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 
CEO / Financial Advisor
Cary@CaryStamp.com

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Principled-Wealth-Management-Dan-Roth-ChFC-Jupiter-Florida

Dan Roth, ChFC®

Financial Advisor
Dan@CaryStamp.com

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Financial Analyst Jack Schanne

Jack Schanne, CFP®, RICP®

Financial Advisor
Jack@CaryStamp.com

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Financial Advisor Rob Taylor

Rob Taylor, CFP®

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

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Ryan Swenson Financial Analyst

Ryan Swenson, RICP®

Financial Advisor
Ryan@CaryStamp.com

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Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh Weller, AIF®, RICP®

Financial Advisor
Sustainable Investing-ESG
Josh@CaryStamp.com

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Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

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Shay-Diaz-Cary-Stamp-and-Co

Shay Diaz

Executive Assistant

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Austin-Kuyrkendall Final

Austin Kuyrkendall

Financial Analyst

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Matthew Mellusi Financial Analyst

Matthew Mellusi, MSFP, RICP®

Financial Analyst

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StampSharon

Sharon Stamp

Client Concierge

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