David J. Stone is founder and Managing Member of Protected Future, LLC.
David’s expertise in the financial services industry spans over 30 years. He began as a registered representative with Merrill Lynch and quickly transitioned to management upon moving to Prudential Securities. He served as branch office manager for Prudential and later for Wachovia Securities in both Texas and Arizona, and Ameriprise Financial in Miami, Fl.
Mary Goodman is CFO and CTO of Protected Future, LLC.
Mary has over 35 years’ experience in the insurance and financial services industry and currently holds insurance licenses in several states. Mary began her career as an award-winning agent and sales manager for Allstate Insurance. After ten years, she opened her own insurance agency and quickly grew it to be the largest single location, independent agency of its type in the greater Phoenix area. Concurrently, she founded and operated a premium finance company.