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 Coordinator

Ross Muramoto

Accountant / Bookkeeper