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Securing and strengthening

financial futures for generations to come

Meet Our Team

Stapp Financial’s team of knowledgeable and dedicated professionals have a diverse array of business and personal financial planning experience. We are dedicated to providing the best service to our clients. We invite you to contact us directly and look forward to getting to know you on a personal level.

Gregory T. Stapp, CPA, PFS, CFP® - Founder & Managing Member
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Rebecca Stapp - Investment Advisor Representative
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Claire Thompson, EA - Senior Accountant & Tax Specialist
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Cassandra Fogel
- Client Accounting Specialist 
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Jessica York - Client Accounting Specialist 
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Thomas Stapp - Para Planner
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Libby - Public Relations Manager
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