Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

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.

SPG Team_sept_2020 (1)

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

Debbie Kellogg

Client Services Coordinator

Kaylee Carter

Client Services Coordinator

Laura Stacy

Client Services Coordinator

Judith Vissel

Client Services Coordinator

Austin Woodring

Lead Coordinator

Cari Ensley

Front Desk & Office Coordinator

Heather Bothwell

Administrative Assistant

Ready to Take The Next Step?

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.

Or give us a call at 425.821.9442.