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About Stephanie

She used to tell other people's stories. Now she helps you plan yours.

Stephanie Staggs spent years as a journalist. She builds lasting relationships the same way she reported: with good questions, warmth and plain answers.

Before founding Staggs Financial Services, Stephanie spent over 14 years as a journalist, winning multiple awards while helping businesses and community members share their stories.

Now, as a Business Advisor, she guides families and business owners through smart financial decisions. She is experienced in trust and estate planning and employee benefits, and is known for warm, personalized service.

Stephanie is a wife, a mom of two boys, and an advocate for financial literacy. She believes everyone deserves financial confidence, not confusion.

Portrait of Stephanie Staggs

Stephanie Staggs

CEO & Financial Planner

Our team

Everyone behind your plan.

  • Portrait of Stephanie Staggs

    Stephanie Staggs

    CEO & Financial Planner

  • Portrait of Don Sullivan

    Don Sullivan

    Director of Wealth Management

  • Portrait of Noelle Casey

    Noelle Casey

    Financial Advisor, RICP®

  • Portrait of Bob Worgaftik

    Bob Worgaftik

    CLU®, ChFC®, CFP®, CLTC

  • Portrait of Paul Worgaftik

    Paul Worgaftik

    Financial Advisor

  • Portrait of Elise Casey

    Elise Casey

    Financial Representative

  • Portrait of Denise Healy

    Denise Healy

    Executive Assistant

  • Portrait of Rish Singh

    Rish Singh

    Client Relations Manager

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