Built on Trust. Guided by Stewardship.

Liberty Ridge Financial offers personal, client-centered advice.

Meet the Team

Meet the Team

A family-run team, built so you always know exactly who you’re talking to.

Founder | Senior Wealth Advisor

Jonathan Stough

With over 20 years of experience in the financial services industry, Jon currently serves as the founder and senior wealth advisor at Liberty Ridge Financial.

Jon holds the AIF and AWMA designations, along with Series 7, 66, 9, and 10 securities licenses. His diverse professional background enables him to offer a well-rounded perspective and strategic guidance across all areas of wealth management.

Deeply rooted in the local community, Jon enjoys serving on multiple nonprofit boards, racquet sports and enjoying time with friends and family.

AIF®

AWMA™

Securities Licensed 12+ Years

Associate Wealth Advisor

Jackson Stough

Jackson is dedicated to helping individuals, families, and young professionals build lives of purpose and financial confidence.
 
Jackson earned his degree in Business Administration and Data Analysis from Liberty University, with a concentration in Financial Planning and a minor in Psychology. He has passed the FINRA Securities Industry Essentials (SIE), Series 65, and Series 66 examinations.
 
As a former college volleyball player, Jackson remains competitive while spending his free time playing pickleball, golf, and volleyball.

SIE

Series 65

Series 66

Client Service Manager

Ruthie Stough

Ruthie is the operational backbone of Liberty Ridge Financial, ensuring every client interaction reflects our commitment to exceptional service and attention to detail.

She earned her degree in Speech Communication and Marketing from Shippensburg University and has over 20 years of experience in customer service, sales and office management.
 
In her free time, Ruthie enjoys singing and acting in local theatre, serving in various nonprofit roles and helping retirees downsize and organize their homes in retirement.

20+ Years Experience

Client Relations

Our Partners

James Judge, CFA, MBA

William Lane III, CIMA

Daniel Guy, CFA, CAIA

Dan Mueller, CFP

Matt McClendon, CFP, CFA

Raymond Micaletti, PhD.

Bridget Galen

Joyce Chobert

Kaeleigh De Quevedo

THE VISION

One Coordinated Plan, Instead of Five Different Ones

We believe financial planning works best when every decision is connected through one coordinated strategy built around your goals.

01. Plan

Every relationship begins with understanding your goals, priorities, and financial future.

02. Coordinate

We integrate planning, investments, tax strategy, and risk management to meet your goals.

03. Implement

Once your strategy is in place, we help put every recommendation into action with confidence.

04. Guide

As life changes, your plan evolves. We offer advice and guidance to keep your financial strategy aligned.

Who We Serve

Built for Every Stage of Life

If your financial life stopped fitting in one box, you’re exactly who we built this for.

OUR PATH

Built over years. Brought together now

From individual expertise to one coordinated firm here’s how Liberty Ridge got here

Foundation

20 years of expertise across risk, insurance, and wealth management.

Coordination

Five disciplines brought under one roof, one team, one plan.

What's Next

A growing practice built to serve your family for generations.

Frequently Asked Questions

Questions We Hear Before the First Meeting

Everything you need to know before reaching out.

What does it mean that you're a fiduciary?

We’re legally required to act in your best interest, no hidden incentives. Every recommendation has to hold up to that standard.

Let's Talk About Your Future

Start With a Conversation About What Matters Most

Planning for retirement or managing your wealth? We can help you gain clarity in your financial planning. In our first chat, we’ll explore your goals and determine if Liberty Ridge is the right fit.