Our Team
Michael F. Ajango, CFP® (Mike)
Personal Wealth Advisor, Founder and CEO
Mike founded WealthPlan in 1994 and provides our firm’s strategic vision, including creation of The FEARless Retirement FORMula. He has been a Certified Financial Planner™ professional since...
Allen J. Mahnke (A.J.)
Personal Wealth Advisor, Lead Portfolio Manager and Account Transactions Specialist
A.J. has been a member of the WealthPlan team since 2013, providing deep expertise in portfolio management and handling movement within accounts. H In addition to his focus on investment research and methodology, A.J. has...
Kim Kielpikowski
New Business Manager and Director of Client Services
Since 1999, Kim has played an essential role in providing exceptional service to WealthPlan clients. Her client-first advocacy ensures an elevated client experience. In addition to a myriad of client service responsibilities, she serves...
Danielle Green
Client Communications Manager and Client Data Specialist
Danielle has been integral to strengthening client relationships through personalized service and effective client communications for WealthPlan since 2008. She has a passion for details and continues to work on improving office...