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.
...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
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.
MARK MASSARO
PRESIDENT
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.
JANICE HETHERINGTON
CHIEF of STAFF
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.
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.
IT / Finance Team
NATASHA DAY
CHIEF FINANCIAL OFFICER
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.
ALEXANDRA JAMES
FINANCIAL ANALYST
Alexandra joins 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.
Compliance Team
KALEIGH BORDEN
COMPLIANCE MANAGER
Kaleigh has a drive to help people and a penchant for processes. For over 6 years she's been supporting customers and leading client relations teams for financial advisory firms.
Office Operations Team
TARA UNDERWOOD
EXECUTIVE OFFICE COORDINATOR
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.
Client Relations Team
HARRY SANDHU
CLIENT RELATIONS LEAD
As a dedicated software engineering student, Harry blends his passion for technology with his love for day trading and fast cars. He balances 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 whose energy and curiosity enrich his life daily.
DANIEL DEO
Client Relations Specialist
Daniel joins the Client Relations team at Staines Financial after more than a decade working within the sports industry. A master communicator, dilettante, and baseball nut, Daniel brings his unique perspectives from the field of play to the office with seamless assimilation. Daniel looks forward to creating a direct and open line of communication with all Staines Financial stakeholders to serve their needs at a championship level. Outside the lines of Staines Financial and his sports fixations, Daniel keeps his curiosity open and is always looking to learn new things in anticipation of a future Jeopardy! appearance. Daniel is a proud native of Roseville, CA.
Real Estate Team
LAURIE ROGERS
REAL ESTATE COORDINATOR
Laurie Rogers is a licensed real estate broker with over 15 years of experience, helping clients navigate the buying and selling process with expertise and a personal touch.