Our Team

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 use a team approach to all of our work, believing that no one person can have all the answers.

Meet Our Team

Louis J Leyes, MBA (he/him)

Owner and Financial Planner

(717) 430-8914

(717) 848-0768

lou@stagesplanning.com

Lou currently lives in Virginia Beach with his artist spouse Susan and their twin chihuahuas Clyde and Bunny. Susan and Lou have two grown children, Matt and Emilie, who are somehow still on the family cell phone plan.

Shelley Canalia (she/her)

Director of Operations

(717) 430-8914

(717) 937-8707

shelley@stagesplanning.com

Shelley plays a critical role in high-level client engagement. She’s often the first point of contact, making sure every client feels valued, heard, and supported. Whether she’s guiding them through the onboarding process, ensuring...

Tanisha Caravello (she/her)

Director of Planning

tanisha@stagesplanning.com

Tanisha is a DIY-enthusiast and lover of historic architecture, interior design, great food and Japanese whiskey, and has traveled to twenty-one different countries (so far). She is a former molecular geneticist, artist, writer, web...