Whether you are growing your wealth, already retired or thinking about retirement, or going through other transitions such as having children or selling a business, Stapp can help. We work with you to develop a personalized investment and financial strategy to achieve your unique financial goals.
Greg has been helping people with their finances since 1985. He has extensive experience with income tax planning and preparation, in addition to financial planning. His unique experience allows him to provide a detailed perspective when it comes to your financial planning and wealth management.
Thomas has been a part of Stapp Wealth Management since 2017. He works directly with clients on financial planning issues and guides all research into our investment management process.