Corey A. Staub is the owner of Staub Financial with more than 20 years of financial planning experience. He earned the Certified Financial Planner (CFP) designation early in his career following a two-year Professional Program at Oakland University. Before joining Staub Financial in 1998, Corey earned a B.A. in Finance from Indiana University of PA. He is licensed for securities in more than 25 states, and has helped forge strong multi-generational relationships across the country.
Combining community service with his love of golf, he founded the Staub Financial Annual Charity Golf Outing in 2003 in memory of his late grandmother. More than $300,000 has been raised for numerous charitable organizations (link). He is also an Alexis de Tocqueville Society cabinet member for the United Way of Southeastern Michigan and founding member of the Carroll Granger Community Fund serving the under-privileged in his hometown.
He has been involved directly with Camp Quality of Michigan assisting children with cancer, Team Fox in the D for Parkinson's Disease, and Alternatives for Girls in Detroit.
He is a member of the Financial Planning Association, Oakhurst Country Club in Clarkston, and the Detroit Athletic Club. He enjoys history, books, traveling and golf. Corey lives in Bloomfield Village Michigan with his wife Regan. Together, they are determined to create positive change in Detroit and their community.
His current passion-project is educating clients on the importance of Behavioral Finance and smart investment decision-making.
Adam has spent his entire career in the financial services industry starting in the back office before moving into investment management. After spending four years pursuing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, he transitioned into working with clients of his own.
While most people think only of investments and retirement when they hear the word “financial planning”, Adam helps his clients focus on life’s transitions; preparing for them before they arrive, and navigating them once they do. With this perspective in mind, Adam works mostly with Gen X and Y clients helping them to manage their savings and cash flow as they buy their first house, plan for college expenses, or start their own businesses. He also has extensive experience navigating the complexities of stock options and equity compensation that young executives often face.
The most rewarding part of his job is being able to educate and enable clients to feel confident making decisions and taking action to pursue their financial goals.
Client Service Manager
Gayle Stowell is the client service manager at Staub Financial with nearly 20+ years of experience in the investment industry. She is FINRA licensed in the State of Michigan, with Series 6 and 63 designations held through LPL Financial, as well as Health and Life Insurance Licenses.
Gayle is deeply committed to ensuring a successful outcome for every client she works with. She provides excellent customer service with current clients and plays an integral role in establishing confidence and growing relationships with new clients. Gayle understands the importance of keeping the client informed throughout the financial planning process.
Gayle resides in Rochester, Michigan with her husband Ron, and their Great Dane, Max. In her spare time, she enjoys snowboarding, boating, gardening, walking the dog and traveling to warm climates.
Client Service Associate
Jessica is the main Client Service Associate at Staub Financial and the first point of contact. She supports both clients and staff with the highest level of service, care and attention to detail.
Jessica makes the office “go” and runs the day-to-day operations, while assisting clients with questions and preparing for client reviews meetings. She has more than 15 years of industry experience and previously worked at an independent broker dealer and a national CPA firm.
Jessica resides in Walled Lake with her husband Joe. She enjoys spending time with family, reading and her Michigan State Spartans. GO GREEN!
Founder & Business Consultant
Daniel Staub founded Staub Financial in 1990 with a passion to help clients build solid financial plans so that they could enjoy the fruits of their labor in retirement. He was ahead of his time in the financial planning process as he discovered the importance of comprehensive planning and passed that on to Corey early on.
After 30 years of service, Dan partially retired in January 2021 to focus on travel, golf, giving back, and his extended family. He continues to assist the firm on tax, retirement, insurance related strategies. Dan serves as Staub Financial’ s Client Relationship Manager, which means more golf, lunches and other social functions with existing clients who he cares about deeply.
Dan is an Albion College Alumni and holds his life insurance license in many states throughout the country.
He is enjoying his time with his lovely wife Pam of more than 30 years. They have played over 30 of the top 100 golf courses in the world and live on Paint Creek Country Club where they are avid members. Dan has a passion for assisting junior golf at Paint Creek and is heavily involved in activities with his nieces and nephews, and their children.