Our Team

Craig M. Stanley, CPA, CPFA

Lead Partner, Retirement Plan Consulting

757.499.8300

As the leader of our Retirement Plan Consulting practice, Craig provides independent advice to retirement plan fiduciaries on fiduciary governance, investment oversight, vendor evaluation, fee benchmarking, plan design, and retirement plan strategy. He works closely with retirement plan committees, executive teams, HR leaders, and employees to help organizations strengthen fiduciary processes, improve retirement readiness, and achieve better outcomes for their workforce.

Craig has been recognized numerous times as a Top Retirement Plan Adviser by PLANADVISER and is a frequent speaker, author, and advocate within the retirement plan industry. He has served on multiple industry advisory boards across the country, including the Steering Committee of the retirement plan industry’s largest national conference. He also volunteers as an industry advocate on Capitol Hill, meeting with lawmakers to support policies that strengthen workplace retirement plans and improve retirement readiness for American workers.

Craig earned a Bachelor of Business Administration in Accounting from James Madison University. Prior to joining Summit Group, he began his career as a Senior Auditor with KPMG LLP and later served as Controller for one of the largest mortgage companies in the Mid-Atlantic region.

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

Retirement Plan Advisor

ltimeus@summitgroupva.com

757.499.8300

LinkedIn Profile

Lieren Timeus joined our firm in 2016 and serves as a Retirement Plan Advisor. She works closely with retirement plan sponsors to deliver fiduciary plan reviews, investment oversight, plan design consulting, vendor oversight, and employee engagement strategies that help improve retirement outcomes.

As a CERTIFIED FINANCIAL PLANNER™ professional, Lieren also provides financial coaching to employees and plays a key role in our financial wellness initiatives, helping individuals build confidence in their financial future.

Lieren earned a Bachelor of Arts in Finance from the University of Arizona. Prior to joining Summit Group, she served as Operations Manager of a specialized wealth management firm and as a Portfolio Manager with SunTrust Bank, bringing valuable investment and client service experience to our team and clients.

Licenses/Credentials:

CFP®, CERTIFIED FINANCIAL PLANNER^TM 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 our Client Operations Manager. She oversees many of the firm’s operational processes and plays a central role in coordinating the delivery of client services, helping ensure a consistent and high-quality experience for both clients and team members.

Sarah also serves as project manager for complex client initiatives, including retirement plan provider transitions, plan design changes, and other strategic projects. Her organizational expertise and attention to detail help drive successful outcomes while keeping projects on track and stakeholders informed throughout the process.

Sarah earned a Bachelor of Arts in History from the University of Virginia. Prior to joining Summit Group in 2013, she worked as an Assistant Registrar at a private university in Richmond, Virginia before 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. He partners with organizations to deliver independent retirement plan consulting, helping plan fiduciaries strengthen governance, enhance investment oversight, optimize plan design, and improve employee retirement outcomes.

Colin also supports the employee education, engagement, and financial wellness initiatives we deliver through the retirement plans we consult, helping employees build confidence in their financial future.

Colin earned a Bachelor of Science in Accounting from Liberty University. Prior to joining Summit Group, he served as a Senior Associate with KPMG LLP and as a Senior Accountant with Harbor Group, bringing a strong background in accounting, financial analysis, and client service to our team and clients.

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)

Kristina Hoard

Retirement Plan Consultant

khoard@summitgroupva.com

757.499.8300

LinkedIn Profile

Kristina joined Summit Group 401(k) Consulting in 2026 as a Retirement Plan Consultant. She works closely with retirement plan sponsors to deliver fiduciary plan reviews, investment monitoring, plan design consulting, vendor oversight, and employee engagement strategies that help improve retirement outcomes.

Kristina also supports the employee education, engagement, and financial wellness initiatives we deliver through the retirement plans we consult, helping employees build confidence in their financial future.

A graduate of Michigan State University with a Bachelor of Arts in Finance, Kristina brings a wealth of retirement plan industry experience to our team. Before joining Summit Group, she held positions with Empower, Capital Group, and T. Rowe Price, giving her a well-rounded perspective on the evolving needs of retirement plan sponsors and participants.