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Your Team

Stonebridge Financial Planning Group, LLC® is a passionate team of professionals who are committed to helping our clients experience the lifestyle outcomes they desire.

While we specialize in working with women and their families, our service offerings extend to clients from all walks of life. Whether you’re a new widow, considering or are newly divorced, a new family, sending kids to college, preparing for retirement, we will be able to develop a financial plan for your unique requirements.

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Dianne Webb

CFP®, EA, CDFA®


Dianne Webb, CFP®, EA, CDFA®

Dianne is a CERTIFIED FINANCIAL PLANNER practitioner. She obtained her BS in Finance from the University of Arizona. Dianne is also and Enrolled Agent with the US Treasury Department (licensed to do tax preparation and representation before the IRS). She holds a General Securities license through FINRA and is licensed to sell insurance in various states. Dianne is also a Certified Divorce Financial Analyst® and specializes in working with women in transition – divorce, widowhood, layoffs and inheritance. She is committed to helping women gain freedom and confidence by developing a financial plan they understand and fits their lives. She is a member of the Central Florida Collaborative Law Association. Dianne and her husband, John, have lived in Orlando for over 25 years. She enjoys traveling to visit her 3 daughters, son-in-laws and granddaughter in various states, and of course, spending time on the beautiful Florida beaches.

DWEBB@STONEBRIDGEFPGROUP.com 

Click here to check Dianne Webb's background on FINRA's BrokerCheck.


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Rhonda Shurtleff

CFP®, EA, CDFA®, RSSA®

Rhonda Shurtleff, CFP®, EA, CDFA®, RSSA®

Rhonda is a CERTIFIED FINANCIAL PLANNER practitioner and a Certified Divorce Financial Analyst®. She is also an Enrolled Agent with the IRS and a Registered Social Security Analyst®. Rhonda holds a General Securities and a Limited Principal license through FINRA as well as a Florida insurance license. Rhonda has over 20 years of experience in the financial services industry and has a passion for helping women and families understand their finances and develop a plan for their future. Though a native of Texas, she is a graduate of Rollins College in Winter Park and has lived in Orlando for over 24 years. She is a member of the Central Florida Collaborative Law Association and the National Association of Divorce Professionals. When she’s not helping others with their finances or volunteering at her church, she enjoys reading, traveling and spending time with her children and grandchildren.

RSHURTLEFF@STONEBRIDGEFPGROUP.COm 

Click here to check Rhonda Shurtleff's Background on FINRA's BrokerCheck.








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Becky Robey

CFP®, CDFA®

Becky Robey, CFP®, CDFA®


Becky is a CERTIFIED FINANCIAL PLANNER practitioner. She is a graduate of the University of Central Florida with a degree in Mathematics Education. Becky brings her passion for education into her role as advisor, encouraging clients to attain success one step at a time and helping clients become more confident about their financial futures. She also holds a General Securities license through FINRA and is licensed to sell insurance in the state of Florida. She grew up in the Orlando area, loves the Sunshine State and raised both of her children here. Her free time is spent reading good books, enjoying time with friends, traveling, or visiting her children.

BROBEY@STONEBRIDGEFPGROUP.COM 

Click here to check Rebecca (Becky) Robey's Background on FINRA's BrokerCheck.





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Jennifer Ulmer

CFP®

Jennifer Ulmer, CFP®

Jennifer has been a member of the Stonebridge team since 2017. In that time, she has earned the designation of CFP® Professional and holds a General Securities license through FINRA, registered with Triad Advisors, LLC. An Orlando native, she has degrees in Finance and Psychology from UCF. She left an 8-year career in library services to follow her passion to help others, especially women, feel more confident making financial decisions. She also brings first-hand experience with small business accounting practices as the bookkeeper/accountant for her husband’s family business. When not in the office, you can find Jennifer cheering on UCF Football, tap dancing, and being outdoors enjoying all Florida has to offer.

JULMER@STONEBRIDGEFPGROUP.COM 

Click here to check Jennifer Ulmer's background on FINRA's BrokerCheck.
           
           
           



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Jennifer Peterson

Paraplanner

Jennifer Peterson

Jennifer is one of our Paraplanners and is responsible for creating account performance statements and growth reports as well as investment research, and tax preparation. Jennifer has been with Stonebridge since 2007 and enjoys the challenge of helping the Stonebridge team to create the best pathway for our clients. Jennifer has lived in central Florida since 1975 and is a graduate of the University of South Florida. In her free time she is active with many charities and enjoys spending time with her husband Mark, two children, friends and family.

JPETERSON@STONEBRIDGEFPGROUP.COM



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Catherine Hyder

Paraplanner

Catherine Hyder

Catherine joined the Stonebridge Financial Planning Group, LLC® team in September 2019 as a Paraplanner. With over ten years in the financial services industry, she brings her strong desire to help others. Catherine is a graduate of the University of Florida with a Bachelor of Science degree in Economics and a Master of Arts in International Business. Additionally, she holds a General Securities license through FINRA, and is registered with Triad Advsiors, LLC. In her free time, she enjoys spending time with her husband and their two rescue dogs, coaching youth water polo, reading and traveling.

chyder@stonebridgefpgroup.com 

Click here to check Catherine Hyder's background on FINRA's BrokerCheck.


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Tracy Adams

Office Manager

Tracy Adams

Tracy is our office manager. She joined Stonebridge Financial Planning Group, LLC® in 2013 and has over 10 years of experience supporting teams in the financial services industry. She enjoys interacting with our clients, helping them with paperwork and being that friendly voice when you call our office with a question or need help regarding your account. Tracy graduated from the State University of New York at Stony Brook and relocated to the Orlando area with her husband Sam in 2010. She enjoys movies and traveling to new places as well as back to the NYC area where she is from.

TADAMS@STONEBRIDGEFPGROUP.COM



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Jenny Burton

Account Specialist

Jenny Burton

Jenny joined the Stonebridge team in October 2018. As an Administrative Assistant, her focus is supporting the office staff and clients with opening new accounts and processing related paperwork. Jenny is originally from southern Illinois but has lived in Florida since 1996. She’s married and has one daughter. Her other child is a Basset Hound. In her spare time, Jenny enjoys working in the yard and volunteering with her daughter’s high school marching band program.

JBURTON@STONEBRIDGEFPGROUP.COM




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John Webb

CPA, Chief Financial Officer

John Webb, CPA
Chief Financial Officer

John’s background as a CPA and Corporate business consultant is a tremendous asset for Stonebridge Financial Planning Group, LLC. He was previously a partner/senior advisor for a business consulting firm and has held senior financial management positions in companies in both the public and private sector, profit and non-profit settings, from startup to $350M in revenues. He has earned his MBA from Rollins College and a BS in Accounting from the University of Arizona.  He is the husband of Dianne, and father of Adrien, Krissa, and Erica, and ‘Papa’ of Emma.

jwebb@stonebridgefpgroup.com


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Adam Spoolstra

CPA

Adam Spoolstra, CPA

Adam brings an extensive tax background to Stonebridge Financial Planning Group, LLC, assisting clients with tax preparation and tax planning services. Adam holds a CPA license and is working on completing a Doctor of Business Administration (DBA) through Anderson University in Indiana. Originally a Kansas City native, Adam spent 5 years in public accounting with Ernst & Young (tax) before a career change to teaching accounting at the college level starting in 2012. Adam earned a Master of Accountancy (tax emphasis) and Bachelor of Accountancy from Northern Illinois University (go Huskies!). When not serving tax clients and students you can find Adam spending time with his wife and four active kids. 

aspoolstra@stonebridgefpgroup.com