Our Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lou Leyes, MBA

Partner and Financial Planner

(717) 430-8914

lou@stagesplanning.com

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...

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Shelley Canalia

Director of Operations

7174308914

7174308916

shelley@stagesplanning.com

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)...

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Emilie Leyes

Marketing Manager

717-430-8914

emilie@stagesplanning.com

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...

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