Stone House Investment Management, LLC.
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Natural Gas Planning

Leases, Pipelines, Taxes, Liabilities, Family Entities, Estate Planning, Trusts, Royalties, and more…

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Protect Your Money

Stone House has 7 Conservative options including Stone House Principal Protect to help you sleep at night…

An alternative to low interest CD’s

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Retire With Stone House

We also specialize in planning your successful retirement from employers like P&G, local School Districts and more…

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The Team

Stone House Offers A Wide Variety Of Planning And Investment Options

Robert J. Brown, CFP® - Partner/Investment Manager

Robert J. Brown, CFP® - Partner/Investment Manager
Bob began his career with a large financial services company, where he was educated in fundamental financial planning concepts. During that time period, he became registered as a Certified Financial Planner™ professional. For several years, he worked through an independent Broker/Dealer to allow his clients more freedom, flexibility and choice of investments. Bob has worked with hundreds of clients by helping them plan for their goals and establish appropriate allocations within their portfolios.

Throughout his career, he has worked diligently to design portfolios which could stand the fluctuations of future markets yet

 

still provide the necessary returns to give clients a powerful stance against inflation and other factors over time. As a result of those efforts, Bob is a driving force behind the strategies used in Stone House portfolios today.

To learn more about the Certified Financial PlannerTM professional designation click here: www.cfp.net

Personal Note: Having been born and raised in Northeast Pennsylvania, Bob is one of the founding partners responsible for building a wealth management firm dedicated to excellence right in his home town. What was once a quiet rural community is suddenly seeing a dramatic surge of gas lease activity and local residents scrambling for information.

"Many of the people being offered this opportunity are our family, friends and neighbors. We've worked very hard to assist as many people as we can to make the best decisions for themselves. Over the next decade and on, some of our natural resources will be converted to wealth. The more assets we can help to keep local, the better it is for our community. What each individual does with it will be their own choice. For those who come to our company for ideas, we will show them many investment options and planning techniques to help them protect and build that wealth within their comfort zone." – Bob

Since 2004, he has been on the Main Board of the Community Foundation of Susquehanna & Wyoming Counties. He has a B.S.B.A. Degree from Bloomsburg University.

 
Scott Stone – Partner/Investment Manager

Scott Stone – Partner/Investment Manager
Scott earned his BA in Economics from the University of Scranton and East Stroudsburg University while earning accolades for his outstanding efforts as a retail manager. He began his investment management career in 2003 with the goal of creating a practice devoted to innovation and dedication to his clients. His analytical abilities and research helped provide insight into the internal workings of the financial industry, allowing the team to develop the innovative investment techniques employed in the Stone House Investment Management portfolios. His experience in business administration aided in the development of business structure, regulatory compliance programs and resource management.

 


Scott has been involved in many community organizations like the Tunkhannock Kiwanis and has served as Vice President of the Montrose Area Chamber of Commerce, as well as on committees for the Montrose Restoration Committee, and the Susquehanna County Literacy Program and also served as the Treasurer for the Wyoming County Cultural Center (Dietrich Theater).

 
John M. Burke – Investment Advisor Representative

John M. Burke – Investment Advisor Representative
John joined Stone House as an Investment Advisor Representative in March 2008. He previously worked for Procter & Gamble for fourteen years. During his time with P&G, he had roles doing Supply Chain, Operations & Initiative Management. John’s work in Investments and Financial Planning started while at the University of Notre Dame where he earned a MBA degree. Since then, he has managed his own portfolios using mixes of quantitative, fundamental and technical strategies. In 2002, John also started up a successful small business specializing in automation equipment sales which enabled him to gain significant experience in an entrepreneurial environment.

 


John was awarded the John R. Malone Award in 1998 for finishing at the top of his MBA class and earned a BS in Electrical Engineering, graduating Summa Cum Laude from Notre Dame as well.

 
Christine Slusark – Client Relationship Manager

Christine Slusark – Client Relationship Manager
Christine earned her Bachelor of Science in Business Management from Lock Haven University in 1998. After graduating, she has spent time working for a major insurance company where she earned licenses to sell Life, Health and Accident Insurance as well as securities. Christine is not only well educated in the insurance arena, but has spent numerous years in the financial advising industry. She worked as a Paraplanner in a very successful practice for a major financial advising company for over 9 years. As a Paraplanner, she played an integral part in the financial planning process working very closely with clients gathering data and analyzing information. She also has

 

experience in asset management, portfolio rebalancing, and securities trading.  She resigned from her position in 2010 in order to become the most recent addition to Stone House Investment Management, LLC. 

 

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With Our Managed Portfolios...
18 portfolio options ranging from very conservative to aggressive

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