Larry D. Stone, CPA, CTC, CTS

President of Stone Wealth Strategies

Best Selling Co-Author of “The Secrets of a Tax-Free Life” and “The Tax Breaks of the Rich and Famous”, Mr. Stone has authored 4 other books related to reducing taxes and investing.  He is a past instructor at the American Association of Certified Tax Planners specializing in tax reduction strategies for business owners and real estate investors.

Paul Barry
Financial Coach

After forty years in the Construction Industry, performing the work, running the work, running the project, to running the companies. A long and successful career in a fast pace and complex industry affording me a diverse wealth of experience and knowledge in extremely complex disciplines, such as finance, engineering, application process and a clear understanding of what motivates people’s perceptions and behaviors.

Pat Barry
Executive Administrator

I have always put my associate degree in business to helping families thru out my career. Managing a snow ski, skate, and water sports shop in Tucson. One of my personal projects was Special Olympics’. I started a program at our local ski area for Special Olympic and handicap skiers to take ski lessons, furnished rental equipment.

James D. Evans
Financial Coach-Estate Attorney

Jim as an attorney has been serving clients in Denver metro area and Northern Colorado communities since 1979.  He has been helping clients in matters involving estate planning, wills, trusts, tax planning, retirement planning, incapacity issues, guardianship’s, conservator-ships, elder law, trust settlement and administration, probate, corporate law including business succession planning, real estate, and charitable giving. At the request of his legal clients Jim received his Series 65 license in 2017.

Diane S. Evans Executive Administrator

Diane joined the Law Office of James Evans full time in January 1994, shortly after the birth of their fourth child; leaving a career in commercial banking and real estate appraising to assist her husband’s law firm as client services and practice manager.

A third generation Chicago native, Diane earned a BSBA in Real Estate and Construction Management from the University of Denver and an MBA in Real Estate Finance from Georgia State University.

Michael Riendeau Financial Coach

Design director, brand manager, and visual effects specialist, Michael has enjoyed over 20 years of experience in major market advertising, media, and television. With a new mission to provide financial freedom through comprehensive planning, Michael draws upon many years of expertise in team management and complex problem-solving skill.

Charlene Calderon, CPA Accountant

Charlene graduated with a degree in Accountancy and is a Certified Public Accountant in the Philippines. Prior to joining Stone Wealth Strategies, she had a vast experience as a Senior Accountant for an accounting firm in United Arab Emirates, handling clients general accounting process. She enjoys travelling, photography and loves spending time with friends and family.

Myra Salimbao Accountant

Prior to joining Stone Wealth Strategies, Myra worked as an Accountant for over 5 years and accumulated knowledge of different industries  by handling the general accounting process and preparation of financial statements. In my leisure time, I enjoyed going to the beach with my dog Chabbi, travelling to unfamiliar places  together with my friends and spending time with my family. 

Jorge Aquino Bookkeeper

Jorge has been working in the accounting field for 4 years. Prior to being a Bookkeeper at Stone Wealth Strategies, he worked as a quality auditor in a management consultancy firm, a college professor and as an accountant for an accounting firm in the Philippines. During his free time, he usually spends time with his family and friends and plays basketball or mobile games. 

Cy Valenzuela Executive Assistant to the CEO

Cy has a Business Administration degree with a major in Management and a diverse background in the Manufacturing and Real Estate sectors. Prior to joining Stone Wealth Strategies, she honed her skills in Sales Administration and Customer Service in the Automotive industry, specifically with an American car brand. With her knowledge, she can contribute to a dynamic approach that balances operational efficiency and excellent client satisfaction.

Cris Bravo Social Media Manager

A graduate with a Bachelor's degree in Business Administration, specializing in Management Accounting. She swiftly transitioned into the corporate world as a billing coordinator upon graduation. Her journey led her to secure employment with the world's largest third-party claims management company, headquartered in Atlanta, Georgia. In Stone Wealth Strategies, she helps with administrative tasks and managed all social media accounts and graphic designs. Her love for travel not only enriched her experiences but also cultivated her skills as a social media manager, opening doors to new professional ventures.