What We're Known For
We Treat You Like Family
From the first meeting, our clients feel genuinely cared for. Our welcoming team and comfortable office in Kirkland, WA create a space where you feel heard, valued, and supported at every step.
Expert Guidance with Patience and Clarity
Retirement can be complex, but it doesn’t have to feel overwhelming. Our knowledgeable advisors explain every strategy and option in a way that makes sense, empowering you to make confident decisions about your future.
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
Joseph Maas, CFA®, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA
Chief Investment Officer
Mark Stryzewski, CSA
Founder of Sound Planning Group, Inc
Loren Downs, NSSA®
President of SPG, Inc.
Lead Investment Advisor Representative
Jeremy Cooper
Director of Operations & Innovation
Joe Duncan, RICP®, NSSA®
Investment Advisor Representative
Gretchen Curtis, NSSA®
Investment Advisor Representative
Chad Bushon, CFP®, AWMA®, CRPC®
Investment Advisor Representative
Tyler Lively, CFP®, CRPC®
Director of Financial Planning
Investment Advisor Representative
Dmitriy Lebedev
Independent Insurance Advisor
Onboarding Coordinator
Victoria Blehm
Independent Insurance Advisor
Dean Hale
Independent Insurance Advisor
Wendy McDermott
Director of People Operations
Kris Hsin
Communications Manager
Debbie Sizemore
Human Resource Manager
Debbie Kellogg
Sr. Client Services Coordinator
Kaylee Souriyavongsa
Paraplanner
Caitlyn Scannell
Onboarding Coordinator
Rachel Crosbie
Client Services Coordinator
Kressa Truong, FPQP®
Paraplanner
Kimmy Barker
Scheduling Coordinator
Client Services Coordinator
Sunshine Matthews
Marketing Communications Coordinator
Amanda Wilkins
Marketing Creative Coordinator
Cari Ensley
Front Desk & Office Coordinator
Heather Henderson
Scheduler & Medicare Client Services Coordinator
Strategic Advice. Sound Planning Solutions.
SPG is a fiduciary financial planning firm in Kirkland, WA, specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. We help clients prepare for a confident retirement through trusted guidance, education, and a relationship-focused approach.
We are BBB accredited and have been nationally recognized by Inc. Magazine ranking no. 4411 on their 2025 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.
Click here to learn more about these awards.
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.