A Multigenerational Team of Principled Wealth and Financial Advisors Devoted to Your Success
Financial Advisors
Cary Stamp
CEO / Financial Advisor
CFP®, CDFATM, AIF®, CAP®, AEP®
Frank Francese
Financial Advisor, MBA
Dan Roth
Financial Advisor, ChFC®
Rob Taylor, CFP®, CLU®
Financial Advisor
Josh J. Weller
Financial Advisor
Management & Associates
Patrick Thompson
Chief Operating Officer
Liz Bradley
Executive Assistant
Jacquelyn Neph
Risk Management Analyst
Jack Schanne
Financial Analyst
Sharon Stamp
Client Concierge
Andrew Trammell, MSFP
Financial Paraplanner & IT Specialist
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