

Mike Lee

Chief Operations Officer

Kayla Berger

Kayla Berger

Partner Consultant

Jessica Schultz

Jessica Schultz

Client Service Associate
Adam Legg

Adam Legg

RICP®

Client Service Associate
Donny Cizek

Donny Cizek

Client Service Associate 
Stacy Jacques

Stacy Jacques

Front Office Manager/ Director of First Impressions
Luisa Recchia

Luisa Recchia

Leadership Coaching | Special Projects

Calen Sutton

Calen Sutton

Marketing Director
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance
Mike Lawrence

Mike Lawrence

Portfolio Manager
Vishnu Lekraj

Vishnu Lekraj

Co-Portfolio Manager
Josh Russell

Josh Russell

Portfolio Manager
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Sonu Varghese

Sonu Varghese

Senior Investment Analyst
Advanced Solutions Team
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching
Jody Jackson

Jody Jackson

FPQP™

Paraplanner
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Senior Wealth Planner
Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions
Ryan Yamada

Ryan Yamada

CFP®

Planner
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Brett Carson

Brett Carson

CFA®

Director of Research
Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager
Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst
Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst