A multigenerational team approach to principled wealth management and planning

Financial Advisors

Cary-Stamp-Glasses2

Cary Stamp

CEO / Financial Advisor
CFP®
, CDFATM, AIF®, CAP®, AEP®

Frank Francese

Frank Francese

Financial Advisor, MBA

Dan Roth

Dan Roth

Financial Advisor, ChFC®

Sirota Brian

Brian Sirota

Financial Advisor, ChFC®MBA

Rob Taylor

Rob Taylor

Financial Advisor, CFP®, CLU®

WellerJosh4

Josh J. Weller

Financial Advisor

Management & Associates

Patrick Thompson

Patrick Thompson

Chief Operating Officer

Patrick Thompson

Patrick Thompson

Patrick Thompson is a rare Florida native, who was born in West Palm Beach in 1970 and lived in Palm Beach County until he was five years old. His father, an architect, and his mother, a stay-at-home parent, moved from the area to pursue opportunities for their family in Texas.

When he was 18, Patrick returned to sunny South Florida and began his career in banking with a customer service representative/teller position with Flagler National Bank in Jupiter. It was then that Patrick developed a true appreciation for the industry and the positive impact good advice and caring recommendations could make on a person’s future. He gained a reputation for providing sincere customer service and being a strong team member. Shortly thereafter, he began attending Palm Beach State College and earned his A.S. in Business Administration and Management in 1995. He furthered his professional education by earning certifications through the American Bankers Association. Patrick’s esteemed banking career included a customer service position with SunTrust South Florida in Jupiter and long-held managerial positions with First Citizen Bank of Raleigh, NC and Sun American Bank of Boca Raton.

Prior to joining the leadership team of Cary Stamp & Company in 2015, he served as Vice President and Financial Sales Manager of the Tequesta Banking Center of First Citizens Bank for more than 10 years. During his time with First Citizens, Patrick was ranked second out of more than 90 Financial Sales Managers for his performance and results. He viewed his switch from banking to wealth management as an exciting opportunity to continue to help clients in a different manner effectively plan for their life goals and meet their financial needs.   “Providing quality service and taking care of people are what have kept me in the banking industry for more than two decades. I love being able to provide clients with direction and to give them options for making the best decisions,” he said.

Active in the community, Thompson volunteers regularly for the Palm Beach Gardens Youth Athletic Association, the Kiwanis Club of Jupiter Tequesta and First Baptist Church of West Palm Beach. For more than 20 years, Thompson has helped to fight hunger by working with Village Baptist Church’s Feed the Hungry program and the Palm Beach Food Bank. He and his wife, Cindy, live in Abacoa with their daughters, Kayla,  and Kara.

Bradley Liz

Liz Bradley

Executive Assistant

Bradley Liz

Liz Bradley

A South Florida resident for more than 30 years, Liz Bradley joined Cary Stamp & Co. in February 2017 as Cary’s Administrative Assistant. Her primary responsibilities are scheduling client meetings and managing Cary’s busy calendar. Liz brings many years of executive assistant experience to the table. When she first came to Florida, she worked her way up the administrative hierarchy at IBM in Boca Raton. She especially enjoyed her tenure in the communications department traveling with the team across the country to work at various recognition events. After only four years in the administrative department, Liz became an Administrative Services Manager to a group of 20 administrative assistants.

While working at IBM, Liz attended Florida Atlantic University where she received her Bachelor of Business Administration with honors. After leaving IBM, Liz worked as a legal assistant for Lawrence B. Juran, P.A. At that time, Liz went back to Florida Atlantic University and received her paralegal certificate.

Originally from Toronto, Canada, Liz has lived in South Florida more than 30 years. Her family returned to Ireland when she was a child, so Liz has fond memories of spending time with her grandparents. Liz met her husband, John, on a blind date. They both love traveling and have especially enjoyed cruises to Alaska, the Panama Canal, and the Caribbean. 

