Owner and CEO of Scranton Financial Group of South Windsor
Russell Stone is the owner and CEO of Scranton Financial Group of South Windsor. Russell attended Framingham College to study Economics and Finance. Another important part of his education was having the chance to be taken under the wing of Dave Scranton. If that name sounds familiar, it might be because you have seen Dave on NewsmaxTV, listened to him speaking on his syndicated radio show, or read one of his three books. Having the pleasure of being trained by David Scranton has proven beneficial in shaping the way Russ conducts his own business. For over 20 years, Dave and Russ have worked closely together, even after Russ branched out on his own.
Investment Advisor Representative
Jeanne Tatoian has been an Investment Advisor Representative for 27 years and has worked extensively helping her clients prepare for all aspects of financial readiness. Jeanne became an Independent Investment Advisor Representative in 2014 as the President of Tatoian Wealth Management, and is now affiliated with Sound Income Strategies, an SEC Registered Investment Advisory Firm and Scranton Financial Group of South Windsor.
Kevin serves as a Financial Representative for Scranton Financial Group of South Windsor. He has been serving clients for over 18 years, having gained experience with MassMutual, Guardian Life, and MetLife prior to his allegiance with Scranton Financial Group of South Windsor.
Ellen (Ellie) Truckenbrodt is an insurance specialist with more than 20 years-experience advising individuals, families, business owners, entrepreneurs and people who are self-employed. She has been recognized as an authority in the areas of life and Medicare insurance and is licensed as a CLTC, which is a Certified Long-Term Care Specialist. Ellie also holds a bachelor's degree in marketing with a minor in finance from the University of South Florida in Tampa.
Kirstin began working at Scranton Financial Group of South Windsor in 2006. As we have grown, Kirstin's skills and commitment to our clients has moved her into the office manager role. Along with overseeing all functions in the office, she handles all new business, keeps the office current with all compliance matters, and assists our clients with any financial needs.
Certified Public Accountant
Karen is a Certified Public Accountant and has been preparing personal income tax returns at Scranton Financial Group since 2014. Karen is a business school graduate of the University of Massachusetts, Amherst, with a major in Accounting. She began her career in public accounting at Pricewaterhouse Coopers.
Evan began his financial services career at a large national company, but felt that the resources were not fully available to service all needs of the client effectively.
I have several years in customer service and find great pleasure in going above and beyond for my clients. I feel a great business relationship is formed with trust and attention to detail.