Important Fraud Alert: We have received reports from customers of phone, electronic, and mailed communications that falsely represent Sunflower Bank and/or our employees. If you are contacted by someone claiming to be from Sunflower Bank attempting to gain access to account information, password, or other sensitive information, contact us directly through a verified phone number. Remember, we will never ask you to provide your online banking login credentials or account information. Customer Care is available at 888.827.5564 for additional assistance.
Roger Stinnett, CFP®, CIMA®, CPA/PFS®
Managing Director, Wealth Planning
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 (formerly First Foundation 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.