Kevin Canterbury • C.L.U., ChFC
Kevin Canterbury is Managing Director & Founder of Redstone Capital Management, LLC. He joined the Army immediately after graduating from high school, attending Military Police School in Fort McClellan, Alabama. During his 4½ years of domestic and international service, Kevin’s duty stations included Japan, Alaska and several locations in Central America.
Kevin began his career in the financial services industry in 2004, earning his CLU and ChFC Designations early on, while working for a Fortune 500 financial advisory firm. Kevin launched his independent firm in 2010 and brings a wealth of investment and insurance planning knowledge, while working closely with dozens of successful individuals and families.
Kevin believes personalized service is essential when determining the appropriate financial products and services for meeting the needs of each client. He is dedicated to understanding the client’s personal goals and aspirations, doing so through one-on-one meetings in order to develop a customized plan for their financial security.
Kevin understands there are various stages of life: Purchasing a new home, funding a child’s college education, maturing business ownership or planning for retirement. He firmly believes a financial plan must reflect each individual’s personal or business objectives. Once the customized financial plan has been implemented, Kevin continues to work closely with the client, so that all objectives are successfully achieved. Through ongoing monthly and quarterly meetings and reviews, he ensures that each client feels a sense of confidence and comfort, as any necessary changes or updates are made to the financial plan. Kevin is a graduate of Minnesota State University in Mankato, Minnesota, having earned a bachelor’s degree in Business. He holds a Series 7 securities license, in addition to his Life and Health Insurance licenses.
Kevin has lived in Phoenix since 2002. In his free time, he enjoys playing golf, hiking, and exploring Arizona.
Curt Stauffer • CIO
Curt Stauffer is Chief Investment Officer for Seven Summits Capital & Redstone Capital Management.
Before forming Seven Summits Capital, LLC in 2012, Curt was a Principal Shareholder and Chief Investment Officer of a boutique wealth management firm with over $180 million of assets under management. From 1997 to 2008, he began his investment career as a Portfolio Manager and equity analyst with Martindale Andres & Company, a Philadelphia area boutique asset manager and mutual fund manager, and later served as Senior Portfolio Manager with M&T Capital Advisors and then PNC Wealth Management.
Curt's primary investment experience has been working with high net worth individuals, as well as non-profit institutions. He has broad investment expertise to include securities research, portfolio management, credit analysis, and investment strategy. Before entering the investment profession, Curt was a commercial banker. With over thirty years of experience evaluating whether a company is creditworthy or whether a company is an attractive investment, Curt looks at the building and managing of stock and bond portfolios as an exercise in distinguishing between good, exceptional, and poor business enterprises. Thirty years of seeing businesses as wealth-building enterprises have helped Curt develop a process of assessing intrinsic value and spotting opportunities where market prices deviate significantly from the cash flow derived value of the enterprise. This fundamentally centered process is designed to build long-term durable wealth for clients, but such a process requires a long-term commitment and the ability to separate the difference between market price and forward-looking value.
Curt's understanding of what attributes are necessary to succeed in business extends to his work with non-profit organizations. He previously served as President of the Central PA Chapter of JDRF (Juvenile Diabetes Research Foundation), President of the Manheim Township Educational Foundation, and was a member of the Executive Committee of the Board for the Penn State University Four Diamonds Fund, the childhood cancer foundation, which is the sole benefactor of the annual Penn State THON dance marathon. Curt's leadership involvement with each of these organizations coincided with periods of significant transition, whereby each organization achieved noteworthy milestones that enabled an upward transition in growth and ability to achieve their respective missions.
Jacquie LeMarr • Investment Advisor Representative
Jacquie LeMarr is an Investment Advisor Representative at Redstone Capital Management LLC.
Jacquie brings a unique goal-driven perspective to her clientele as a result of being a former four-time Academic All-American Division One golfer at UCLA prior to finishing her career at Northern Arizona University. Setting high-performance goals has been a part of Jacquie's life, beginning at a very young age. Her relentless work ethic and goal-driven personality not only rewarded her with great success on the golf course but in the classroom, where she earned a Bachelor's Degree in Journalism, graduating Magna Cum Laude. After her undergraduate academic and athletic achievements, Jacquie attended the Sandra Day O'Connor College of Law, earning her master's degree in Sports Law and Business.
Jacquie had a variety of professional experiences before joining Redstone. She was the Assistant Director for the Nike Junior Golf Academy, and her past financial services experience spans working for an independent investment advisory firm in the Phoenix area and Charles Schwab. She successfully earned an SIE designation and Series 63 and 65 licenses.
Jacquie exhibits the focus and discipline of an elite athlete as a financial advisor at Redstone Capital Management. Jacquie's high-performance mentality now manifests itself more as a financial coach to young, affluent professionals who are striving to establish life and financial goals, as well as a plan to realize these goals. Because of her understanding of what it takes to succeed as a young woman in highly competitive endeavors, Jacquie is uniquely qualified to work with ambitious and successful women and female athletes in areas of financial literacy, goal setting, and wealth accumulation.
She prides herself on encouraging her clients to approach investing and wealth planning as a learning opportunity. She believes in the empowerment which comes from developing a personal relationship with a trusted advisor, frequent communications, and a truly bespoke approach to personal wealth management.
Stephanie • Office Manager
Stephanie is the office manager for Redstone Capital Management and provides administrative services for Seven Summits Capital. In addition to Stephanie’s strong organizational skills, she has many years of experience in accounting. Before joining Redstone, she was the senior accountant for a Fortune 500 company.
Stephanie is a long-time resident of Phoenix, having moved to the area in 2003 from Indianapolis, IN to attend Western International University, where she earned a degree in Accounting.
When Stephanie is not bringing order and juggling the responsibilities of a rapidly growing boutique wealth management organization, she enjoys hiking and cycling, and when she relaxes, she enjoys reading a good book.