Our Team
David E. Stone, MBA, CFP®, ChFC®, CLU®, CBEC®, CRPC®
CFP | Owner | Author
David.Stone@sierraconsultinggroup.com
David E. Stone is a Certified Financial Planner (CFP®) professional and a Certified Business Exit Consultant (CBEC®) with over 30 years of experience in the business consulting and financial services industry. His expertise...
Sabrina Stone
Project Coordinator
Sabrina.Stone@sierraconsultinggroup.com
Sabrina has been in the financial services industry since 2010. Her main areas of responsibility include human resources oversight, office management, client events and special projects.Education:Bachelors of Arts, Brigham Young...
Jane Isola
Director of Operations
Jane.Isola@sierraconsultinggroup.com
Jane joined Sierra Consulting Group in 2018 after working in the mortgage industry as a licensed mortgage professional. She has her BA from St. Mary’s College of California and now serves as the Director of Operations for Stone...
Chandler Stone
Paraplanner
chandler.stone@sierraconsultinggroup.com
Shelbi Bairos
Client Services Associate
shelbi.bairos@sierraconsultinggroup.com
In my role as Client Services Associate, I work to ensure a satisfying and memorable client experience by providing excellent customer service and back office support. I joined Sierra Consulting Group in late 2023 with a...
Victoria Wood
Client Services Associate
victoria.wood@sierraconsultinggroup.com
Regional Team
Tom Christensen, CFP®, CRPC®
Regional Director of Financial Planning
As a Director of Planning, Tom Christensen, CFP®, works with planners to build a clear understanding of the issues involved as well as the possible solutions available. In this role, Tom reviews case information, debriefs with...