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.
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/david-stryzewski.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/08/David-Stryz.jpg)
David Stryzewski
CEO, Sound Planning Group, Inc
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2023/01/Dave-Lyons-385x385-1.png)
Dave Lyons, CPA®, CLU®, ChFC®, MSFS
Attorney
President of SPG Advisors, LLC
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/joe-maas.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/01/Joe-Maas-Family.png)
Joseph Maas, CFA®, CFP®, CLU®, ChFC®, MSFS, CCIM, CVA, ABAR, CM&AA
Chief Investment Officer
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Mark Stryzewski, CSA
Founder of Sound Planning Group, Inc
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/justin-lohman.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/08/Justin-Lohman.jpg)
Justin Lohman
Chief Operations Officer
Chief Compliance Officer
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/loren-downs.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/01/Loren-Downs-family.png)
Loren Downs, NSSA®
Senior Vice President of SPG, Inc.
Lead Investment Advisor Representative
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Tyler Lively, CFP®, CRPC®
Director of Financial Planning
Investment Advisor Representative
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Kevin Johnson
Director of Marketing
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/cody-crawford.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/01/Crawford-family.png)
Cody Crawford, RICP®, NSSA®
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/gretchen-curtis.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/01/Gretchen-Curtis-family.png)
Gretchen Curtis, NSSA®
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/joe-duncan.jpg)
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img/https://myspg.com/wp-content/uploads/2020/01/Duncan-family.jpg)
Joe Duncan, RICP®, NSSA®
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/cj-lovsted.jpg)
CJ Lovsted, CFP®, NSSA®
Investment Advisor Representative
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2023/06/Dima_385x385.png)
Dmitriy Lebedev
Independent Insurance Advisor
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/victoria-blehm.jpg)
Victoria Blehm
Independent Insurance Advisor
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2020/10/Dean-Hale-385x385-1.png)
Dean Hale
Independent Insurance Advisor
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/wendy-mcdermott.jpg)
Wendy McDermott
Office & Events Manager
Senior Executive Assistant
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Kris Hsin
Communications Manager
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/04/Debbie-S-385x385-1.png)
Debbie Sizemore
Human Resource Manager
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/debbie-kellogg.jpg)
Debbie Kellogg
Sr. Client Services Coordinator
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Kaylee Carter
Client Services Coordinator
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/Caitlyn-385x385-1.png)
Caitlyn Scannell
Client Services Coordinator
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/10/Rachel-Crosbie-385x385-1.png)
Rachel Crosbie
Client Services Coordinator
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Kressa Truong
Client Services Coordinator
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Sunshine Matthews
Marketing Event Coordinator
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Amanda Wilkins
Marketing Creative Coordinator
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/laura-stacy.jpg)
Laura Stacy
Compliance Analyst
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2022/07/cari-ensley.jpg)
Cari Ensley
Front Desk & Office Coordinator
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Kimmy Barker
Scheduling Coordinator
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_385,h_385/https://myspg.com/wp-content/uploads/2023/01/Moore_385x385.png)
Leah Moore
Operations Coordinator
![](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img,w_1024,h_1024/https://myspg.com/wp-content/uploads/2020/01/Heather-headshot-1024x1024.png)
Heather Henderson
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.