Formed in 1996 as a fee-only fiduciary firm, our mission is to help individuals just like you work through life’s financial challenges. From retirement planning to tax strategies, we work to ensure you are on the right financial path. Our team has the expertise and adaptability to help you reach your goals and give you peace of mind, so you have confidence in your financial future.
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. Greg is a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) designation. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. He has an undergraduate degree from Whitworth University and Master in Science in Financial Planning from the College of Financial Planning in Denver, Colorado.
Thomas has been a part of Stapp Wealth Management since 2017. He works directly with clients on financial planning issues and guides our research into our investment management process. Thomas holds the CERTIFIED FINANCIAL PLANNER™ certification. He has a Bachelors of Business Administration degree in Financial Planning from Baylor University.
Becky has 20 years of experience helping clients with financial issues. You will find her working extensively in client interactions, investment trading and money requests. She holds a Series 65 securities license. She has a BFA from Pacific Lutheran University.
Libby has twelve years experience in public relations and Director of First Impressions. Sometimes she is caught sleeping on the job but overall is very reliable.
Andy is a new intern in the public relations department. He is still learning the ropes. He brings a positive attitude and energy to the office.
