Stone Pine Financial Partners

Kevin Manning is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of his advisory role, he works as a wholesaler consulting on life insurance products and is a licensed agent selling various insurance policies including life, health, disability, annuities, and long-term care insurance. Stone Pine Financial Partners is a four-advisor wealth management firm serving primarily individuals near retirement or recently retired, as well as trusts and estates. The firm uses a strategic, asset-allocation approach focused on low-cost, globally diversified ETFs and offers a structured onboarding process that integrates financial planning with discretionary portfolio management.

Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of four years in the financial industry. She has prior experience working at Temple University. Stone Pine Financial Partners is a four-advisor wealth management firm that serves primarily individuals near retirement or recently retired, as well as trusts and estates. The firm uses a strategic, asset-allocation approach focused on low-cost, globally diversified ETFs and offers a structured onboarding process that integrates financial planning with discretionary portfolio management.

Abigail Schmid is a CFP® professional with one year of industry experience, currently serving at Stone Pine Financial Partners. Her prior experience includes roles at Waypoint Financial, LLC, and Penn Medicine, as well as several positions at Temple University. Stone Pine Financial Partners is a four-advisor wealth management firm that focuses on comprehensive financial planning and discretionary portfolio management for individuals near or recently retired. The firm employs a strategic, asset-allocation approach using low-cost, globally diversified ETFs and emphasizes a formal onboarding process that integrates planning with investment management.

Andrew Herron is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of his advisory role, he is a licensed insurance representative and serves as an assistant tennis coach at Great Valley High School. Stone Pine Financial Partners is a four-advisor wealth management firm specializing in comprehensive financial planning and discretionary portfolio management primarily for individuals near or recently retired. The firm employs a strategic, asset-allocation approach focused on low-cost, globally diversified ETFs and maintains a formal onboarding process that integrates planning with investment management.