Our Team

Craig M. Stanley, CPA, CPFA

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 their employees in order to achieve prudent investment management, proper fiduciary oversight, forward-thinking plan design, 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 has served on multiple industry-advisory boards across the country, including the Steering Committee for the retirement plan industry’s largest national convention.  He also continues to volunteer as an industry delegate on Capitol Hill, meeting with lawmakers to help advocate for retirement plans and the hardworking employees that rely on them.

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:
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, CFP®, CPFA

Senior Retirement Plan Advisor

ltimeus@summitgroupva.com

757.499.8300

LinkedIn Profile

Lieren joined our firm in 2016 and serves as a Senior Retirement Plan Advisor on our 401(k) Consulting Team.  Lieren is involved with many aspects of our ongoing plan advisory services, including performing fiduciary plan reviews and overseeing our investment monitoring process. In addition, as a CERTIFIED FINANCIAL PLANNERTM, Lieren provides financial coaching to employees and assists with our ongoing 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:

  • CFP®, CERTIFIED FINANCIAL PLANNERTM Professional
  • 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)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Sarah DeLacey

Client Operations Manager

sdelacey@summitgroupva.com

757.499.8300

LinkedIn Profile

Sarah joined our firm in 2013 and serves as a Client Operations Manager to our 401(k) Consulting and Individual Financial Consulting clients. She oversees many of our internal operations and administration, coordinates the delivery of client services, and serves as a project manager on larger client initiatives such as changes to plan design or plan providers.

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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)

Colin Ragsdale, CPA CPFA

Retirement Plan Advisor

cragsdale@summitgroupva.com

757.499.8300

LinkedIn Profile

Colin joined our firm in 2021 and serves as a Retirement Plan Advisor on our 401(k) Consulting Team, serving as a day-to-day contact for our plan sponsor clients and supporting the ongoing services we provide.  As an Investment Advisor Representative, Colin also provides beneficial financial guidance to the numerous employees participating in the retirement plans we consult.

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Colin is a graduate of Liberty University where he earned a B.S. in Accounting. Prior to joining Summit Group, Colin served as a Senior Associate with KPMG LLP and as a Senior Accountant with Harbor Group.

Licenses/Credentials:

  • CPA, Certified Public Accountant (Virginia)
  • CPFA, Certified Plan Fiduciary Advisor designation
  • FINRA Series 65 securities registration
  • SEC Registered Investment Advisor Representative
  • 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:

Jeffrey Silverman

Managing Partner

Mark Batzel, MSFS, AEP

Lead Partner, High Net Worth Strategies & Estate Planning

David Stockmeier

Lead Partner, Wealth Management

Ashley Dorroh Galler, CFP®

Lead Partner, Financial Planning

Kevin Letellier

Lead Partner, Corporate Group Benefits

Dawn Smith

Operations Director & Client Relationship Manager

Jimmy Phillips

Financial Analyst

Katie Pepple

Director of Insurance Services

Kerry Holgate

Director of Health & Corporate Benefits

Adrianne Witt

Account Executive, Corporate Benefits

Leslie Crocker

Investment Platform Administrator

Brooke Cabeceiras

Wealth Management Team

Melinda Guenzi

Client Relationship Team

Erika Taylor

Client Relationship Team

Sebastian Torres

Client Relationship Team

Alyson Pantalo

Client Relationship Team

Catherine Giordano

Client Relationship Team

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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