Our Team

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. 

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...

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...

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.

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.

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,...

Candice Chavez joined Planned Solutions in 2016. She has over a decade of experience playing an integral role in managing the relationships between the advisors and clients. Candice is your main point of contact. 

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...