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

debbie-craig-team

Debbie Craig, CFP®, RICP®

Senior Financial Advisor
Debbie@CaryStamp.com

Financial Analyst Jack Schanne

Jack Schanne, CFP®, RICP®

Chief Investment Officer
Financial Advisor
Jack@CaryStamp.com

Ryan Swenson Financial Analyst

Ryan Swenson, RICP®

Chief Growth Officer
Financial Advisor
Ryan@CaryStamp.com

Financial Advisor Rob Taylor

Rob Taylor, CFP®

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

Matthew Mellusi Financial Analyst

Matthew Mellusi, MSFP, CFP®, RICP®

Financial Planner
Matt@CaryStamp.com

Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

Shay-Diaz-Cary-Stamp-and-Co

Shay Diaz

Executive Assistant

Austin Headshot Cropped_min

Austin Kuyrkendall

Financial Analyst

Colleen Kunzelmann - Headshot - 09.29.23

Colleen Kunzelmann

Administrative Assistant

anna-mckinnon-team

Anna McKinnon

Client Services Associate

StampSharon

Sharon Stamp

Client Concierge

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.