About
Your Team
Caleb Stapp
In addition to serving you, Caleb knows that the biggest difference he will make in this world is by raising responsible citizens who give back because of their faith. Caleb and his wife, Elisa, met in college and now homeschool their children: Micah, Amelia, Joel, Anna and Patrick.
Between 2010 and 2019, Caleb served as a pastor on staff at a church in Deer Park, WA. He and his family are still highly involved in a local church in North Spokane and have the pleasure of serving and giving more than ever before. Caleb & Elisa serve together musically and then all the kids join them to greet guests together as a family.
Caleb began investing for his future soon after college and in 2019 his own financial advisor suggested that he explore serving Deer Park in a new way. Caleb was excited to leap into a new opportunity to make a difference in Deer Park after seeing the difference his own financial advisor had made in his family’s life. At first Caleb joined a BIG firm with incredible training and support and after gaining the experience he needed to develop his own practice he launched Deep Creek Financial Planning to build a more personalized experience for his clients.
Caleb also serves as Board Secretary with the Chewelah Chamber of Commerce and helps welcome new neighbors to Chewelah, Deer Park, and North Spokane.
Schedule a Discovery Call by calling 509-241-8306 and take advantage of our no-cost Sleep On It process to get the information you need to make an educated and informed decision about our firm.
Katy Cox
Katy Cox is our Client Care Specialist responsible for making sure you are cared for and your needs are met. With two decades of industry experience and a kind and caring attitude Katy is a key part of why Deep Creek earns its reputation for premium service each and every day.
While Caleb lives and works in Deer Park, WA and the surrounding communities of Chewelah and Spokane, Katy helps empower our multi-state approach as she works from her home in Texas. Together your Deep Creek team serves clients in Washington, Texas, California, Virginia, Georgia, and Ohio.
Ryan Zimmerman
Ryan is the trading specialist on the Deep Creek team and works remotely from Western Washington. To make sure that Caleb stays focused on your top priorities, Ryan steps in to handle all the portfolio rebalancing. Ryan has been in his role for 3 years and helps run a local children’s community theater in his free time since he enjoyed participating in it so many years ago.
We will also serve as the quarterback of your professional team to facilitate communication and collaboration on your behalf. We’ll talk about you behind your back in the best way possible to help you win the tax game and leave a lasting legacy.
Brandon Palm2024-11-01 Caleb has been outstanding to work with. His knowledge and expertise are impressive, and he genuinely cares about his clients. He’s a great guy to talk to and has been incredibly helpful with all my financial questions. Matt Miley2024-10-31 Very grateful for Caleb Stapp at Deep Creek Financial Planning. Other than a 401k through my company, my wife and I had not really planned well for retirement. Caleb "listened" to our story, "helped" us see our options, and then "guided" us in setting up some short term and long term goals. He continues to help us work toward those goals and lets us know clearly how we're doing so we don't have to guess! Don't wait too long like we did. Start thinking about your family's financial future now and let Caleb help get you there. Cathy Kaden2024-10-24 Caleb takes the time to get to know you and your comfort level of investing. He explains everything so you understand and answers all questions. I feel very comfortable with him as my financial adviser and am very fortunate to have found him. I highly recommend him. Dave Roberts2024-10-17 I highly recommend Caleb for his knowledge and expertise in investments, he is friendly and has good communication skills, he gives me peace of mind that my investments are managed well. Dawn Hanson2024-10-16 Caleb is friendly and a great communicator. He is well prepared at every meeting. He carefully explains all the charts and graphs he has prepared for us and answers all our questions. He is very professional. We enjoy meeting with him. Duffy Burkey2024-09-29 If you're looking for an honest and transparent financial advisor give Caleb a call. He takes the time to understand your situation and goals. You'll have peace of mind knowing your money is in good hands. Tara Newman2024-09-14 We have been extremely impressed with the initial meetings with Caleb, which have proven to be exceptionally productive. His extensive expertise in wealth planning is evident, but it is his genuine commitment to understanding and prioritizing clients' futures that truly distinguishes him. We highly recommend connecting with Caleb to explore how his personalized approach can significantly enhance your financial strategy and optimize your future goals. His dedication and proficiency make him an invaluable resource for anyone looking to elevate their wealth planning.