Liz enjoys giving back to her community, working with senior citizens and assisting the elderly members of her church.  In honor of her Mom, she participates in the annual Alzheimer’s Walk. When Liz isn’t working, she enjoys reading, buying antiques at auctions, and spending relaxing weekends at their home in Port Charlotte on the west coast of Florida. In the near future, Liz hopes to add to their family with some furry friends!

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Olivier Etrillard

Insurance Specialist

Olivier Etrillard

Originally from France, Olivier and his wife, a Florida native, relocated to FL in January 2019, choosing Singer Island for their new home.

Prior to arriving in the US, Olivier was an Agent with AXA Insurance near Paris for nine years. As an insurance advisor he provided innovative solutions to both private clients and business owners in areas of health insurance, disability insurance, savings, mortgage protection, retirement planning, inheritance planning, and the transfer of assets. He is proud of his reputation as a trusted advisor who carefully listens to clients and provides sound, expert advice.

In France, Olivier was actively involved in local civic life. He was President and co-founder of an entrepreneurs’ association—Sèvres Entreprendre—which focused on networking and local business development. As the Treasurer of the Paris chapter of the French American Association, he networked and established many new contacts in both the U.S. and France.

Olivier’s approach is built on providing transparent, personalized advice that fosters beneficial long term relationships with clients. His insurance industry experience and expertise, the network he has built both in France and the U.S., and his knowledge of French culture and language all bring added value to French individuals seeking financial and insurance solutions in the United States.

Olivier spends his free time with his family, discovering the Sunshine State, mountain biking, running, and scuba-diving. He and his wife also have a new puppy who they enjoy spending time with.

Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

Jacquelyn Neph

Jacquelyn Neph

Jacque joined the team at Cary Stamp & Company as a Risk Management Analyst in 2015.  Her role is to insure that the firm’s clients have an exceptional experience with the life insurance process.

After the birth of her third child, Jacquelyn received her insurance licenses in life, health and annuities. She specializes in insurance processing, design and procedures.

In her prior experiences, she has assisted representatives in the United States and abroad. Jacquelyn speaks English, Spanish and French.

Jacque spends most of her time at home in Green Bay, WI. She was a two-time All American Dancer in the State of Wisconsin, student council class treasurer, and editor of the school literacy magazine, Infinity. She was a member of Spanish Club, FLBA, VICA, Yearbook Staff, SADD, The Pom Pon Squad, French Club and a tutor for elementary students in reading and math.

After her schooling, she became a print model for magazines and spokeswoman for Vedalo sunglasses. Her voice has been used in a number of cartoon series and she has been featured in several nationwide State Farm commercials alongside Green Bay Packers quarterback Aaron Rogers. Jacque is a rabid Packers fan but is open-minded enough to be nice to Bears fans.

In personal time, Jacque is an active volunteer at the NEW Zoo, American Red Cross and Howard Suamico School District. She has four children— Madisyn, Cooper, Jagr and Raigen—and hopes to add more children to the family in the future. She resides with her significant other, Patrick, who has five of his own businesses in the Green Bay area. 

Schanne Jack

Jack Schanne

Financial Analyst

Schanne Jack

Jack Schanne

Jack brings an earnest infatuation with finance to the Cary Stamp & Company team.

Originally, he imagined a future in nuclear medicine in his first year at Wheeling Jesuit University in Wheeling, WV, where he played on the NCAA Division II basketball team. When Jack began taking business and finance classes, he quickly became intrigued with business and markets. The fire had been ignited and the financial world ultimately looked brighter to Jack than medicine. For his sophomore year, he transferred to Sacred Heart University in Fairfield, CT where he earned a Bachelor’s Degree with a double-major in Finance and Economics from the Jack Welch College of Business.

