At the heart of what we do, the Staines Financial team focuses on people first and building relationships that forge a mutual understanding of what's important to you and how we can work together to better achieve your goals, no matter where you are in life.  Our team works relentlessly to ensure clients' needs are central to our processes, and we strive to continually build confidence in your financial future through active portfolio management and working with you not just for you.

Our dedicated team currently serve our clients across 22 states, with offices in California, New Jersey, Massachusetts, Texas, and Alabama.

...and if you were expecting a bunch of suits and stuffy photos, you won't find them here!  We learned a long time ago that success is achieved by hard work, a competent team, and rolling up our sleeves to get the job done.  At Staines Financial, our track record speaks for itself, and we spend our time working with you on what matters most, not what we're wearing.  We're real people, just like you. 

 

Meet The Staines Financial Team

____________________

Executive Team      

 

MICHAEL L. STAINES, JR

PRESIDENT & CEO

With 30+ years of combined business and financial experience, Michael had a vision over 15 years ago to create a company that put people first and where client and company successes were linked.  As a result, Staines Financial was founded and over a decade later his vision is a reality.  Michael's track record of building clients' trust and wealth speaks for itself.

Click here to learn more about Michael

 

 

MARK MASSARO

VICE PRESIDENT & COO

Having more than 25 years of small to large-scale engagement experience in achieving technical & financial goals with clients, Mark is a well-respected and trusted advisor to his clients. He is a people person who always prioritizes his clients' needs. Mark supports the East Coast region in addition to managing the main office in the West Coast.

Click here to learn more about Mark

 

 

JANICE HETHERINGTON

ASST. VICE PRESIDENT

Janice wants to live in a world with books that come bundled with dark chocolate and almonds, friends with positive attitudes, a good cup of coffee, and looking for wonderful historical vacation destinations.  While her quest continues, she measures  success by the collections filling her library and the memories of laughs from evenings spent with friends.

Click here to learn more about Janice

 

____________________

Product Management & Advisory Team

 

ALEX BELASCO

FINANCIAL ADVISOR

Alex has more than a decade of experience as a registered representative working in both private and public financial institutions.  He recently joined Staines Finanical as an Investment Advisor Representative providing financial consult to clients in all aspects of their portfolios and wealth managment planning.

Click here to learn more about Alex

 

 

RICK BIXLER

MARKETING DIRECTOR

Rick has an extensive record of building successful businesses and deploying marketing and product placement strategies. Leveraging those experiences and his extensive network of professionals, Rick supports the team in achieving it's vision to grow as a client focused advisory firm. 

Click here to learn more about Rick

 


____________________

Technology Team

 

NATASHA DAY

IT MANAGER

Natasha is the perfect blend of finance and technology.  With over 20 years' experience she leverages her background to spearhead and support the onboarding of technology enhancements, system and product migrations, and implementation of new tools to streamline the clients' experience. 

Click here to learn more about Natasha

 

____________________

Client Relations Team

 

KALEIGH BORDEN

CLIENT RELATIONS MANAGER

Kaleigh has a drive to help people and penchant for processes.  For over 6 years she's been supporting customers and leading client relations teams for financial advisory firms the past 6 years.  In this role, Kaleigh manages our team of client relations specialists to take ownership of clients' needs through resolution. 

Click here to learn more about Kaleigh

 

 

AMBER ADKINS

CLIENT RELATIONS SPECIALIST I

Amber is a dedicated member of our client relations team.  In this role, Amber supports clients' needs by addressing inquiries, coordinating task flows, and ensuring open action resolutions between client and advisor.

Click here to learn more about Amber

 

 

MIKAYLA MARTIG

CLIENT RELATIONS SPECIALIST II

With over 5 years at Staines Financial, Mikayla is a senior member of our client relations team.  In addition to overseeing broader team activities and helping clients, Mikayla also supports management ad hoc requests, special projects, and time sensitive client deliverables. 

Click here to learn more about Mikayla

 

 

Office Operations Team

 

VERONICA ASCENCIO

ADMINISTRATIVE ASSISTANT

Every client who walks into our office is greeted by Veronica's special blend of professionalism and approachability. In addition, she successfully coordinates and routes all client inquiries ensuring an efficient process to get clients where they need to be.  Veronica also works with our other teams in support of broader the day to day back office functions.

Click here to learn more about Veronica

 

 

TARA UNDERWOOD

EXECUTIVE ASSISTANT

Tara comes to Staines Financial with a strong background as a front office coordinator. She provides high level support across teams and works directly with executive management to coordinate office and client activities. Working with people and building lasting relationships by providing a high level of support to clients and team members is one of Tara's specialities. 

Click here to learn more about Tara

 

____________________

 

 

Click here to engage with one of our team members!