About Us
Whether it's validating steps you've already taken, or being guided as you make decisions for your future, Stepping Stone Financial (SSF) can help empower you toward financial serenity, one step at a time.
You can gain peace of mind from a candid review of your finances, education that promotes better understanding, objective advice untainted by product sales, and personalized recommendations. Step by step,you can grow in confidence as we address both short-term and long-term financial concerns.
As a member of the Alliance of Cambridge Advisors and the National Association of Personal Financial Advisors (NAPFA), we are required to provide you with the highest available competency and ethical standards. Stepping Stone Financial upholds the practice principles set forth by the Certified Financial Planner Board of Standards. Only individuals who meet rigorous certification requirements, ongoing continuing education and Code of Ethics are authorized by the CFP® Board of Ethics to use its certification trademark, CFP®.
Meet the Team
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Connie Stone, CFP® ATP® Co-Founder, President Financial Consultant |
Bill Stone Co-Founder, Vice President, Secy/Treasurer Investment Research Analyst |
Connie and Bill are both native Clevelanders. They enjoy exploring Cleveland history, nature, and gardening.
We depend on the invaluable services of our virtual assistants, Kyle and Nicki. Be assured that every precaution is taken to encrypt your confidential information on our computers and when transferring files.
Kyle Sheldon-Chandler
Client Coordinator
Kyle manages many critical client services, including scheduling, appointment confirmations and reminders.
Kyle has more than 20 years experience as an administrative assistant professional. She recently served as the 2007-2008/2008-2009 Colorado-Wyoming-Montana Division President for the International Association of Administrative Professionals. She is the only Virtual Assistant to attain this honor.
Kyle has a BBA in Business Management and an AA in Business Administration, graduating with High Honors. She serves as the Alumni Director for AssistU, the premier virtual assistant training organization.
Kyle Sheldon Chandler
KSC Administrative Services
165 Little Par Road
Suite 165
Grand Junction, CO 81503
www.virtualadminksc.com
(970) 243-9899 Office
kyle@ssfinc.com
Nicki Kuznicki
Financial Paraplanner
Nicki handles the preparation and mailing of tax organizers, gathering income tax data, creating the first drafts of income tax returns, updating ACA investment pyramids and tax planning.
Nicki has over twelve years of experience in the Financial Paraplanner capacity. She supports five other Alliance of Cambridge Advisors who unanimously give her their highest recommendation. She has an AA in Business Administration and received the registered Financial Paraplanner from the College for Financial Planning in Denver, Colorado. Nicki is a member of the United States Tennis Association (USTA) and enjoys year-round tennis and hiking in beautiful Tucson, Arizona.
Nicki Kuznicki
Executive Counterpart
3750 N. Country Club Road
#21
Tucson, AZ 85716
(877) 761-5381 Office
(877) 761-5381 Fax
excounterpart@theriver.com