Jack Hooper is President and Chief Executive Officer of Plan Life & Wealth Management, Inc., the Fresno, California-based life and wealth management company he founded in 1985. He provides strategic leadership, firm management, and is also responsible for managing a number of the firm’s client relationships. Plan Life & Wealth…
Corporate Secretary and Vice President, Insurance Solutions Division, Financial Services Unit Areas of Expertise Individual health insurance Long-term care insurance Group Insurance Employee benefit solutions Sandra E. Henderson has spent the last 20 years developing health and life strategies that have become very high quality processes she uses to assist…
Executive Vice President and Wealth Manager, Wealth Management Division, Financial Services Unit Areas of Expertise Private wealth management industry Emerging needs of the new wealthy Portfolio strategies John D. Werft, CPA, CFP® brings over 30 years of experience in the financial services industry to the clients he serves. John is…
