Stonebridge Wealth Advisor’s Founder, Annette Findling, has over two decades of experience investing and implementing strategies that seek to preserve her client’s investments while managing their overall wealth.

Annette partners with her clients to develop personalized wealth-management strategies tailored to her client’s distinct needs. She is known for asking questions and understanding each client’s personal landscape before making recommendations. This quality, combined with attention to detail and industry-leading research, gives Stonebridge clients confidence in pursuing their long-term financial goals.

Known for her hard work, sharp-wit, and candor, Annette sees herself as a teacher, always educating clients as to why she made each recommendation. This fulfills her goal of removing the mystery from financial planning.

Among Annette’s many professional attributes is her ability to assess complex financial situations, respond with smart, strategic solutions, and communicate her recommended strategies in the simplest of terms. Her strategies and standard of care checklist tell a clear story of the potential pathways towards growth and the possibilities for the future.

Annette is a member of the Austin Women’s Club and serves as a mentor to young women entrepreneurs through the FoundHer program at the Kendra Scott Women’s Entrepreneurial Institute at the University of Texas, Austin.

She and her husband David live in Austin, Texas and have raised two sons who also live in Texas. Outside of the office, she and her husband enjoy spending time with their boys seeing live music, travel and experiencing all that Texas has to offer!

Leslie North is the co-founder of Stonebridge Wealth Advisors and has spent more than 15 years helping individuals and families navigate important financial decisions. Known for her collaborative approach and attention to detail, Leslie takes time to understand each client's complete financial picture before developing thoughtful recommendations. She believes informed clients make better decisions and is passionate about helping simplify complex financial matters so clients can move forward with confidence. 

Leslie earned her bachelor's degree from DePauw University, where she studied Economics and French and participated in the University's Management Fellows Program, an honors program focused on management and entrepreneurship. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations.

Outside of her work with clients, Leslie is active in her community. She is a member of the Women's Board of the Field Museum, the Kenilworth Garden Club, and serves on the Finance and Investment Committees of the Kappa Kappa Gamma Foundation.

Leslie and her husband live in downtown Chicago. They have three adult children living in Chicago and New York and are enjoying life as recent grandparents. Outside the office, Leslie enjoys traveling, skiing, golfing, and spending time with family and friends.

Jaime Barick serves as our Client Service Specialist, providing dedicated support to our practice since 2022. With more than 20 years of experience supporting financial professionals, Jaime brings extensive industry knowledge, attention to detail, and a commitment to exceptional service.

Jaime and her husband, Steve, live in Northwest Indiana, and are proud parents of their three adult children. They also share their home with Dottie, their beloved Boston Terrier. Outside of the office, Jaime enjoys spending time with family and friends, reading and trail hiking.