Wormleysburg, Cumberland County-based financial management group, Stonebridge Financial Group, recently welcomed its first new partners in 15 years.
The four Stonebridge employees include Jeffrey Kline, Brad Sanders, Kristopher Korzi and Cody Gehman. They were elevated to the role of partner at the end of 2021.
“Our four new partners, who have a collective tenure of 27 years with us, bring great value to our organization and clients on a daily basis,” said Brian McCarver, a director at Stonebridge. “We’re fortunate to employ such experienced and community-focused team members, and we welcome them to partner status.”
Gehman, 28, is the firm’s youngest employee to join as partner. He joined the firm as practice manager, overseeing firm operations.
Gehman heads the client operations team and spearheaded the adoption of technology that helped the firm transition into virtual working during the pandemic.
“Cody has taken on new responsibilities with every passing year,” McCarver said. “He actively searches out ways he can help support our work with clients, making our firm more effective for those clients.”
Kline, a senior financial advisor heading Stonebridge’s 401k practice, has worked at the practice since 2007. He played a key role in opening the firm’s recent Lancaster office, where he is one of three advisors.
“He sees the value in relationships and creating new connections,” said Jonathan Freeman, a director at Stonebridge. “He is responsible for bringing in a significant amount of new business over the years, currently managing over 120 corporate retirement plans with more than 6,000 participants.”
Korzi, head of the portfolio management team as a senior portfolio analyst, joined Stonebridge in 2015. His team handles portfolio management for nearly 775 households and helps lead the Stonebridge investment committee.
“Kris built the models for our portfolio management system, which has matured our portfolio management process into a proprietary organization-wide tool,” said McCarver. “He is extremely firm-centric and attuned to growth opportunities for Stonebridge.”
Sanders joined in 2018 and has over a decade of experience in the financial services industry. He graduates from private nonprofit leadership program Leadership Harrisburg Area in 2020 and manages over 175 households through Stonebridge.
“Brad is a gifted communicator who does amazing work with clients. He has been a model advisor for us,” Freeman said. “He’s also very active in the nonprofit world, where he currently serves on the board at Open Stage of Harrisburg and on the marketing committee with Hospice of Central PA.”