Meet Your Team
Experience You Can Trust
Stonemark Investment Group is a boutique financial advisory firm that offers customized services to fit the financial needs of our clients. We are a full-service, comprehensive financial and wealth management firm with a focus on helping our clients realize their dreams. We understand that working with a large financial group can be intimidating, so we take a personalized approach and work together with you to navigate your financial strategy.
It is vital that we work with you not only to identify your current financial situation, but to anticipate what the future may bring. We have a fundamental understanding that planning for the future is all in the details.
At Stonemark Investment Group, we are committed to providing you with the very best in financial planning and exemplary customer service.
Co-President | Financial Advisor
As Co-President of Stonemark Investment Group, Kate has been helping families and business owners achieve multigenerational financial freedom since 2003. Kate focuses on strategies to grow and manage wealth by developing a personal relationship with each client and assessing the most appropriate solution for each individual’s need. Kate is committed to building long-lasting relationships and helping create and preserve wealth for her family of clients. Kate has extensive personal and professional experience with an ability to provide clear explanations of otherwise confusing financial topics.
Kate is a Graduate of Loyola University in Chicago and was a former board member of the Santa Fe Farmers Market Institute. Before establishing Stonemark Investment Group, Kate held positions with Raymond James, Merrill Lynch and Wolf International Advisors.
When not at work Kate can be found golfing, hiking or spending time outdoors with her dogs, Chaco and Otis.
Co-President | Financial Advisor firstname.lastname@example.org
As Co-President of Stonemark Investment Group, TJ is dedicated to helping his clients live well and plan for retirement. Trustworthy and hardworking, TJ has more than 20 years of experience building personal relationships with individuals and families he serves. His passion for the business centers around helping people restore the balance and financial strength through life’s many transitions – selling a business, loss of a loved one, marriage, divorce, or retirement. TJ strives to help clients reach their goals with long-term and short-term asset growth and preservation.
TJ began his career in banking when he was in college. He has held positions at Century Bank, Bell Helicopter and served as Senior Vice President, Retail Administration at Landmark Community Bank. TJ started his career as a financial advisor with Raymond James before establishing Stonemark Investment Group.
When not at work, TJ can be found with his wife Jennifer, son Grayson, or at the pool. His hobbies include traveling and CrossFit.
Operations Manager email@example.com
As Operations Manager of Stonemark Investment Group, Rose works closely with Kate and TJ, and clients to execute specialized wealth management strategies and meet client’s needs. Throughout Rose’s career her focus has always been on developing long term relationships with clients. Her attention to detail, efficient and proactive work ethics, and fantastic people skills compliments Stonemark Investment Group’s philosophy.
Rose has previously worked for Landseer Property Management for the past 9 years focusing on both Property Management and Accounting. Rose has also worked in the financial industry with a focus in operations with Los Alamos National Bank. Rose is currently working to achieve her degree in Business Accounting.
When not at work, Rose enjoys spending time outdoors or cooking a fancy meal in the kitchen.