Our own Jack packs a strong industry portfolio, bringing shining credentials to the Cary Stamp and Company team, including positions with Northwestern Mutual and Winged Keel Group in Manhattan, where he assisted clients with key components of financial planning such as health and accident insurance, and assisted brokers with services involving large-scale, diverse insurance portfolios.

Jack is simultaneously responsible for his own clients while assisting other advisors with analysis and the implementation of the principled wealth process, primarily in New York Tri-State area. 

In his free time, Jack enjoys golf, basketball, tennis, squash, fishing and travel abroad. His favorite vacation destination is the less-traveled golf nirvana of Dornoch, Scotland. A self-starter, as one of six siblings, he makes it a point to stay involved in giving back to his community, one manifestation being the launch of a start-up networking forum, The Jupiter Social Club, during his time at our office in Florida.

Everybody on our team knows the future looks bright for Jack.

Stamp Sharon

Sharon Stamp

Client Concierge

Stamp Sharon

Sharon Stamp

Sharon grew up near Allentown, Pa., and attended Penn State University, where she studied Marketing & Communications. She was a member of the Kappa Alpha Theta sorority.  After starting her career in financial services in 1991, she earned her FINRA Series 7 securities license and state securities license in Illinois. She became a Registered Representative and went on to work for firms in the financial advisory industry throughout the 1990s, including Guilford Securities, Prudential Securities, and Wachovia Securities.

With in-depth knowledge of how the firm works as well as a decade of solid financial experience, Sharon currently is providing administrative support at Cary Stamp & Company, such as scheduling client phone calls/meetings, as well as event planning and assisting with firm PR and marketing.

An active and involved parent, Sharon frequently volunteered as a room mom at her daughter’s school, organizing parties and events, and as team mom for various sports. She also served on the parents' association as secretary and community events planner.  She continues to participate in various charitable organizations.

Sharon served on the gala committees for the North Palm Beach chapter of the American Cancer Society and the Health Mothers/Healthy Babies organizations. She also served on the planning committee for Loggerhead Marinelife Center’s annual “Turtlefest” event and volunteered during the event for several years. In addition, Sharon and Cary sponsor the annual Halloween party at the Edna Runner Tutorial Center in Jupiter. An animal lover, Sharon has two Maine Coon cats, Gabby and Gracie, and finds her bliss by taking long beach walks on Sunday mornings with her dog, a Maltese named Cookie.

Andrew Trammell

Andrew Trammell

Financial Paraplanner & IT Specialist, MSFP

Andrew Trammell

Andrew Trammell chose "finance" as his career direction out of a sincere desire to help people understand the "term" and the importance of applying it to their life’s plan.

Early in his career, Andrew, a husband and father of two, became passionate about financial planning and set in motion his vision to gain experience and education in the field. For nine years, he attended night school, part-time, while working a full-time job and taking care of his family.

“I chose to study finance because I want to help people overcome their money fears by breaking down complex issues.”

At Cary Stamp & Company, Andrew performs a leading role in financial plan creation, analysis, and evaluation of client information. He assists advisors with making, monitoring, and implementing recommendations that derive from the firm’s Principled Wealth Process.

Andrew draws from his technological expertise and natural ability to solve complex problems quickly. Over his career, he has excelled in leadership roles in local government. Experience in customer care roles with Bellsouth and Comcast served Andrew by developing and honing skills in training and digital media platforms. His career successes include oversight of external communications that led to designing and implementing changes that mainstreamed and standardized processes; and the expansion of digital outreach that broadened the accessibility of new and improved products.

Andrew topped the Dean’s List with honors throughout his college career. He holds a Master’s Degree in Financial Planning from Kansas State University and earned his Bachelor’s Degree from Florida Atlantic University. He also holds a Certificate in Financial Therapy and Planning.

He makes it a priority to share his knowledge and his ‘can-do’ philosophy with others through a host of education and networking forums.

In his leisure, Andrew, who lives in Wellington, FL enjoys spending time with family, reading, and pursuing his appreciation of film.