Our Team
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…
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.
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.
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…
ABBY WILLIAMS
Registered Client Service 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…
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).