Michael L. Staines, Jr

President, CEO

“What can I do to make your life easier?” is not just a question; it is Michael’s personal Mission Statement. Michael has a long history of success and a reputation for providing superior customer service to his individual and corporate clients. Michael’s passion for customer service has allowed him to help many of his clients with their investment portfolios and making sure that each portfolio meets his client’s personal financial goals. Michael firmly believes that superior customer service is the key to building any professional business regardless of the industry. We are Federally Licensed in all 50 but have clients in 25 states. Michael has clients in California, Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Washington. Bringing with him many years of experience and success, Michael has built strong professional relationships and is considered to be a trusted advisor by his clients.

Michael lives in Lincoln with his wife Lori, their two children: Sarah Nicole and Brandon plus their Boxer Jordan and Boston Terrier Ava. In their spare time they love to travel, shopping and watch his beloved Yankees and Cowboys. They especially love weekends away to Arizona with family and friends.

Phone (916) 663-6723
Fax (916) 663-6734
Mobile Phone (916) 295-9080