Stone Arch Advisory Group

06/22/2026

Please help us celebrate the dads, father figures, and mentors who lead with strength, patience, and heart—both at home and in the workplace.

At Stone Arch Advisory Group, we’re proud to recognize the incredible individuals on our team who balance their professional excellence with the important role of being a father. Your dedication, guidance, and commitment inspire not only your families, but everyone around you.

Wishing you a well-deserved day of appreciation and celebration. Happy Father’s Day!

06/18/2026

Please join Stone Arch Advisory Group and Mike Vahl from StepStone Wealth Solutions for an exciting upcoming webinar, “The Expansion of Private Infrastructure: Trends and Investment Strategy,” happening on June 25 at 9:00 a.m. CT via Zoom.

The private infrastructure sector is expanding rapidly, and we'll be discussing key drivers behind this growth, including demand for transportation, power, and data infrastructure as well as emerging trends shaping global infrastructure investment.

Webinar Details:
• Date: June 25
• Time: 9:00 a.m. CT
• Format: Zoom Webinar

Don’t miss this opportunity to gain valuable insights into one of today’s fastest-growing asset classes.

Reserve your spot today - https://nm.zoom.us/webinar/register/WN_FVx5yfXFTqyf45ZexPwIow

06/16/2026

06/15/2026

Join us in celebrating Erik Pedersen on his two-year anniversary with Stone Arch Advisory Group!

Over the past two years, Erik has brought dedication, insight, and a client-first mindset to everything he does. As a Portfolio Advisor, he values the strength of collaboration—sharing that “having a team of talented people behind me gives me confidence that we can execute at a high level for our clients.”

We’re grateful to have Erik as part of the team and look forward to his continued impact. Congratulations, Erik!

06/04/2026

Please join us in celebrating Tyler Lupinek on his second anniversary with Stone Arch Advisory Group.

As a Financial Planning Associate, Tyler has been a valued member of our team, contributing to the thoughtful, high-quality planning experience we strive to deliver for our clients.

When asked about his time at Stone Arch, Tyler shared: "My favorite part of working at Stone Arch Advisory Group is being part of a team that holds a high standard for quality while maintaining a collaborative, supportive culture."

We’re proud to have Tyler on our team and grateful for the positive energy, dedication, and teamwork he brings every day. Cheers to two great years—and many more ahead!

06/02/2026

We are deeply saddened to share that our colleague and Financial Advisor Kevin Casper, passed away on May 28, 2026, after a courageous battle with glioblastoma.

Kevin served clients with integrity, care, and a sense of humor over a 25‑year career, impacting more than 2,400 lives. He was also a devoted husband to Naomi and proud father to Chase, Maryn, and Maddyn—family was everything to him.

Memorial Details:
Visitation: June 8, 2026 (5–7 PM) – White Funeral Home, Lakeville, MN
Visitation: June 9, 2026 (9:30–11:00 AM) – Hosanna Church, Lakeville, MN
Memorial Service: June 9, 2026 (11:00 AM) – Hosanna Church, Lakeville, MN

For more details and the family’s wishes, please see: https://www.whitefuneralhomes.com/obituary/kevin-casper

Please join us in keeping Kevin’s family in your thoughts and prayers. Our team is here to support Kevin’s clients during this time. If you need assistance or have questions, please reach out to us.

06/01/2026

We’re thrilled to welcome Kanthi Yalamanchili to the Stone Arch Advisory Group family!

Kanthi partners with individuals and business owners to turn financial goals into reality through comprehensive planning and strategic investment guidance. Her areas of focus include investment planning, business succession and acquisitions, risk management, estate planning, and employment contract negotiations.

Kanthi is especially passionate about financial literacy, technology, entrepreneurship, and making a positive social impact—helping clients build, protect, and grow their wealth with purpose.

Welcome to the team, Kanthi!

05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

05/22/2026

What does a successful exit really look like—for your business and your life?
Find out in our upcoming webinar: Exit with Clarity: Aligning Business Value & Personal Freedom

Join Stone Arch Advisory Group's Co-Founder and Partner Craig Volk, and Paradise Capital CEO Paul Niccum and Paradise Capital Partner Dan Niccum on May 28 at 10 AM (CT) for a focused 30-minute session packed with practical insights to help you prepare for what’s next.

✅ Align your business value with personal goals
✅ Gain clarity on your transition strategy
✅ Learn from experienced financial professionals

Spots are limited—register now: https://nm.zoom.us/webinar/register/WN_ySVYs7X2RXuL-SX-5rTF_w

05/19/2026

You're Invited!

Exit with Clarity: Aligning Business Value & Personal Freedom
May 28, 2026 • 10:00 AM CST

Business owners: your exit should fund the life you want — not create regrets. Join Paradise Capital and Stone Arch Advisory Group for a practical webinar that goes beyond valuation to focus on emotional readiness, financial structuring, and strategic timing.

What we’ll cover:
- The “No Regrets” framework for owner-first planning
- Personal Runway & after‑tax proceeds modeling
- Pre‑LOI tax, estate, and charitable planning essentials
- How enterprise value and personal planning intersect to deliver true freedom
- Live Q&A

Reserve your spot: https://nm.zoom.us/webinar/register/WN_ySVYs7X2RXuL-SX-5rTF_w