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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      




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





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.

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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 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.

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IT / Finance  Team




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. 

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Alexandra joinst the Team bringing a strong background in finance with a wealth of knowledge in forecasting and analytics. She has worked in the field for over 5 years and her inquisitive nature and attention to detail is a necessary asset in order to provide our clients with the highest level of confidence in the financial reporting we provide. Outside of work, Alexandra likes to spend as much time as she can outside and is working on restoring her first car with hopes of many more car restorations in the future.  

Click here to learn more about Alexandra




Greg brings his background in alternative investment due diligence covering REITs, MLPs and long/short equity strategies to Staines Financial to streamline fund operations and assist with account reporting activity.  Outside of work Greg likes boxing, going to his local coffee shop to work on getting his chess ELO to 1600 and traveling to the California coast for free dive spearfishing.  Greg is a Chartered Alternative Investment Analyst (CAIA).
Click here to learn more about Greg


Client Relations Team




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. 

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Client Relations Specialist 

As a dedicated software engineering student, Harry blends his passion for technology with his love for day trading and fast cars, creating a dynamic and engaging lifestyle. Balancing academic pursuits with the excitement of the stock market, while also finding joy in vacationing and visiting new places. Outside of his personal interests, he has two wonderful children, aged 10 and 4 who are the center of his world, their energy and curiosity enrich his life daily.

Click here to learn more about Harry



Client Relations Specialist 

Marcellus comes to Staines Financial from the world of FP&A, product management, and client relations in the autonomous vehicle, education, and film industries.

When you call or email Staines Financial, he is happy to directly take your requests and questions to ensure you continue to remain thoroughly informed on your future planning with our firm.

Click here to learn more about Marcelluss


Office Operations Team




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.

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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!