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

Greg Powell


President/CEO

CIMA®

Bobby Norman


Managing Director

CFP®, AIF®, CEPA®

Trey Booth

Trey Booth


Chief Investment Officer

CFA®, AIF®

Adam Vansant

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

Ashley Page


Senior Vice President

JD, MBA

Jason Hatley

Jason Hatley


Senior Vice President

CFP®, CPA, PFS

Mark Hume

Mark Hume


Senior Vice President

CFP®

Max Taylor


Senior Vice President

CPA

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