Our Team

Brian is a wealth and tax strategist and co-founder of Stonehaven Wealth & Tax Solutions, LLC. He joined the financial services industry in 1999 and has been a Certified Public Accountant since 2002. As both a Certified Management...

David is a co-founder of Stonehaven Wealth & Tax Solutions, LLC as a Certified Financial Planner™ practitioner with more than 30 years of financial experience. David utilizes his extensive training and experience to act in the best...

Craig joined Stonehaven Wealth & Tax Solutions, LLC in January of 2016. After successfully owning and operating Precision Construction of Appleton, Inc. for over 20 years, Craig switched gears and entered the financial industry in 2011...

Jennifer joined Stonehaven Wealth & Tax Solutions, LLC in January of 2017. Prior to that she was an acting manager at the 6th largest accounting firm in the world for 13 years. Jennifer has extensive knowledge in personal, corporate,...

Kathy is the Operations Manager for Stonehaven Wealth & Tax Solutions. Kathy joined Stonehaven Wealth & Tax Solutions, LLC in September 2017. Kathy works closely and personally with our clients, Broker Dealer and Fund Companies to...