Our Purpose: Helping to make our clients live's better.
Each of our Stage 2 Planning staff has a unique expertise and style. We encourage you to take time to look at each of us and discover who has experience in an area you're interested in. After reviewing who we are and what we do, we invite you to have a conversation with one of us.
To set a time to speak with one of us, call us at 877-880-5112 or email us and we'll get back with you to set a convenient time and date for your conversation.
|Josh Patrick - Founding Principal Focus: creating business value, private business wealth management, business sucession planning.|
|Chris Douglass - Focus: retirement planning, wealth management, investment planning.|
|Sandie Maynard - Focus: life changes, wealth management, retirement planning|
|Jessica Hannon - Vermont client service manager||
New York Associates
Rick Harris - Founding Principlal Focus: retirement planning, estate planning, asset management
Jason Heller - Focus: wealth management, retirment planning, risk managaement
Kim Harris - New York client service manager