Meet our Team
Gretchen Stangier, CFP®
Gretchen has been working in the financial services industry since 1998. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®), which means that she is certified and recognized as competent for ethical personal financial planning. You can feel confident knowing you are working with a qualified financial planner. To earn the CFP® designation, Gretchen had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Gretchen also adheres to a professional Code of Ethics and attends numerous educational conferences in order to increase her knowledge of financial planning and to remain aware of the continuing changes in taxation laws and government regulations and how they affect her clients.
Gretchen is a member of the Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA).
Gretchen attended Oregon State University and earned a BS in Elementary Education with an emphasis in Mathematics. After entering the workforce, she soon found out that her lifelong passion for working with money was calling to her. Gretchen grew up working in her family’s store. From making deposits, to helping make the larger financial decisions as she got older, Gretchen sought a way to balance her passion for managing money and educating others. So she decided to pursue her CFP® certification and start her career in financial services.
Gretchen grew up in Pendleton Oregon and has lived in the Portland Metro area for 21 years. Gretchen has been snow skiing since she was three years old, and also enjoys water skiing in the summer. On most weekends throughout the year, Gretchen can be found at her place by a lake in Washington.
Gretchen’s grandparents were wheat ranchers, and Gretchen too enjoys gardening and growing flowers in her greenhouse every year. Gretchen likes playing tennis and has started to play golf as well; although, she is finding the slow pace of golf to be a little challenging.
Kathy Sanchez, Assistant
Kathy is an integral member of Stangier Wealth Management. She assists clients in scheduling and preparing for appointments, handles specific client requests, and helps with account paperwork and maintenance.
Kathy joined Stangier Wealth Management in September 2005. She has always had a sincere passion for working with clients. Prior to joining our team, she worked as a sales assistant for Gartmore Morley. She was also a customer service representative at Scudder Investor Services and brokers’ assistant with Nicholas Applegate.
While working fulltime, she obtained her MBA from National University in San Diego, Ca.
Kathy was raised in Hood River and moved to Portland in 1985 to start her career. She met her husband Andrew and moved to San Diego in 1988. After her husband retired from the Navy, they moved back to Portland where her family lives. In her spare time, Kathy enjoys reading, gardening, and spending time with her nephew, Tyler.
Carol Young, Compliance Officer
Carol rejoins Stangier Wealth Management as compliance administration after completing a two- year engagement with her former employer.
Prior to rejoining the firm, Carol spent 12 years in the financial services industry where she held several senior level positions with JP Morgan Chase and Bear Stearns.
Carol is a Certified Public Accountant and holds a MS and BS in Accounting from the University of North Texas.
Carol, a native Texan, resides in Monroe, Louisiana. Since rejoining the firm, she shares time between her primary location in Louisiana and the firm's corporate headquarters in Portland Oregon. In her spare time she enjoys traveling, theater, fitness and spending time outdoors.
Danny is a registered Investment Advisor Representative (IAR) and has been working in the financial services and banking industry since 2012. Prior to joining Stangier Wealth Management he was a Personal Banker for US Bank where he helped his clients reach their goals by listening to their needs, educating them and helping them choose products and services that were right for them. His experience with the bank made him realize the importance of retirement planning and led to his decision to join Stangier Wealth Management in 2015 as an Investment Advisor.
Danny Graduated from Western Oregon University with a Bachelor of Science in Business and a minor in Economics. He is a registered IAR in the state of Oregon.
Danny has strong interpersonal skills and enjoys working with people, has a passion for education and takes great pride in helping others succeed.
Danny was born and raised in Portland and loves it here, minus the traffic. He is happily married to his wife, Lindsay and they have a 3 year old son named Champ. Away from the office, he is a big participator and spectator of sports and enjoys being outdoors with his family.