Our Firm

John R. Hooper

Founder & CEO

Isaac E. Halls

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

Joel R. Hooper

Wealth Manager, Partner

J. Michael Chin

Wealth Manager, CLU, ChFC

John D. Werft, CPA, CFP®

Wealth Manager

Robert Rockwell

Wealth Manager

Sandra E. Henderson, RHU

Insurance

Marjorie Coleman

Client Service Associate

mcoleman@planfinancial.com

Stacy Van Valkenburg

Client Service Associate

svalkenburg@planfinancial.com

Patti Heinrichs

Client Service Associate

pheinrichs@planlifewealth.com

Eric Escobar

Director of Technology