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
Investment Advisor Representative
Joseph Maas, CFA®, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA
Chief Investment Officer
Justin Lohman
COO, CCO
Investment Advisor Representative
Mark Stryzewski, CSA
Founder of Sound Planning Group
Independent Insurance Advisor
Loren Downs
Investment Advisor Representative
Cody Crawford
Investment Advisor Representative
Quinton McDermott
Investment Advisor Representative
Joe Duncan
Investment Advisor Representative
Gretchen Curtis
Operations Manager
Investment Advisor Representative
Victoria Blehm
Independent Insurance Advisor,
Specializing in Medicare
Beau Ladieu
Independent Insurance Advisor,
Specializing in Medicare
Robert Hale
Independent Insurance Advisor,
Specializing in Medicare
Dean Hale
Independent Insurance Advisor,
Specializing in Medicare
Wendy McDermott
Office Manager & Events Coordinator
Kris Hsin
Communications Manager
Debbie Kellogg
Client Services Coordinator
Kaylee Carter
Client Services Coordinator
Judith Vissel
Client Services Coordinator
Laura Stacy
Client Services Coordinator
Ryan Gordon
Client Services Coordinator
Austin Woodring
Appointment Coordinator
Sunshine Matthews
Education Services Coordinator
Cari Ensley
Front Desk & Office Coordinator
Heather Bothwell
Administrative Assistant
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.
