Over the years, we have found that a team approach is most effective to serve clients who have a wide variety of needs as they maneuver through a complex world. Each of us is a passionate, knowledgeable professional, committed to creating a caring and collaborative relationship with you. You’ll get to know the entire team, as different team members have varied responsibilities within overlapping areas of expertise. Whatever your needs at any moment, our team will strive to provide assistance seamlessly, making sure your needs are met efficiently and effectively.
Private Wealth Advisor
Associate Wealth Advisor
Registered Client Service Associate
Executive Assistant / Insurance Coordinator
Client Service Associate
The Stappas Team is proud to be part of Summit Financial, LLC, one of the preeminent independent financial planning firms in the country, which means two important things for you. First, we serve as a fiduciary, and as such are bound legally and ethically to always act in your best interests at all times. Second, as your personal advisor, we can choose investment and insurance solutions from any number of providers – selecting those that best fit your needs. We are not affiliated with a single solution provider. So we can offer conflict-free advice and access to top-tier solutions from across the industry, including a wide array of alternative investments.
Summit’s secret advantage is our Professional Strategy Team. While signing on with the Stappas Team gives you the benefit of our broad expertise, you also have access to the assembled wisdom of the Professional Strategy Team. This dedicated group of tax specialists, insurance specialists, CPAs, CFAs, and attorneys serves as our internal consultants. With deep subject knowledge and deft research skills, they help to ensure that no opportunity is missed, and that the strategies recommended for you are the perfect fit. We are confident that no matter how complex your situation is, we have the resources to handle it.
Director of Integrated Planning Group
Chief Legal Officer
Chief Wealth Strategist
Chief Compliance Officer
Director of Marketing
Chief Technology Officer
Director of Investment Operations
Director of Insurance
Chief Administrative Officer
Associate Director of Investment Management
Senior Tax Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.