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.
https://brokercheck.finra.org/
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
AIF®
Felicia Ludlum
Director of Business Integration
Renee Frank
Corporate Office Manager
Stephanie Grindle
Senior Vice President Operations
MBA
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®
Max Taylor
Senior Vice President
CPA
