Meet The Plan Wisely Team

At Plan Wisely, we believe that no single person has all the answers, but a unified team has the perspective to solve almost any challenge.  We invest in each other’s growth because we know that a stronger, more connected team leads to a more secure and prosperous future for the families we serve.

By blending our individual specialties—from investment management and tax strategy to life and disability insurance—we create a 360-degree view of your wealth. We enjoy the process of building these bridges between departments because it allows us to deliver a seamless, high-touch experience. You’ll feel that difference in every meeting, knowing that behind your lead advisor is a dedicated group of professionals all pulling in the same direction: yours. This internal synergy ensures that your financial plan is not just a document, but a comprehensive strategy.