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, CSA, NSSA
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, NSSA
Investment Advisor Representative
Cody Crawford, NSSA
Investment Advisor Representative
Quinton McDermott, NSSA
Investment Advisor Representative
Joe Duncan, NSSA
Investment Advisor Representative
Gretchen Curtis, NSSA
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
Mary Boland
Client Services Coordinator
Debbie Kellogg
Client Services Coordinator
Kaylee Carter
Client Services Coordinator
Laura Stacy
Client 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.
