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Brian manages all the branding and marketing of LifePlan. Through clear and consistent communication, he strengthens the relationships between LifePlan and our clients. He also assists our clients with numerous services and supports the advisors by helping prepare and plan all appointments. Brian and his wife, Brooke, have three young children, Graham, Olivia, and Eli, and a dog named Nova. They love to spend their time camping.
Dan directly manages all the operations behind the scenes at LifePlan Financial, processing new applications and overseeing existing client services. His attentiveness to detail and experience in the business allows him to ensure that our clients stay on course to achieve their retirement goals. Dan loves spending time with his wife, Michelle, and their three kids: Jillian, Emma, and Jack. In his free time, Dan enjoys coaching his daughter’s basketball team, traveling up north with his family, and watching football.
Katie organizes and promotes all of LifePlan’s events, from dinner seminars to client appreciation events. Her detail-oriented personality allows for every event to run smoothly and efficiently. Katie and her husband, Steven, have two sons, Ezekiel and Gabriel. They enjoy being active as a family.
Melissa joined the LifePlan team in 2018. She works as an assistant for Mike while also helping to assist with our client servicing and support. Melissa is responsible for implementing processes that strengthen the relationships with our clients. She helps to keep the office running smoothly. Melissa and her husband, Jason, keep busy with their five kids, Maya, Corbin, Damin, Isak, and Avery, and two dogs, JoJo and Bear. They enjoy homeschooling, playing card games, and summer road trips.
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