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Our Team

At our firm, we have the client—and only the client—in mind.

With close to 100 years of collective business and investment experience, we are here to actively listen to our clients’ goals and work diligently in-house or with outside industry experts to design and implement specific plans. Whether its securing income for your retirement, planning for your grandkids' education, distributing your family assets, or managing your investments, we have the experience to help.


David Babb



David’s investment career spans almost 25 years working for corporations, municipalities, and families. He gained his fixed income expertise as a portfolio manager at Unum (formerly Provident Insurance Company), shepherding a $2...

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Erik Boehm, CFA, CKA



Erik brings international and institutional investment perspectives to the team, having begun his career in the Czech Republic working for both a local bank and an emerging equity fund. He enjoyed his European professional adventures...

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Business Development

Stefanie Crowe

Director of Wealth, Knowledge & Happiness


Stefanie is a wealth and banking veteran of 20+ years and shares the team's passion for helping clients maximize the benefits of wealth accumulation. She says it’s about more than making money; having fun along the way is a must....

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Tom Francescon

Business Development & Client Relations


Tom’s dedicated close to 40 years to building and maintaining rich client relationships. We believe his network thinks “trustworthy, steadfast and sincere” when they think of Tom. He joined the financial services...

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Trading & Research

Joseph Davis

Advisor, Trading & Research


As Stone Bridge’s first digital native, Joseph brings a fresh mindset to the firm. With his experience in algorithmic (or rules-based) trading strategies, Joseph will add value....

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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today for many years to come. We look forward to working with you.

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