David K. Sloper, Jr., CFP^®

Dave.Sloper@LFG.com

“Through our financial planning process, I provide clients with strategies which help place them and their loved ones in an optimal position to achieve their financial goals”

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.

We offer comprehensive financial planning services through Lincoln Financial Advisors and dedicated to helping you:

• Identify your goals.
• Develop a financial plan based on sound advice and knowledge.
• Implement your plan.
• Update your plan on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At Stone Bridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.

Achievements

• CERTIFIED FINANCIAL PLANNER™ Practitioner
• Registrations: Series 7, 66 and Life and Health Insurance Licensed
• Registered Representative, Lincoln Financial Advisors Corp.
• Founding Partner Sloper and Weinstein
• BS Business Administration Towson University Concentrations Finance and Marketing

Professional Associations

• Baltimore Estate Planning Council
• Howard County Estate Planning Council

Personal

• Resides in Woodstock, MD with his wife Tammie and 4 children
• Current vestry member St. John’s Episcopal Church, Ellicott City, MD
• Enjoys coaching youth sports

David is supported by knowledgeable professionals with years of experience in their specific areas.

• Michael Ward, CLU^®, ChFC^®, CFP^®, CEO
• Sarah Cicero, CFP^®, Managing Partner
• Robert Symonds, MBA, CFP^®, Financial Planner
• Levi Bean, Registered Assistant
• Sori Meredith, Client Relationship Manager

David K. Sloper is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. StoneBridge Advisors, Inc and StoneBridge Tax Services, LLC are not affiliates of Lincoln Financial Advisors Corp. ©2017 Lincoln Financial Advisors Corp. CRN-1796570-051217