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...
Brett Flora
Paraplanner
brett.flora@sierraconsultinggroup.com
Chandler Stone
Financial Advisor
chandler.stone@sierraconsultinggroup.com
Chandler Stone is a Financial Advisor at Sierra Consulting Group, where he works with individuals, families, and business owners to bring greater clarity and coordination to their financial lives. Sierra Consulting Group approaches...
Shelbi Bairos
Client Services Associate
shelbi.bairos@sierraconsultinggroup.com
As a Client Services Associate, Shelbi works to ensure a satisfying and memorable client experience by providing excellent customer service and back-office support. She joined Sierra Consulting Group in late 2023 with a bachelor's...
Victoria Wood
Client Services Associate
victoria.wood@sierraconsultinggroup.com
As a Client Services Associate, Victoria’s role is to ensure a satisfying and memorable client experience by providing team support and communication. After receiving her bachelor’s degree from California State University, Bakersfield in...
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...