Team Biographies

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  • Daniel J. Staub, CFP®

    Dan is the President and founder of Staub Financial. Dan serves as a comprehensive wealth manager, primarily for clients reaching retirement. Dan focuses on the needs of each family by developing customized solutions based on individual financial goals, risk tolerance, and lifestyle.

    Dan graduated from Albion College in Michigan and earned has been a Certified Financial PlannerTM for more than 30 years. Dan is one of the longest tenured independent representatives for SIGMA Financial Corporation (Series 7 and Series 63) and a licensed insurance producer in many states.

    Dan and his wonderful wife of 30 years, Pam, enjoy traveling and playing golf together. 

     

  • Corey A. Staub, CFP®

    Corey A. Staub, CFP®, AIF™ is the partner and anchor of Staub Financial. He joined Dan in 1998 in Staub in its early stages after graduating from Indiana University of PA with a B.A. in Finance.

    He secured the CFP designation in 2008 following a two-year program at Oakland University while building Staub Financial internally, and securing other designations. Corey is licensed a licensed representative of SIGMA Financial Corporation (Series 63, 7), a life insurance agent, and an Accredited Investment Fiduciary (AIF™) . He takes pride in utilizing a value investment philosophy which remains the core of the investment belief at Staub Financial. 

    Corey is a passionate about the community and founded Staub Financial's Annual charity golf outing in 2003 in memory of his late grandmother. To date, this outing has raised over $250,000 with the help of business partners, clients, family and friends for a multitude of Michigan and national organizations. In 2016 Staub Financial was the recipient of SIGMA Financial's National Leadership Award given annually to a representative for their hard work done in the community.

    He is an active member of the Financial Planning Association, enjoys golfing as a member of Oakhurst Country Club (although he doesn’t golf as much as he should), and spending time on Deer Lake as a resident of quaint, Clarkston, Michigan.   

    Securities offered through Sigma Financial Corporation, member FINRA/SIPC.

  • Dana Casteel
    Staub Financial Operations Manager

    Dana Casteel is our Operations and IT Manager. Dana brings a wealth of knowledge gained through her 15-year career at EDS/Hewlett Packard.  Recent Staub Financial projects include upgrading our new client management system, implementing a new secure client portal through eMoney as well as managing day-to day office workflow. 

    Dana lives in Brighton with her husband, Bill, and their two teenagers, Maxwell and Madeline.  She enjoys spending time at their cottage on Crooked Lake, cooking and tending her many plants and flowers.

  • Olivia Perkey
    Staub Financial Administrative Assistant

    Olivia Perkey, our administrative assistant, comes to Staub Financial from a background in the court. She brings over a decade of customer service experience, coupled with a high regard for confidentiality impeccable customer service. Olivia handles all scheduling, monthly and quarterly reporting, and general support to office staff.

    Olivia and her family have spent the last three years living in Hartland, and love the small town close knit community there. She and her husband, Aaron, have two children, Charlie and Vivian.

  • Gayle Stowell
    Staub Financial Client Service Manager

    Gayle Stowell is the Client Service Manager at Staub Financial, LLC. She brings 18 years of financial experience with her.   Gayle handles account openings, transfers and closings from end-to-end along with all money withdrawal requests. She is also here to answer questions and keep clients updated regarding their accounts and any transactions.
     
    When she is not in the office, Gayle enjoys spending as much time outside as possible with her husband, Ron, and two dogs, Fred & Max.
     

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