About Us
What We Do
Forging a
Path Together
Established in the 1980s, we are proud to be the second generation of owners at Planned Solutions, Inc.
We believe that understanding our clients is the foundation of successful financial planning. That's why we take the time to truly get to know each and every one of our clients. We listen attentively to their needs, goals, and aspirations. By working closely together, we empower our clients with knowledge and help them make informed decisions while understanding the "why" behind them.
We understand that every individual's financial situation is unique. That's why we provide tailored advice based on your specific needs, rather than offering generic, cookie-cutter solutions. We do not outsource our portfolio management or newsletters. This ensures that our clients receive the highest level of personalized attention and expertise at all times.
As licensed professionals, we are authorized to prepare tax returns. But we go beyond the basics. We prepare your tax returns, providing you with more insight and actual numbers. This comprehensive approach allows us to integrate tax planning seamlessly into your overall wealth management strategy.
At Planned Solutions, we pride ourselves on being a one-stop shop for wealth management. Our team of advisors maintains multiple designations, which goes beyond the minimum licensing requirements for investment adviser representatives. With years of experience under our belts, we bring a wealth of knowledge to the table. Our clients have direct access to any of our advisors, including our senior team members. We do not believe in relegating our clients to "junior" advisors; instead, we ensure that you receive guidance from seasoned professionals who have your interests at heart.
Our relationship managers are committed to going the extra mile for our clients. We are proactive in our approach, staying ahead of the curve to anticipate your needs and provide you with the best possible solutions. We believe building strong, long-lasting relationships is the key to achieving financial success together.
We are more than just financial advisors. We are partners on your journey towards financial prosperity. Let us help you navigate the complexities of wealth management and guide you toward a brighter, more secure future.
Candice Chavez
Client Relationship Manager
Carter Osborne
Paraplanner, EA
Daryl Wong
Partner, Senior Advisor, CFP®, EA
Dr. Chase Armer
President, CFP®, CFA®, EA
I have always been fascinated by complex puzzles, and personal finance is no exception. Each client's financial situation is like a unique puzzle, where the desired result varies based on their resources, goals, and dreams. My passion...
Joel Ransford
Partner, Senior Advisor, CFP®, CPA
Katelin Lopez-Alibudbud
Client Service Associate
Katie Dunnam
Director of Operations, Chief Compliance Officer, IACCP ®
Being a part of Planned Solutions has allowed me to combine my passion for the financial industry with my commitment to ensuring compliance. I am dedicated to providing our clients with exceptional service and assisting our advisors in...
Matthew Young
Paraplanner, EA
Michele Robb
Client Service Associate
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...
Scott McIntyre
CFP®
Shannon Druivenga
Partner, Director of Client Services/Financial Planner CLU®
From the time that I can remember, I have enjoyed helping people steer through difficult situations. Ever an optimist, I strive to make what may seem to be an unbelievable obstacle to overcome, achievable. That is why...