Our Team
At Fi Plan Partners, you work with a team of specialists dedicated to growing your wealth and building Your Financial House.® Our entire team coordinates and collaborates to advise you on Portfolio Strategies and how to make your Financial Blueprint a reality. Our diverse expertise and experience allow us to look at your wealth from multiple viewpoints to ensure every possibility and opportunity has been explored.
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Team Members
Greg Powell
President/CEO
CIMA®
Bobby Norman
Managing Director
CFP®, AIF®, CEPA®
Trey Booth
Chief Investment Officer
CFA®, AIF®
Adam Vansant
Vice President
AIF®, BFA™
Ty Miller
Associate Vice President
Felicia Ludlum
Director of Business Integration
Keri Fish
Chief Operations Officer
Stephanie Grindle
Advisory Services Coordinator
MBA
Renee Frank
Corporate Office Manager
Ashley Page
Senior Vice President
JD, MBA
Jason Hatley
Senior Vice President
CFP®, CPA, PFS™
Mark Hume
Senior Vice President
CFP®
Max Taylor
Senior Vice President
CPA
Laurel Mishkin
Financial Planning Coordinator
