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Our Team

Your team.
Already assembled.

You shouldn't have to build your own financial team from scratch. We've already done it — leadership, advisors, and specialists who work together to coordinate your CPA, attorney, insurance advisor, and investment strategy into one plan.

Leadership

The founding team that built 12 Stones — so you'd have one place to go for business and personal financial leadership.

Planning Team & Operations

Behind every strategic recommendation is a team of specialists — planning analysts, a Chief Investment Officer, and operations professionals who ensure flawless execution.

Chief Investment Officer

Oversees investment strategy, portfolio construction, and asset allocation across all client relationships.

Planning Team

Financial planning analysts who build the models, projections, and scenarios that inform every strategic recommendation.

Client Operations

The operations team that ensures seamless onboarding, account management, and day-to-day service delivery.

For Advisors

Work with us.

Whether you want to serve clients alongside our team or grow your own practice, we work with select advisors who share our commitment to strategic, integrated financial planning.

Partner With Us

Serve your clients alongside our team. Access our planning infrastructure, investment platform, and strategic advisory framework to deliver CFO-level oversight to your clients.

Learn more

Build a Practice

We coach advisors on the disciplines that compound: business management, teaming, self-development, industry knowledge, and marketing & sales. Whether you're building from scratch or scaling what you have — we've been there.

  • Business management & operations
  • Teaming & collaboration
  • Self-development & leadership
  • Industry knowledge & positioning
  • Marketing & sales strategy
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Ready to meet your team?

Schedule a discovery call to discuss your financial complexity and see if we're the right fit.

Schedule a Discovery Call