Our Team
Lynn S. Stebbins, CFP®, CEPA®, CPFA®, CLU®
Founder & Financial Advisor
I am proud to serve as a Financial Advisor of Calton & Associates and Owner at Loggerhead Wealth Management. With over 8 years of experience in the financial services industry, my primary responsibility is to provide comprehensive...
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Austin Schrock
Financial Advisor
I am honored and humbled by acting in the role of a Financial Advisor for Calton & Associates. As a proud graduate of the University of Central Florida's College of Business, my path into the world of finance was a natural evolution...
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Lori Barone
Client Services Specialist
As the Client Services Specialist at Loggerhead Wealth Management, I handle various tasks, including scheduling and confirming client meetings, managing electronic file systems, overseeing the CRM system, onboarding new clients, and...
Your Interests Protected
We treat our clients and strategic partners with the utmost professionalism and transparency, working to ensure that you have a clear understanding of the strategies and recommendations we propose