Our Team

Craig M. Stanley, CPA, CPFA

Financial Advisor & Lead Partner, Retirement Plan Consulting

cstanley@summitgroupva.com

757.499.8300

LinkedIn Profile
As the leader of our 401(k) Consulting practice, Craig provides independent advice to plan fiduciaries and assists in the development of processes to achieve prudent investment management, proper fiduciary oversight, and overall employee success.

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Craig is also a financial consultant and provides individuals, retirees, and retirement plan participants with comprehensive planning, education and analysis in an effort to assist them in attaining their financial and retirement goals.

He is a frequent author, speaker, and advocate in the retirement plan industry. He serves on multiple industry-advisory boards across the country, including the Steering Committee for the retirement plan industry's largest national convention as well as the Board of Directors for the American Red Cross of Coastal Virginia.

Craig is a graduate of James Madison University where he earned a B.B.A. in Accounting. Prior to joining our firm, he began his career as a senior auditor with KPMG LLP and served as the Controller for one of the largest mortgage companies in the mid-Atlantic region.

Recent Accolades:
  • "Top 401 Retirement Plan Advisors" – The Financial Times
  • “Top Forty Under 40” – Inside Business: Hampton Roads Business Journal
  • "Top 50 Plan Advisors Under 40" in the U.S. – National Association of Plan Advisors
  • “Super CPA” for Employee Benefits – Virginia Business magazine
  • “Super CPA” for Financial Planning – Virginia Business magazine
Licenses/Credentials:
  • CPA, Certified Public Accountant designation (Virginia)
  • CPFA, Certified Plan Fiduciary Advisor designation
  • SEC Registered Investment Advisor Representative
  • FINRA Series 6, 7, 63 and 65 securities registrations
  • Life, Health and Variable Annuity License

Lieren Timeus, CPFA

Retirement Plan Advisor

ltimeus@summitgroupva.com

757.499.8300

LinkedIn Profile

Lieren joined our firm in 2016 and serves as a Retirement Plan Advisor on our 401(k) Consulting Team. As a securities-registered associate, Lieren is involved with many aspects of our ongoing plan advisory services, including our investment monitoring process and plan reviews. In addition, Lieren serves as a direct resource for investment and retirement inquiries from employees and assists with our ongoing employee engagements and financial wellness initiatives.

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Lieren is a graduate of the University of Arizona where she earned a B.A. in Finance. Her previous roles include serving as Operations Manager of a specialized wealth management firm, as well as Portfolio Manager with SunTrust Bank.

Licenses/Credentials:

  • CPFA, Certified Plan Fiduciary Advisor designation
  • FINRA Series 7, 63, and 65 securities registrations
  • SEC Registered Investment Advisor Representative
  • Retirement Plan Fundamentals (RPF) certificate – American Society of Pension Professionals and Actuaries (ASPPA)

Sarah DeLacey

Client Operations Associate

sdelacey@summitgroupva.com

757.499.8300

LinkedIn Profile

Sarah joined our firm in 2013 and serves as a Client Service Associate to our 401(k) Consulting and Individual Financial Consulting clients. She oversees many of our internal operations and marketing initiatives, as well as assists with the day-to-day happenings of our clients, plans our service-points throughout the year, and prepares plan reviews and deliverables.

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Sarah is a graduate of the University of Virginia where she earned a B.A. in History. After college, she spent several years working as an assistant registrar for a private university in Richmond, VA before moving back home to Hampton Roads and beginning her career in the financial services industry.

Certifications:

  • Retirement Plan Fundamentals (RPF) certificate – American Society of Pension Professionals and Actuaries (ASPPA)

401(k) Consulting isn’t the only thing we’re great at.
Here’s the rest of our Summit Group team:

Mark Batzel, MSFS, CFBS, AEP

Managing Partner

Jeffrey Silverman

Managing Partner

David Stockmeier

Managing Partner

Ashley Galler, CFP®

Financial Advisor

Kevin Letellier

Lead Partner, Corporate Group Benefits

Dawn Smith

Client Relationship Manager

Katie Pepple

Individual Insurance Manager

Melinda Guenzi

Administrative Associate

Kerry Heyman

Health Benefits Coordinator

Contact Us

Have a question? Want to talk about how to evolve your retirement plan and elevate the retirement success of your employees?

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