Firm Leadership

Eric Escobar

Director of Technology

Isaac E. Halls

Wealth Manager, M.A. Economics, CRPC, Partner

J. Michael Chin

Wealth Manager, CLU, ChFC

Joel R. Hooper

Wealth Manager, Partner

John D. Werft, CPA, CFP®

Wealth Manager

John R. Hooper

Founder & CEO

Marjorie Coleman

Client Service Associate

mcoleman@planfinancial.com

Patti Heinrichs

Client Service Associate

pheinrichs@planlifewealth.com

Robert Rockwell

Wealth Manager

Sandra E. Henderson, RHU

Insurance

Stacy Van Valkenburg

Client Service Associate

svalkenburg@planfinancial.com