Christopher Douglass is a ChFC® credentialed financial advisor with 32 years of industry experience, currently a principal at Stage 2 Planning Partners LLC. He has been with the firm and its predecessor entity since 2016. Outside of his advisory work, he serves as an executor for a family estate and is an officer of a local homeowners association. Stage 2 Planning Partners serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, businesses, and business owners. The firm provides ongoing portfolio management, financial planning, and pension consulting, typically managing accounts on a discretionary basis with a focus on long-term trading and a limited investment universe.

Sandra Maynard is a financial advisor at Stage 2 Planning Partners LLC with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Maynard has been with Stage 2 Planning Partners and its predecessor entities since 2016. Outside of her advisory role, she serves on the finance council of her church, keeps scorebooks for high school basketball teams, and participates as a demonstrator for a crafting company. Stage 2 Planning Partners serves individual clients, business owners, and pension plans by providing ongoing portfolio management, financial planning, and pension consulting. The firm typically manages accounts on a discretionary basis using model portfolios and a limited investment universe, and it also offers educational seminars to clients and their families.