At Stoneburner Wealth Management, we believe our financial proficiency is second to none, but building long-term relationships grounded in mutual respect and trust is our top priority. Once we get to know you, and you get to know us, there's a genuine bond that develops and grows deeper over time. We invite you to get to know our team of financial professionals.
Mark Stoneburner
Founder/CEO
Mark is the CEO and founder of Stoneburner Wealth Management. He has been working with clients for 29 years, offering independent financial services and specializing in full-service planning for individuals and small businesses.
Mark is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.
Mark is an avid golfer and an athletic volunteer in Dublin, and he has coached both youth football and basketball teams for years. Mark and his wife, Cathy, are members of the Ohio State University Buckeye Club, supporting the athletic advancement fund by raising money for athletics grants-in-aid, capital campaigns, and scholarships. Cathy was a four-year member and past president of the Pleasure Guild at Children's Hospital, raising money to support the hospital and its patients and families.
Mark and Cathy are Wittenberg University graduates. They live in Dublin and are the proud parents of four children, Jacob, Natalie, Olivia, and Caleb. Jacob is a former OSU and NFL football player and has recently joined our team. Natalie and Olivia, both Ohio State graduates, are living and working here in Columbus. Natalie is an instructor and manager in the fitness industry; Olivia completed her master's degree in school counseling and is working for Columbus City Schools. Caleb is a 2021 graduate from The Ohio State University and works for Fidelity.
Mark Stoneburner is proud to have been recognized as a Chairman's Level advisor for 2020 – a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Janis Halteman
Chief Investment Strategist/Managing Director
Janis is the chief investment strategist and managing director at Stoneburner Wealth Management. She began her practice in 1999 and joined the Stoneburner Wealth Management team in 2008. She develops custom investment plans for clients and does portfolio analysis and allocation, implementation, and risk management planning. Janis also designs and implements group benefits packages, including key executive planning, retirement plans, and life, disability, and health insurance. She also manages the staff and day-to-day operations of the office.
Janis and her husband, Mike, are both Miami University graduates. Janis has a BA in chemistry and graduated summa cum laude from Xavier University with a master's in health care finance. She is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®. Mike manages the Basset Furniture store in Dublin.
In her spare time, Janis enjoys skiing, wakeboarding, gardening, and reading. She lives in Clintonville with her husband and their daughter.
Jake Stoneburner
Financial Advisor
Jake is a support advisor for the firm. He retired from the NFL after playing four years with the Packers, Dolphins, and Saints. Before that, he was very fortunate to be part of the Ohio State football team from 2008 to 2012 and on the 2012 undefeated team.
The experiences and lessons he learned over the past nine years with OSU and NFL players' lack of money management have made him realize how critical financial planning is to families and their loved ones. Now he looks to add his life experiences to our team.
In his spare time, Jake enjoys playing golf and being active in the community. Jake lives in Powell with his wife, Alex, their son, Harrison, and their two dogs.
Cathy Stoneburner
Project Support
Mark’s wife, Cathy, also works in our office, helping out on special projects throughout the year.
Angie Cline
Project Support
Angie has 30 years of administrative experience, 21 of those years as an administrative assistant in the financial planning industry. Assisting clients has always been her main priority, as she believes client satisfaction is of the utmost importance. Whether scheduling an appointment, helping with new accounts, or servicing an existing account, she will follow through from beginning to end to make sure the request has been completed.
Angie is a five-year breast cancer survivor and has learned to live life to the fullest. She likes to take road trips and go on adventures. She enjoys “playing” in the kitchen to find new recipes and dabbling with writing poetry. But, most importantly, she enjoys spending time with her family and friends and having fun in the sun. Angie lives in Delaware and has two daughters, Taylor and Raygan. She is also a "Mamaw" to her grandson Case. She looks forward to spending time with them, especially the family dinners on Sundays.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals, to help us address your needs. Use the links below to learn more about our support teams.
