The Planning Group Information
Contact top employees from
The Planning Group
Summary
The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process,...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investments, Financial Planning, Retirement Planning, Life Insurance, Tax Planning, Educational Funding, Benefit Planning
Founded
1999
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at The Planning Group shows a diverse range of experience levels:
3% have been with the company for less than 1 year3% for 1–2 years5% for 3–4 years8% for 5–7 years5% for 8–10 years76% have over 11 years of service at The Planning GroupEx-employees positions
In Company
In New Company
Contact top employees from
The Planning Group
Ron Schmidt
Principal
Dani Barron
Principal
Tyler Ewen
Director of Financial Planning & Investments
Reid Johnson
Owner
Peter Wright
President
Paul Shuman
Principal
Nick Brown
Advisor
Tyler Nobel
Associate Financial Planner
Darcy Yocum
Financial Advisor
Daniel Faett
Senior Wealth Advisor - V.P. of Financial Planning
Michael Brown
Principal
Melissa Landry
Financial Administrator
Martin Jankelowitz
Financial Advisor
Dennis Weil
Vice President
Phil D. Smith
Principal Consultant
