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.

Stephanie Staggs
CEO & Financial Planner
Our team
Everyone behind your plan.

Stephanie Staggs
CEO & Financial Planner

Don Sullivan
Director of Wealth Management

Noelle Casey
Financial Advisor, RICP®

Bob Worgaftik
CLU®, ChFC®, CFP®, CLTC

Paul Worgaftik
Financial Advisor

Elise Casey
Financial Representative

Denise Healy
Executive Assistant

Rish Singh
Client Relations Manager
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch