A multi-generational team that blends experience and innovation.

At Stonebrook Private, our mission is simple: to help you pursue your goals by growing and preserving your wealth. We do this by putting your interests first in all that we do, collaborating with you on a financial plan that covers every aspect of your life. And we do it as a family team, with two generations of experienced and credentialed professionals you can turn to through the years.

Our Managing Partner, Todd Knickerbocker, has more than 30 years of experience and deep roots in financial planning for families, individuals, and foundations. His son, Spencer Knickerbocker, has attained the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP) professional designations and brings an innovative perspective to the team.

Our team approach means there will always be someone here to answer your questions and field your requests. We establish an open, ongoing dialogue with each client. That’s because we want your voice to be heard in each and every meeting, allowing us to adjust your custom investing strategy as needed to remain in sync with your life.

Todd D. Knickerbocker

Managing Partner

Spencer Knickerbocker, CFA, CAIA, CFP®

Partner, Chief Investment Officer

Lisa Behm

Chief Operating Officer

Mark Zywiol, CFP®

Private Wealth Advisor

Taylor Brown

Director of Communications

Cassidy Minghine

Client Experience Associate

Susan Shelton

Client Experience Associate

Roesann Higgins

Chief Compliance Officer

Tom Moore

Chief Technology Officer & Cyber Security Officer

David Bruck

Chief Marketing Officer


Curious about learning more?

Work with our team to get personalized guidance and investment management that supports your goals.