Hans Reese wants to earn the trust and confidence of every client and he does this through a combination of consistent communication, assessment of opportunities and a one-on-one commitment.
Hans is a CERTIFIED FINANCIAL PLANNER™ professional and owner of New Stage Investment Group™. Hans' focus is comprehensive financial planning with a special emphasis on retirement income. Earning both the Chartered Retirement Planning Counselor℠ designation and the Accredited Asset Management Specialist℠ designation, Hans continually strives to enhance his own knowledge and skills for his clients.
With over 15 years of industry experience, Hans began his career with Merrill Lynch, then Morgan Stanley before joining LPL Financial in 2006. Hans is dedicated to providing independent, thoughtful, objective advice and guidance through a collaborative and respectful process focused on the client.
Raised in Hawaii and graduating from the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language, Hans brings a broad professional background in international logistics, domestic transportation and web startups.
When not working, Hans enjoys teaching his two sons how to ski in Tahoe during the winter and snorkeling in Hawaii when visiting the grandparents over the summer. Hans and his wife enjoy travel and most recently have been exploring parts of Europe.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.