We’re excited to welcome all First Foundation Bank customers to Sunflower Bank’s accounts and services. Please access online banking portals through the Login box. For helpful information, please visit SunflowerBank.com/MergerUpdates.
Roger Stinnett, CFP®, CIMA®, CPA/PFS®
Managing Director, Wealth Management
Roger Stinnett serves as Managing Director of Wealth Planning for FirstSun Advisors, where he specializes in helping high-net-worth individuals and families navigate complex tax, retirement, estate, and wealth transfer planning matters.
With more than 30 years of experience in financial planning and advisory services, Roger has held leadership positions with FirstSun Advisors, Westmount Asset Management, City National Bank, and Ernst & Young. He brings deep technical expertise and a comprehensive approach to wealth planning, helping clients make informed decisions aligned with their long-term goals.
Roger is a CFP®, CIMA®, and CPA/PFS® professional and earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from the University of Arizona. He also previously served on the Advisory Board and Editorial Review Board for the Journal of Financial Planning.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.