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Personalized Planning and Advice to Protect and Grow Your Wealth

As you work with the Stappas Team to craft your personal plan – a comprehensive list of all strategies to ensure your financial well-being – we’ll be with you every step of the way.  This starts with learning what inspires you, what concerns you, and what you want to achieve.  By developing a deep, caring relationship with you, we can confidently design a custom-tailored plan for you, your family, and/or your business.  This comprehensive plan is the framework that supports your family, your lifestyle, and your aspirations.

While our relationship with you is in the forefront, our affiliations within the Stappas Team, the Summit Financial team, and a broad range of financial services providers are what allow us to deliver top level products and services.  It is our focus on people and our relationships with them, that lifts us above the average investment advisor – while we’re proud of our numbers, it’s our exceptional relationships that keep us engaged and excited about coming to work.

We Don’t Just Build Plans, We Build Relationships

About Us

Our Approach

Our Services

Who We Serve

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Approach

Our Approach

We focus on providing the help you need to simplify the complexities of managing, growing, and protecting your wealth. A significant part of our approach is listening and asking questions to understand the importance of your passions in life, your hopes and dreams, and your unique challenges and concerns. With this in mind, we craft solutions that fit your situation perfectly.

While you might reasonably expect us to be interested in your finances, we also want to know about you – your family, your beliefs, your occupation, and your recreational interests. We strive to be among the first calls you make when you receive big news, whether good or bad. We look forward to becoming your trusted confidante, as the more we know, the more we can help and the greater benefit we can provide.

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Our Philosophy

Our Philosophy

Chris is centered on the principle that he should enhance everything he touches, no matter how big or small. Chris’ philosophy is significantly influenced by his involvement in scouting and his achievement of the rank of Eagle Scout. His scouting experience was centered around living the principles of the Scout Oath and the Scout Law. These tenets focus on the importance of character, responsibility, integrity, and service to others. One of Chris’ most memorable teachings was “always leave a campsite in better shape than you found it”. And he has applied and lived that lesson in adulthood in his personal and professional life. Today, Chris is still trying to live by those same principles and focuses on instilling these same fundamentals in his children and his team, so they can help make things better for the people and world around us.

Whether it is interacting with his clients, his family, his community, or simply speaking with his grocery store cashier, Chris strives to be a source of positivity, encouragement, and inspiration, and leave every experience better for it.

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