A Multigenerational Team of Principled Wealth and Financial Advisors Devoted to Your Success
Financial Advisors



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



Frank Francese
Financial Advisor, MBA



Dan Roth, ChFC®
Financial Advisor



Rob Taylor, CFP®, CLU®, AEP®
Financial Advisor



Josh J. Weller, AIF®
Financial Advisor
Management & Associates



Patrick Thompson
Chief Operating Officer



Liz Bradley
Executive Assistant



Shannon Diaz
Administrative Assistant



Jacquelyn Neph
Risk Management Analyst



Jack Schanne
Financial Analyst



Sharon Stamp
Client Concierge



Andrew Trammell, MSFP, CFP®
Financial Paraplanner & IT Specialist
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