Our Team
From left to right: Cristina Raft (Registered Client Service Associate), Carly Pickett (Wealth Planning Associate), Nate Impellizzeri (Wealth Planning Advisor), Greg Thompson, (CFP®, CKA ® President & Wealth Advisor), Chris “C.J.” Escobedo (Chief Operating Officer), John Dallahan (Chief Compliance Officer)
GREG THOMPSON, CFP®, CKA ® PRESIDENT & WEALTH ADVISOR
CFP®, CKA ®President & Wealth Advisor
As the Founder and President of Stone Oak Wealth Management, Greg brings over 24 years of experience managing wealth for affluent individuals, high net worth families, small to mid-sized companies, trusts…
JOHN DALLAHAN
Chief Compliance Officer
John Dallahan has been employed in the securities industry for more than 40 years. His experience includes management positions at self-regulatory organizations (Philadelphia Stock Exchange and Pacific Stock Exchange).
CHRIS J. “C.J.” ESCOBEDO
Chief Operating Officer
Chris Escobedo is the Chief Operating Officer at Stone Oak Wealth Management. He brings over 25 years of experience in maintaining and driving operational results with various experience working internationally and nationally.
NATE IMPELLIZZERI
Wealth Planning Advisor
As a Purdue grad Nate brings experience from both the independent and institutional sides of the industry. He began his career in Michigan with…
CRISTINA RAFT
Registered Client Service Associate
Cristina Raft has over 30 years of experience in the financial industry. She started her career in Alexandra, VA as a receptionist for Shearson Lehman Brothers. After 9 years in the industry including positions as assistant…
CARLY PICKETT
Wealth Planning Associate
Carly’s current responsibilities include developing financial plans, assisting senior advisors, participating in client meetings, and supporting operational needs such as account openings and money movement..