Broker Check

Bay Area Office

   

   Hans Reese, CFP®, CRPC®, AAMS® 
   Founder New Stage Investment Group 
   



Hans is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of New Stage Investment Group. With over 15 years of industry experience, Hans created a distinctive financial services firm to provide clients with independent, fee based financial advice and trusted wealth management. Hans holds FINRA series 7, 63, and 65 through LPL Financial as well as a California Insurance License. Raised in Hawaii, Hans has lived in the San Francisco bay area for over 15 years. Hans and his family enjoy Tahoe during the winter and visiting the grandparents in Hawaii over the summer.

     

   Mark Bernard 
   LPL Branch Manager & Registered Principal 



Mark brings over 17 years of industry experience and market perspective to his clients and the advisors he supports. Mark holds FINRA series 7, 63, 65, and 24 through LPL Financial as well as California Insurance License. Raised locally in San Mateo, Mark supports his local community as an active board member with the Mid Peninsula Boys & Girls Club. Mark enjoys spending time coaching his children's sport teams and a special passion for cooking. Mark is with Baywood Private Wealth Management, Baywood Private Wealth Management is not affiliated with New Stage Investment Group. 



   Teresa Hansel 
   Operations Lead & Executive Assistant 

   

Teresa is a key part of the service and support we offer. Boasting over 21 years of customer service and operational experience, she began her career with Charles Schwab. Teresa is readily available to support our effort to bring quality service and support. Born and raised in the City of San Francisco, Teresa is a big fan of the San Francisco Giants!

Learn more about our support and operations provided by LPL Financial by clicking HERE!