My name is Athena Stone. Growing up as an "Army Brat," I moved all over the country and even lived overseas for a time. My father and both of my brothers have proudly served our country which I am very honored by and has greatly influenced who I am.
I live in Lodi with my husband, Jon, and our four children, Kylee, Samantha, Mack and baby Myles. Being a wife and mother with a full-time career is challenging, but I feel my upbringing and my family enable me to bring a unique perspective to my role as an Advisor and Financial Planner.
Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.
You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.
PO BOX 650567
Dallas, TX 75265-0567
Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.
We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.