Meet the people behind the plans
Stonebridge is built on relationships. Our licensed advisors bring experience, integrity, and a genuine commitment to helping your family feel protected — no matter where in the country you call home.
Licensed advisors you can trust
Each of our advisors is committed to our education-first philosophy: no pressure, no jargon, just honest guidance built around your family's goals.
Zachary Allen
Zachary Allen is a Safe Money Retirement Specialist with nearly a decade of experience helping individuals and families protect their financial futures. Specializing in life insurance, annuities, Medicare planning, long-term care strategies, and estate planning, Zachary is dedicated to providing clients with solutions designed to create security, preserve wealth, and support long-term retirement goals.
As the founder of StoneBridge Planning group, which has agents serving clients nationwide, Zachary has built his career around education, integrity, and a commitment to helping families make informed financial decisions. His passion for service extends beyond business; he is a proud father of four children whose success and well-being inspire him to work hard every day. Through his leadership and expertise, Zachary continues to empower families across the country to plan confidently for the future and protect what matters most.
What every Stonebridge advisor believes
No matter who you work with on our team, you'll experience the same approach — because it's the foundation everything we do is built on.
Ready to Connect?
Whether you have a specific question or just want to know where your plan stands, our team is here to help — with no pressure and no obligation.
Work with an advisor who cares
Every member of our team shares one goal: helping your family feel protected and prepared. Let's talk.