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, MBA, CFP®

Wealth Manager

Stacy Van Valkenburg

Client Service Associate

svalkenburg@planfinancial.com

Eric Escobar

Director of Technology