Meet Your Team

Sandra M. Maynard

Principal Managing Partner

Specialties: Life Changes | Wealth Management | Retirement Planning

For more than 30 years, Sandie Maynard has helped individuals and families navigate important financial decisions with clarity, confidence, and perspective. Her passion for financial planning began early in her career as a Probate Distribution Specialist, where she saw firsthand how the planning decisions people make today can profoundly affect their lives later. That experience inspired her to help people take action while they have the opportunity to shape their own financial future.

Throughout her career, Sandie has remained committed to helping clients prepare thoughtfully for life’s transitions and make decisions that reflect what matters most to them. In 2006, she was honored with the Buddy H. Zais Award for “Service and Unselfish Devotion” to the financial management industry, recognizing her dedication and commitment to the profession.

Sandie is particularly passionate about helping women navigate significant life changes and move forward with confidence and grace. She strives to create a sense of calm and clarity for her clients, providing a trusted perspective as they evaluate their options, define their priorities, and make important decisions about their financial future.

For Sandie, the most meaningful part of her work is helping clients feel empowered and confident in their financial decisions, particularly during times of change.

Outside of the office, Sandie enjoys spending time with her two adult sons, reading, scrapbooking, making cards, and golfing.

Managing Partner

Specialties: Retirement & Financial Planning | Wealth Management | Investment Advice

Chris Douglass brings decades of experience in financial planning, wealth management, and investment advice, along with a lifelong interest in business and finance. Having grown up in a family-owned business, Chris developed an early appreciation for the discipline, perspective, and thoughtful decision-making required to build something lasting.

He earned his bachelor’s degree in Business from the State University of New York and continued his professional education through The American College, earning the prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

As a fiduciary, Chris takes a thoughtful, highly personalized approach to financial planning. He believes the foundation of a successful client relationship is listening carefully, understanding what matters most, and developing strategies that are aligned with each client’s unique goals, priorities, and vision for the future. His experience and technical expertise allow him to bring clarity and confidence to often complex financial decisions.

For Chris, one of the most rewarding aspects of his work is seeing clients gain a deeper understanding of their financial plan and the confidence that comes with knowing they have a thoughtful strategy in place for the years ahead.

Outside of the office, Chris enjoys staying active through fitness and basketball, as well as traveling and exploring great restaurants with his partner Jen.

Jessica brings a strong background in communications, client service, and office management to Stage 2 Planning Partners. She plays an integral role in ensuring the firm operates seamlessly, with a focus on keeping information organized, communication clear, and each client interaction thoughtful and responsive. Her goal is to create a smooth, welcoming experience for every client and to help foster a trusted, lasting relationship with the firm.

Jessica takes great pride in building and maintaining meaningful relationships with clients and colleagues. She genuinely enjoys connecting with clients each day and is committed to providing the personalized attention, professionalism, and care that are central to the Stage 2 Planning Partners experience.

Outside of the office, Jessica volunteers with Age Well Senior Services, reflecting her passion for connecting with and supporting others in her community. She also enjoys spending time with her husband, their two dogs, and their four-year-old daughter.

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.