Our Team

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...

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...

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 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...