Broker Check

Our Team

Dr. Chase Armer

President, CFP®, CFA®, EA

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Chase Armer is the President of Planned Solutions. With nearly two decades of industry experience, Chase holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Enrolled Agent designations. 

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Scott McIntyre

CFP®

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Scott McIntyre joined Planned Solutions in 2009 with over 30 years of industry experience. Prior to joining Planned Solutions, Scott earned the title of Senior Vice President from various Investment Companies such as Principal Funds,...

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Katie Dunnam

Director of Operations

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Katie Dunnam is our Director of Operations and Chief Compliance Officer. She joined Planned Solutions in 2003 and has over 20 years of financial industry experience helping ensure financial advisors remain compliant and stay current...

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Shannon Druivenga

CLU®, Director of Client Service

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Shannon Druivenga joined Planned Solutions in 2000 and has spent a majority of his tenure building and nurturing the client services and culture of Planned Solutions. He is a graduate of CSU.

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Joel Ransford

CPA, CFP®

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Joel Ransford joined Planned Solutions in 2011. Joel spent his early career as an accountant and auditor. Joel holds the CERTIFIED FINANCIAL PLANNER™ and CPA designations along with the Series 7.

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Daryl Wong

CFP®, EA

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Daryl Wong joined Planned Solutions in 2016. Daryl has over a decade of experience in the financial planning business including many years operating as an independent financial planner and tax preparer. Daryl holds the CERTIFIED...

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Candice Chavez

Client Services Associate

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Candice Chavez joined Planned Solutions in 2016. She brings over seven years of experience playing an integral role in managing the relationships between the advisors and clients. Candice is your main point for client service and is...

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Katelin Lopez-Alibudbud

(916) 361-0100

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Katelin joined Planned Solutions in 2018. She is responsible for providing office support for both Planned Solutions' operations and financial advisors. During tax season she is central in ensuring all processes are running smoothly...
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Michele Robb

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Michele joined Planned Solutions in 2018. She worked as a Project Manager for many years prior to leaving the workforce to raise her two daughters, Maggie and Reagan. She is responsible for scheduling client appointments, preparing and...
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