Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirement.

Meet The Team

The team behind Sound Planning Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

David Stryzewski

CEO, Sound Planning Group, Inc

Investment Advisor Representative

Dave Lyons, CPA®, CLU®, ChFC®, MSFS


President of SPG Advisors, LLC

Joseph Maas, CFA®, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA

Chief Investment Officer

Mark Stryzewski, CSA

Founder of Sound Planning Group, Inc

Justin Lohman

Chief Operations Officer

Chief Compliance Officer

Investment Advisor Representative

Loren Downs, NSSA®

Senior Vice President of SPG, Inc.

Lead Investment Advisor Representative

Tyler Lively, CFP®, CRPC®

Director of Financial Planning

Investment Advisor Representative

Kevin Johnson

Director of Marketing

Cody Crawford, RICP®, NSSA®

Investment Advisor Representative

Gretchen Curtis, NSSA®

Investment Advisor Representative

Joe Duncan, RICP®, NSSA®

Investment Advisor Representative

CJ Lovsted, CFP®, NSSA®

Investment Advisor Representative

Dmitriy Lebedev

Independent Insurance Advisor

Victoria Blehm

Independent Insurance Advisor

Dean Hale

Independent Insurance Advisor

Wendy McDermott

Office & Events Manager

Senior Executive Assistant

Kris Hsin

Communications Manager

Debbie Sizemore

Human Resource Manager

Charlene Nelson

Client Services Manager

Debbie Kellogg

Sr. Client Services Coordinator

Kaylee Carter

Client Services Coordinator

Caitlyn Scannell

Client Services Coordinator

Rachel Crosbie

Client Services Coordinator

Kressa Truong

Client Services Coordinator

Sunshine Matthews

Marketing Event Coordinator

Amanda Wilkins

Marketing Creative Coordinator

Laura Stacy

Compliance Analyst

Cari Ensley

Front Desk & Office Coordinator

Kimmy Barker

Scheduling Coordinator

Leah Moore

Operations Coordinator

Heather Henderson

Administrative Assistant

Strategic Advice. Sound Planning Solutions.

Sound Planning Group is a growth-oriented financial firm located in Kirkland, WA. We are BBB accredited and have been nationally recognized by Inc. Magazine ranking no. 1453 on their 2020 Inc. 5000 list of the fastest-growing private companies in America. Inc. also named SPG as one of the Best Workplaces of 2021 and 2022.

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Click here to learn more about these awards.

Ready to Take The Next Step?

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 425.821.9442.