Click below to learn more about our staff
Brian manages all of 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 portfolio maintenance services and plays a pivotal role in planning and preparing all appointments.
Brian and his wife, Brooke, have two young children, Graham and Olivia, and a dog named Nova. They love to spend their time camping and being active as a family.
Dan oversees new applications and existing services at LifePlan to keep our relationships with our clients strong. He also plans and monitors daily operations to ensure goalkeeping and achievement progress.
Dan loves spending time with his wife, Michelle, and their three kids, Jillian, Emma, and Jack.
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 young sons, Ezekiel and Gabriel, and a dog, Gator. They enjoy being active as a family.
Melissa is a jack of all trades on the LifePlan team, providing administrative support to clients and coworkers. She focuses on keeping the office running smoothly. She offers a great impression between LifePlan and the community.
Melissa and her husband, Jason, are busy home schooling their five kids: Maya, Corbin, Damin, Isak, and Avery.
Do you have a question about your retirement plan? Fill out the form below and we’ll be in touch shortly.