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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Lorraine Bunnell, CPA - Tax Manager
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Rebecca Stapp - Client Service Manager
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Christie Roller - Senior Accountant
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Cassandra Fogel

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Jessica York
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Liz Arp
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Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
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Using File Exchange


Phone: 360.754.8895 • Fax: 360.754.8896