Apps

Meet our team

Gregory T. Stapp, CPA, PFS, CFP®
Founder & Managing Member

Rebecca Stapp
Investment Advisor Representative

Claire Thompson, EA
Senior Accountant & Tax Specialist

Jessica York
Client Accounting Specialist

Thomas Stapp
CFP Candidate

Jeremy Germann, CPA, EA
Senior Accountant & Tax Specialist

Ryan Patterson
Accounting Intern

Libby
Public Relations Manager

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