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
Senior Vice President of Operations & Advisory Services
AIF®, BFA™
Ty Miller
Associate Vice President
AIF®
Felicia Ludlum
Director of Business Integration
Renee Frank
Corporate Office Manager
Sonja McGittigan
Operations Specialist
Ashley Page
Senior Vice President
JD, MBA
Jason Hatley
Senior Vice President
CFP®, CPA, PFS
Mark Hume
Senior Vice President
CFP®
Makenzie Phillips
Operations Specialist
