President & Founder
For the better part of the last two decades, Kristofor has set the course that many independent, fee-only financial planning and investment management firms are now attempting to follow. Kristofor has developed an objective approach to providing advice that is extremely rare in today’s fast paced, profit driven financial services industry. Through strategic merger and acquisition, Kristofor has established a truly impressive financial planning and investment advisory presence in the Eastern United States. Through those efforts, Kristofor has surrounded himself with a highly trained team of advisors to ensure that the firm’s custom tailored financial strategies are as unique as they are effective.
Director of Portfolio Management
Jon has spent most of his time here at the Fieldstone Financial Management Group refining and improving our approach to investment management. As a result, we provide our clients with a combination of state of the art investment tools and disciplined strategies that are simply unmatched in the industry today.
Director of International Portfolio Management
Scott brings over twenty years of global investment experience, managing investment assets to his work at the Fieldstone Financial Management Group. As a Chartered Financial Analyst, Scott is an instrumental part of our investment management team. Scott’s ability to distill complex issues into understandable action plans is at the center of his work here at the Fieldstone Financial Management Group.
Tactical Counsel
Dave started his own fee-only financial advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for more than ten years. In 1998, David made the decision to move his family and his firm, Sunset Financial Management, Inc., to Albuquerque, New Mexico and later merged his firm into the Fieldstone Financial Management Group.
While Dave is largely retired from the day-to-day activities here at the Fieldstone Financial Management Group, he is retained to provide tactical counsel to the firm.
Tactical Counsel
Alan worked in the financial services field for more than 30 years. He founded Delmarva Limited, the first fee only financial planning firm in Delaware, which he later merged into the Fieldstone Financial Management Group.
While Alan has fully retired from the day-to-day activities here at the Fieldstone Financial Management Group, he is retained to provide tactical counsel to the firm.