Our Team
Ryan Satterthwaite
Financial Advisor
Ryan is a fully licensed financial advisor who joined the team in 2018. He specializes in financial planning and portfolio review.
Rachel Satterthwaite, CFP®
Financial Advisor
rachel@stonebridgefinancial.net
Rachel is a registered LPL Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She holds her Series 7 and Series 66 Licenses through LPL Financial, along with her Life, Accident, and Health Insurance Licenses.
Crystal Freese
Advisor Assistant
(610) 489-2403
crystal@stonebridgefinancial.net
Crystal enjoys working with clients to ensure that they receive the highest level of service. She handles many aspects of the business including scheduling appointments, handling paperwork, helping with client seminars and…
Denise Satterthwaite, CFP®
Financial Advisor
(610) 489-2403
denise@stonebridgefinancial.net
Denise has an Accounting degree from The Pennsylvania State University and earned her MBA in Finance from St. Joseph’s University. She holds the CERTIFIED FINANCIAL PLANNER™ mark as well. As an LPL Financial...