Financial Advisors

Cary Stamp
CFP®, CDFATM, AIF®, CAP®, AEP®
CEO / Financial Advisor
Cary@CaryStamp.com



Frank Francese
Financial Advisor, MBA
Frank@CaryStamp.com



Dan Roth, ChFC®
Financial Advisor
Dan@CaryStamp.com



Jack Schanne, CFP®
Financial Advisor
Jack@CaryStamp.com



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



Ryan Swenson
Financial Advisor
Ryan@CaryStamp.com
Management & Associates



Patrick Thompson
Chief Operating Officer



Liz Bradley
Executive Assistant



Shannon Diaz
Client Services Assistant



Matthew Mellusi
Financial Analyst



Jacquelyn Neph
Risk Management Analyst



Sharon Stamp
Client Concierge