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  • Corporate Wealth Management
    • Corporate Wealth Management
    • Retirement Plan Consulting
    • Executive Benefit Plans
    • Corporate Risk Management
    • Business Succession Planning
    • Employee Health & Wellness Benefits
  • Private Wealth Management
    • Private Wealth Management
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    • Financial Analysis For Divorce
  • About Us
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Home / About Us

Our Team

Blair Martin

Blair Martin
Managing Principal | Financial Professional | Accredited Investment Fiduciary

Richard J. Boyer
Founding Principal | Emeritus

Nathan Cobert
Principal | CERTIFIED FINANCIAL PLANNER™ professional

Anthony Trias
Principal | CERTIFIED FINANCIAL PLANNER™ professional

Michael Dooher

Michael Dooher
CERTIFIED FINANCIAL PLANNER™ professional

Nick Imbimbo
Financial Professional

Roberta Bechtel

Roberta Bechtel
Director of Qualified Plans

Mitch Bortolotto

Mitch Bortolotto
CERTIFIED FINANCIAL PLANNER™ professional, ChFC

Marcus Nilsson

Marcus Nilsson
Portfolio Analyst and Registered Sales Associate

Brittany Miles
Operations Manager / New Business Coordinator

Shakti Sutter
Retirement Plan Coordinator & Client Services

Jean Carter
Client Services Manager

Kate Mcavoy

Kate McAvoy
Client Services Manager

Kim Haworth
Client Services Manager

Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

  • Overview
  • Retirement Plan Consulting
  • Executive Benefit Plans
  • Corporate Risk Management
  • Business Succession Planning
  • Employee Health & Wellness Benefits
Menu
  • Overview
  • Retirement Plan Consulting
  • Executive Benefit Plans
  • Corporate Risk Management
  • Business Succession Planning
  • Employee Health & Wellness Benefits

Private Wealth Management

  • Overview
  • Financial & Retirement Planning
  • Wealth Management
  • Risk Management & Insurance Planning
  • Financial Analysis For Divorce
Menu
  • Overview
  • Financial & Retirement Planning
  • Wealth Management
  • Risk Management & Insurance Planning
  • Financial Analysis For Divorce

About Us

  • Our Difference
  • Resources
  • Our Team
  • Contact Us
Menu
  • Our Difference
  • Resources
  • Our Team
  • Contact Us

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-146060 (Rev. 6/15/20) (Exp. 06/2023)

For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19

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