We don’t blame others or justify our actions when we make a mistake; we take responsibility. It’s the only way we can make sure your interests are always first.
Specialties: Creating Business Value, Private Business Wealth Management, Business Succession Planning
Josh’s passion in life is helping private business owners create extraordinary value with their businesses and lives. As a Certified Financial Planner® and a Financial Transitionist®, he knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same.
As a former blogger for the New York Times, Josh shared his tips for preparing for the future in his book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. He has taught over 200 seminars and hundreds of companies over the past 35 years.
Specialties: Retirement Planning, Wealth Management, Investment Planning
Chris has always had an interest in business and finance. His parents owned their own businesses, and he grew up learning the ins and outs of what makes businesses work. With years of experience in the field of financial planning and advising, he has the technical competence necessary to help those in challenging life situations prepare for what’s next.
Chris prioritizes your personal goals above all else. He does this by listening well and understanding what’s important for you and your family. His favorite thing about his job is helping those who are getting for retirement go through the retirement process and feel confident about their future. Outside of work, Chris is passionate about playing basketball.
Specialties: Life Changes, Wealth Management, Retirement Planning
Sandie’s first job was a Probate Distribution Specialist, where she saw first hand how the planning decisions people made affected their lives at a point when it was too late to make changes. This inspired her to help people focus on these planning decisions now, not later.
For 23 years, she has done just that. In 2006, she was awarded the Buddy H Zais award for “Service and un-selfish devotion” to the financial management industry.
Sandie is passionate about helping women, in particular, overcome life challenges and adjust with grace. She strives to provide her clients with a sense of calm, helping them make decisions for themselves and determine what’s most important to them. When she isn’t working, she enjoys cheering on her two sons at sporting events, reading, scrapbooking, making cards, and golfing.
Jessica has a strong background in communications, client services, and office management. She ensures that things run smoothly, and all information organized well and conveyed well to our clients. Her goal is to help you have a no-drama relationship with the Stage 2 Planning Partners firm.
Jessica is passionate about cultivating and maintaining strong relationships with the people around her. She thoroughly enjoys speaking to clients daily. Jessica is also a volunteer with Age Well Senior Services. When she is not volunteering or working, she enjoys spending time with her husband and two dogs.