Stapp Financial Team

Relationships

Our team members develop relationships helping others achieve their financial goals.

That is why we enjoy coming to work...

Our Financial Professionals

Gregory T. Stapp, CPA/PFS, CFP®

Greg has provided accounting and financial planning services since 1985. He holds a Master of Science degree in financial planning. He is a CPA, a CFP® and a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants.

Greg has been quoted in several publications including Ticker, Forbes, Medical Economics, The Seattle Times and The Olympian. He has been recognized as one of the Nation’s 150 best financial advisers for Doctors every year since 2000 in Medical Economics Magazine.

Contact Greg via email at gstapp@stappfinancial.com.

Kathleen Drysdale, EA, Certified QuickBooks ProAdvisor

Kathleen is recognized as an enrolled agent with the Internal Revenue Service. As such, she can represent taxpayers before the IRS. The right to represent taxpayers before the IRS is awarded only to selected groups of individuals, including attorneys, certified public accountants (CPAs), enrolled actuaries, and enrolled agents.

She has over 10 years of experience working in the field of taxation.

Kathleen is in charge of supervising the tax services at Stapp Financial.

Kathleen is certified as a QuickBooks ProAdvisor.

Contact Kathleen via email at kdrysdale@stappfinancial.com.

Becky Stapp, BA

Becky assists with the coordination of the financial planning process. This includes processing of client investment trades and assisting with the financial planning process.

She has bachelor degrees from Pacific Lutheran University and Saint Martins College.

Becky is currently studying to become a CFP® professional.

Contact Becky via email at bstapp@stappfinancial.com.

Peg Hinshaw

Peg has over 10 years experience preparing tax returns for clients. Peg prepares individual, corporate and partnership tax returns.

Peg attends courses each year to keep her abreast of the changing tax laws.

Contact Peg via email at phinshaw@stappfinancial.com.