About The Author

As a Paraplanner at Sierra Consulting Group, Brett provides operational and analytical support to the advisory team, helping transform financial data and research into meaningful insights that support the development of financial plans and client strategies. His responsibilities include gathering and analyzing financial data, preparing reports, assisting with research and financial modeling, coordinating documentation, and helping ensure efficient processes that enable advisors to serve clients effectively.

Prior to joining Sierra Consulting Group, Brett spent more than 10 years in technical sales, navigating year-long sales cycles of million-dollar capital equipment projects, managing key accounts and developing client relationships across domestic and international markets. His experience includes coordinating sales and marketing efforts with six international agents across multiple countries in Europe and South America, as well as working directly with regulatory bodies to manage import and export documentation and compliance requirements.

Throughout his career, Brett has built strong relationships with clients, partners, and stakeholders around the globe while collaborating with cross-functional department executives to develop solutions and ensure efficient product implementation. This combination of analytical expertise, international business experience, client relationship management, and operational coordination allows Brett to bring a well-rounded perspective to Sierra Consulting Group.

Outside of work, Brett enjoys spending time with his wife and three daughters. Together, they love to travel, hike, and explore beautiful places—from mountain trails to relaxing beaches—while discovering hidden gems, experiencing local culture, and enjoying small shops and local restaurants.

Chandler Stone is a Financial Advisor at Sierra Consulting Group, where he works with individuals, families, and business owners to bring greater clarity and coordination to their financial lives. Sierra Consulting Group approaches financial planning much like a personal CFO—helping clients oversee the many interconnected areas of their financial well-being and ensuring that their investments, taxes, insurance, estate planning, cash flow, and long-term goals are working together as part of a cohesive strategy.

That philosophy is a natural extension of Chandler's professional background. Before joining Sierra Consulting Group, he co-founded a multi-million-dollar startup and served as its corporate CFO, overseeing the company's financial operations, budgeting, forecasting, tax planning and compliance, and financial reporting. His experience managing the financial health of a growing business shaped his belief that families can benefit from the same type of comprehensive financial oversight and forward-looking planning that successful companies rely on.

Chandler also holds the Behavioral Financial Advisor™ (BFA™) designation, which brings principles of behavioral finance and psychology into the financial planning process. The BFA™ framework formalizes an approach Sierra Consulting Group has long embraced: good financial planning isn't simply about finding the mathematically optimal solution. It is about understanding what matters most to each client and helping them make thoughtful financial decisions that align their money with their values, priorities, and vision for the future.

As an advisor, Chandler believes the best financial plans should evolve alongside a client's life. His goal is to help clients see the bigger picture, understand the tradeoffs behind important decisions, and coordinate the different areas of their financial lives so they can move forward with greater purpose and confidence.

Chandler earned a Bachelor of Science degree from Brigham Young University, with an emphasis in International Business and Business Management, and is fluent in Spanish.

Outside of the office, Chandler enjoys traveling, reading, fitness, and spending time with his family. He and his wife, Olivia, recently welcomed their first child—an experience that has given him an even deeper appreciation for the importance of planning not just for financial success, but for the people and opportunities that give that success meaning.

David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Business Exit Consultant (CBEC®) with over 30 years of experience in the business consulting and financial services industry. His expertise is in designing and building a comprehensive financial plan and business plan encompassing all the elements of the client's financial picture. His clients are primarily successful business owners and affluent retirees.

David helps his clients to succeed financially with a deep understanding of financial and business strategy as well as a personal understanding of clients’ goals and dreams. He believes in the Power of a Plan and applies it to all aspects of his business, and his clients appreciate his insight on creating, preserving, and protecting their assets to leave a lasting legacy. While acting as a Personal CFO for his clients, David places his focus on helping them crystalize their personal vision for their businesses and their families.

David obtained a Bachelor of Science degree in Business Management from Brigham Young University in 1988 and a Master of Business Administration degree from California State University, Sacramento in 1992. He earned the credential of CERTIFIED FINANCIAL PLANNER™ Practitioner in 1998. He is also a Chartered Financial Consultant (ChFC®), Certified Business Exit Consultant (CBEC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Life Underwriter (CLU) and holder of Financial Industry Regulatory Authority (FINRA): Series 6, 7, 24, 63 licenses as well as a California Insurance License (#0B01934).

David formerly held a California real estate license for over 15 years, giving him a unique perspective in advising clients on real estate matters. He is a past officer of the Board of Directors for The Financial Planning Association of Northern California, and continues to act as a mentor for Finance students at the BYU Marriott School of Business.

David was named a Five Star Wealth Manager by Five Star Professional on 2/1/2024 for the time period 5/15/2023 through 11/30/2023. He has been listed as a Five Star Wealth Manager as published in Sacramento Magazine (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025).

David has been happily married for over 35 years. He and his wife have 5 children and 9 grandchildren. He is actively involved in serving his community and in his church. In his free time, he enjoys travelling, snow skiing and musical performance.

Five Star Wealth Manager Listing

David Stone has been listed as a Five Star Wealth Manager for 2024.

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. David was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf

CRN-6793341-071524