

WealthPlan Group Email Formats
Contact top employees from
WealthPlan Group
- WealthPlan Group uses 6 different email formats. The most common is firstNamelastNameInitial (for example, janed@wealthplan.group), which appears in about 69% of work addresses.
- Other common patterns include:
- firstNameInitial_lastName: j_doe@wealthplan.group (5%)
- firstNameInitial_lastNameInitial: j_d@wealthplan.group (21%)
WealthPlan Group’s Popular Email Formats
| Format | Example | Percentage |
|---|---|---|
Format firstNamelastNameInitial | Percentage: 69% | |
Format firstNameInitial_lastNameInitial | Percentage: 21% | |
Format firstNameInitial_lastName | Percentage: 5% | |
Format lastName | Percentage: 3% | |
Format lastName.firstNameInitial | Percentage: 1% | |
Format lastNameInitial.firstNameInitial | Percentage: 1% |
Contact top employees from
WealthPlan Group
Stewart BaleDirector of Client Service
Andrew LargeChief of Staff, Planning & Field Operations
Emily Knowles CodrDirector of Client Services Retirement Plans & Foundations
Zak LeedomHead of Advisor Services
Ward BehlenDirector of Fiduciary Services
Dante SmithChief Investment Strategist
Sarah McLean KennellyChief Operations Officer
Tim HayesFinancial Client Services Associate
Patrick BrewerPartner & Chief Executive Officer
Aaron WintersSr. Wealth Planner
Randy CobleSenior Wealth Advisor
Robert Taylor CFP®Managing Partner
Marc GeelsManaging Partner
Drew DintamanWealth Advisor
Christine BehlenNew Business Coordinator
Chad WitecyDirector of Strategic Finance
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WealthPlan Group Corporate Information: FAQ
The company currently specializes in the Financial Services area. The annual revenue of WealthPlan Group varies between 10M and 50M. To connect with WealthPlan Group employee register on SignalHire.
WealthPlan Group uses 6 email formats across its organization. The most common pattern is firstNamelastNameInitial (e.g., janed@wealthplan.group), used in approximately 69% of work addresses.
WealthPlan Group currently employs over 10-50 people from United States, with a head office in Omaha, Nebraska.
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