Say Hello To

Jacqie Stone

Life Coach

I joined ISTO Advisors in April of 2025 as a Life Coach. With a background as a former elementary school teacher, CrossFit coach, and real estate coach, I have always been drawn to roles where I can guide, encourage, and empower others to reach their full potential.

I specialize in helping clients gain clarity, build confidence, and create intentional strategies for personal and professional growth. I believe transformation happens when people feel seen, supported, and aligned with their values. I emphasize accountability, mindset shifts, and clear goal-setting - ensuring clients stay focused, consistent, and aligned with the results they want to achieve.

I live in Arizona with my husband, Marc, and our two cats, Kuma and Rizzo - named after our favorite Chicago burger spot and a former Cubs player. Outside of coaching, I enjoy working out, watching sports, attending church, new adventures with Marc, and continuing to grow in my relationship with God.

Why I joined ISTO…

I joined ISTO because the company’s values aligned perfectly with what I was seeking in my career. It’s rare to find a company that not only prioritizes financial well-being but also understands the deep connection between personal goals and financial planning. The fact that ISTO sees the value in offering life coaching to both employees and clients is truly unique - and a big reason why I wanted to work here.

How I am In Service To Others…

How I am In Service To Others…

As a Life Coach, my goal is to help others achieve their goals. I partner with others to help them clarify what truly matters to them. I guide them in setting meaningful goals, creating a plan they’re motivated to follow and build habits that support a fulfilling and balanced life. I’m here to encourage action, offer perspective, and support them in navigating challenges with clarity and confidence.

The Core Value I resonate most with at ISTO is…

The Core Value I resonate most with at ISTO is…

Simplifying lives. This is the value I resonate with most. Through coaching, I help others gain clarity on their values and vision, which simplifies decision-making and reduces overwhelm. When people know what matters most and have a clear, actionable plan, they move forward with purpose—and that’s where transformation really begins!

Meet More Team Members

Madison Kukla

Team & Community Specialist

Kyara Gonzales

Operations Liaison

Julia Maguran

Wealth Advisor

Craig Einhorn

Client Service Associate

Eddie Sharrak

Business Operations Specialist

Alexander Legg

Wealth Planning Associate

Jenna Holzberger

Wealth Planning Associate

Myah Burke

Operations Associate

Kayla Palmer

Client Service Associate

Josh Kinnee

Wealth Advisor

Kara Mitchell

Director of Wealth Advising

Sandra Noworul

Director of Coaching & Culture

Karole Lams

Senior Client Service Associate

Kayla Smiley

Executive Assistant to Chris Fisher

Thomas Kaliszewski

Client Service Associate

Erica Crosby

Client Service Associate

Jill Wall

Chief Investment Officer

Holly Burton

Executive Assistant to Paul Housey

Katie Gillman

Senior Wealth Advisor

Adam Legg

Wealth Planner

Tyler DeCoster

Director of Wealth Planning

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