David Stryzewski
CEO, Sound Planning Group
Investment Advisor Representative
Dave Lyons
President of SPG Advisors
Joseph Maas, CFA®, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA
Chief Investment Officer
Mark Stryzewski, CSA
Founder of Sound Planning Group
Independent Insurance Advisor
Justin Lohman
COO, CCO
Investment Advisor Representative
Loren Downs
Investment Advisor Representative
Cody Crawford
Investment Advisor Representative
Quinton McDermott
Investment Advisor Representative
Joe Duncan
Investment Advisor Representative
CJ Lovsted, CFP®
Investment Advisor Representative
Gretchen Curtis
Director of Operations
Investment Advisor Representative
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
Sunshine Matthews
Marketing Communications Coordinator
Amanda Brocksmith
Marketing Coordinator
Cari Ensley
Front Desk & Office Coordinator
Leah Moore
Front Desk Administrative Assistant
Heather Bothwell
Administrative Assistant
Laura Stacy
Compliance Analyst
Ross Muramoto
Accountant / Bookkeeper
Ready to Take The Next Step?
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