

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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