Our Team

wealth management Team Photo
From left to right: Jon Thrall (Sr. Wealth Planner), Chris “C.J.” Escobedo (Chief Operating Officer), Cristina Raft (Registered Client Service Associate), Greg Thompson, (CFP®, CKA ® President & Wealth Advisor), Donnie Laurence, JR., (CFP ®, CRC®, CEP® Managing Director), Abby Williams (Wealth Planning Associate), John Dallahan (Chief Compliance Officer), Larry Brown (Registered Client Service Associate)
Greg Thompson Headshot

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 17 years of experience managing wealth for affluent individuals, high net worth families, small to mid-sized companies, trusts…

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Donnie Laurence Headshot

DONNIE LAURENCE JR., CFP®, CRC®

Managing Director

Donnie Laurence brings over 20 years of experience in the financial industry. He began his career at UBS Financial Services where he built a successful practice and developed a passion for serving his clients.

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Chris Escobedo Headshot

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.

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John Dallahan Headshot

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).

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Abby Williams Team

ABBY WILLIAMS ​

Wealth Planning Associate

Abby has worked in the financial services industry for nearly four years. She has previous experience as a Client Service Associate, Associate Wealth Advisor, and Financial Advisor Relationship Manager…

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John Thrall Headshot Web

JON THRALL ​

Sr. Wealth Planner

Jon brings an impressive wealth of experience spanning over a decade in the dynamic landscape of the financial industry to Stone Oak Wealth. Commencing his illustrious journey with Edward Jones …

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Cristia Raft Headshot

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…

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Larry Brown Headshot Web 01

LARRY BROWN ​

Registered Client Service Associate

Larry brings to the table over 15 years of invaluable expertise in the financial services sector, having navigated diverse roles and responsibilities across multiple esteemed firms. Currently, as an integral member…

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