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.

David Stryzewski

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

Investment Advisor Representative

Cody Crawford

Investment Advisor Representative

Quinton McDermott

Investment Advisor Representative

Joe Duncan

Investment Advisor Representative

CJ Lovsted, CFP®

Investment Advisor Representative

Victoria Blehm

Independent Insurance Advisor

Dean Hale

Independent Insurance Advisor

Gretchen Curtis

Director of Operations

Investment Advisor Representative

Wendy McDermott

Office & Events Manager

Senior Executive Assistant

Kris Hsin

Communications Manager

Debbie Sizemore

Employee Experience Manager

Charlene Nelson

Client Services Manager

Debbie Kellogg

Sr. Client Services Coordinator

Kaylee Carter

Client Services Coordinator

Judith Vissel

Client Services Coordinator

Ryan Gordon

Client Services Coordinator

Caitlyn Scannell

Client Services Coordinator

Edith Vissel

Client Services Coordinator

Laura Stacy

Compliance Coordinator

Sunshine Matthews

Education Services 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.