A Multigenerational Team of Principled Wealth Strategists, Devoted to Your Success

Financial Advisors

Principled-Wealth-Manager-Cary-Stamp

Cary Stamp, CFP®

CFP®, AIF®, RICP®, CAP®, AEP®, CDFATM 
Chief Executive Officer
Financial Advisor
Cary@CaryStamp.com

Peter Stevens headshot

Peter Stevens, CFS®

Senior Financial Advisor
Peter@CaryStamp.com

Financial Analyst Jack Schanne

Jack Schanne, CFP®, RICP®

Chief Investment Officer
Financial Advisor
Jack@CaryStamp.com

Ryan Swenson Financial Analyst

Ryan Swenson, CEPA®, RICP®

Chief Growth Officer
Financial Advisor
Ryan@CaryStamp.com

2[1]

Rob Taylor, CFP®

CFP®, AEP®, CLU®, RICP®
Financial Advisor
Rob@CaryStamp.com

1[1]

Dustin Insley                    

Financial Advisor
Dustin@CaryStamp.com

Matthew Mellusi Financial Analyst

Matthew Mellusi, MSFP, CFP®, RICP®

Financial Planner
Financial Advisor
Matt@CaryStamp.com

Austin Headshot Cropped_min

Austin Kuyrkendall, CFA®

Financial Advisor
Austin@CaryStamp.com

 

3[1]

Andrew (A.J.) Outcalt, CFP®, AIF®

Financial Advisor
AJ@CaryStamp.com

Management & Associates

Final Pics

Patrick Thompson

Chief Operating Officer

Shay-Diaz-Cary-Stamp-and-Co

Shay Diaz

Executive Assistant

Andy Nuber img_3262 small

Andy Nuber

Financial Analyst

Colleen Kunzelmann - Headshot - 09.29.23

Colleen Kunzelmann

Administrative Assistant

StampSharon

Sharon Stamp

Client Concierge

4[1]

Sarah Graham

Marketing Coordinator

Sign Up for Our Newsletter

Receive money-saving financial planning tips and other practical info to apply in your life. You may unsubscribe at any time.

  • This field is for validation purposes and should be left unchanged.