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

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Peter Stevens, CFS®

Senior Financial Advisor
Peter@CaryStamp.com

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Financial Analyst Jack Schanne

Jack Schanne, CFP®, RICP®

Chief Investment Officer
Financial Advisor
Jack@CaryStamp.com

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Ryan Swenson Financial Analyst

Ryan Swenson, CEPA®, RICP®

Chief Growth Officer
Financial Advisor
Ryan@CaryStamp.com

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2[1]

Rob Taylor, CFP®

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

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1[1]

Dustin Insley                    

Financial Advisor
Dustin@CaryStamp.com

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Matthew Mellusi Financial Analyst

Matthew Mellusi, MSFP, CFP®, RICP®, EA

Financial Planner
Financial Advisor
Matt@CaryStamp.com

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3[1]

Andrew (A.J.) Outcalt, CFP®, AIF®, CPFA®

Financial Advisor
AJ@CaryStamp.com

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Management & Associates

Final Pics

Patrick Thompson

Chief Operating Officer

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Colleen Kunzelmann - Headshot - 09.29.23

Colleen Kunzelmann, FPQP®

Administrative Assistant

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StampSharon

Sharon Stamp

Client Concierge

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4[1]

Sarah Graham

Marketing Coordinator

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Mateo Perez-Barrero

Financial Analyst

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Leslie Soufis

Administrative Assistant

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Mackenzie Teper

Financial Analyst

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Petros Pappalas

Partnership Coordinator

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