Broker Check

Our Team

Dr. Chase Armer

President, CFP®, CFA®, EA

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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Daryl Wong


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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Katie Dunnam

Director of Operations

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

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


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.

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Scott McIntyre


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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Candice Chavez

Client Services Associate

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

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

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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