Team Biographies

  • Daniel J. Staub, CFP®

    Daniel J. Staub, CFP®, is the President and owner of Staub Financial. He founded the company in 1990 in order to develop personal financial strategies for clients reaching retirement. Dan approaches his work with passion and focuses on the individual needs of each family he works with.

    Dan is a 1973 graduate of Albion College in Michigan and has been in the financial planning industry for almost 30 years. He completed the CERTIFIED FINANCIAL PLANNER™ designation in 1989 and is a licensed insurance agent. He is one of the longest tenured independent representatives of SIGMA Financial Corporation (Series 7, Series 63) and has been married to his wonderful wife Pamela for 20+ years. As avid golfers, the Staubs enjoy playing golf and living at their home course, Paint Creek Country Club. They have been able to extend this passion into an annual golf tournament to benefit charitable organizations. Dan personally enjoys traveling and experiencing new golf courses throughout the country and internationally.

  • Corey A. Staub, CFP®

    Corey A. Staub, CFP®, joined Staub Financial after graduating from Indiana University of PA with a B.A. in Finance in 1998. Like Dan, Corey takes pride in utilizing a value investment philosophy which remains at the core of our investment beliefs (please refer to the Our Philosophy). 
     
    Corey secured his CFP®designation in 2008 and is a licensed representative of SIGMA Financial Corporation. He is licensed as a securities broker (Series 63, Series 7), a life insurance agent and a contributing member of the Financial Planning Association. Corey initiated Staub Financial's annual charity golf outing in 2003 with a goal to assist children and families effected by cancer in memory of his late Grandmother. As of 2016, these charity golf outings have raised close to $200k for a multitude of local and national charities. He enjoys golfing as a member of Oakhurst Country Club and boating as a resident of Deer Lake in Clarkston, Michigan. 

  • Kylie N. Harig

    Kylie N. Harig, serves as the executive administrative assistant, in addition to using our advanced Morningstar and Riskalyze software to research, generate and reconcile reports. She has been with Staub Financial since 2013 and holds a bachelor’s degree from Michigan State University in Communication with a specialization in business earned in 2007. Kylie’s most important work is raising a happy and healthy little girl alongside of her husband of eight years.

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