We see our role in your life as helping you navigate the financial world in pursuit of your goals. Most of the time, the waters beneath the bridges are calm - but when they are not, it’s helpful to have someone on your side who has been on that bridge hundreds of times. We know how to help you across and take our role in guiding you very seriously. After many years in the business, we have developed a reputation for being great “financial translators” - turning complicated topics into easy-to-understand concepts so our clients can grasp them in pursuit of their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Partner and Financial Planner
Lou Leyes is a 1989 graduate of UPenn's School of Engineering and Applied Sciences, and in 2002 received his MBA from Boston College with a focus in strategic consulting and marketing management. Upon completion of his undergraduate...
Director of Operations
Shelley brings her 20+ years working in corporate offices to build an incredible "back office" for Stages. She's got a ton of experience in developing and implementing operational plans (you know, plans that actually work)...
Emilie shares a passion for helping people with the rest of the Stages team. Many of you know her as the singer and actor - she is that, and she's also a fantastic resource for the Stages team and our client families. Emilie has been...
What inspires Marcus? Assisting clients who can truly benefit from his insights, knowledge and planning-based approach. Whether they're retired or approaching retirement, each client has important questions, "Should I work more?"