Advisory Team

At Fieldstone Financial we amplify the individual talents of our team members through ongoing professional collaboration. By doing so, our clients gain access to a continuously improving world class service offering.

Kristofor R. Behn, CFP®

Founder & Chief Executive Officer

Kristofor has led the team here at Fieldstone Financial for the last two decades. His process driven approach is felt throughout all aspects of the organization. Having acquired, run and sold several small companies over the years, Kristofor’s unique perspective resonates with firm clients who have worked very hard to accumulate, grow and preserve their wealth.

Jonathan H. Loer, CFP®

Director of Operations & Portfolio Management

Jon has spent most of his time here at Fieldstone Financial refining and improving both our internal operations and 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 in a process driven, quality controlled environment.

Dave Moran

Director of Development

Dave brings over 25 years of experience as an advisor, senior executive and advisory firm owner to his work here at Fieldstone Financial. Dave works closely with each of our affiliated advisors to refine their skills which in turn heightens their ability to connect with those seeking truly objective financial advice. Dave's competitive spirit and passion is evident in each of our required regular advisor development coaching sessions.

Scott A. Birmingham, CFP®, ChFC, CLU, CAP

Financial Planner

Scott brings fourteen years of experience as a financial planner advising high net worth families on all aspects of their financial picture to his work here at Fieldstone Financial. Scott is responsible for assisting our advisors with comprehensive financial planning and analysis, implementation of plan driven investment policy statements and plan based risk assessment.

Karen G. Harting

Operations Manager

Karen brings more than 25 years of financial services industry experience to the team here at Fieldstone Financial. Karen provides essential support both to our internal operations team and to our growing network of advisors around the country.

Christopher L. Dowley, RLP, CFS, CLU, CHFC

Financial Advisor

Chris has been practicing in the financial services industry for nearly thirty years. As a Registered Life Planner®, Chris adds a unique perspective to the collaborative team environment here at Fieldstone Financial.

Frank J. Marrone, CFP®, CRPC®

Financial Advisor

After decades in the oil and gas, software and information technology sectors, Frank began his second career in Financial Planning in 2005. Frank was drawn to financial planning due his strong desire to assist senior executives and small business owners in their pursuit of exit strategy and ultimate retirement. Frank's unique experience is a compliment to the ever expanding collaborative team environment here at Fieldstone Financial.

Alan Ness, CFP®

Financial Advisor

A graduate of Virginia Tech’s nationally ranked Financial Planning program, Alan has a decade of experience in the financial services industry. In addition, he also worked as a business consultant for Deloitte & Touche, LLP. Alan brings a distinctive skill set, melding his business process re-engineering and financial advisory experience, further enhancing the diversely talented team at Fieldstone Financial.

Nancy L. Tani, CFP®, J.D., MBA

Financial Advisor

Nancy brings 25 years of experience in finance (corporate, public and personal) and law (corporate and estate planning) to Fieldstone Financial. Since 2010 she was a principal in a financial planning and investment management firm that merged with another fee-only firm in late 2015. As a member of Fieldstone Financial’s collaborative team of advisors, Nancy brings with her a unique skill set that complements the other advisors, and it is matched by a passion to engage her clients and help them reach their financial goals.