AIS Planning works with motivated individuals/couples that value an unbiased independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being. We help people think bigger, plan better, and enjoy more by providing unbiased, trustworthy advice.

I initially interned at PVFS as the "Name Change Coordinator" and was offered a full-time job in Compliance prior to graduation. I obtained my securities and insurance licenses and spent the next 10 years trying new roles as the company grew from 50 to 300+ people. Along the way I developed a handfull of client-advisory relationships, but spent most of my time with a variety of positions in compliance, marketing and training. I was also responsbile for the development and delivery of a… Show more I initially interned at PVFS as the "Name Change Coordinator" and was offered a full-time job in Compliance prior to graduation. I obtained my securities and insurance licenses and spent the next 10 years trying new roles as the company grew from 50 to 300+ people. Along the way I developed a handfull of client-advisory relationships, but spent most of my time with a variety of positions in compliance, marketing and training. I was also responsbile for the development and delivery of a platform of various software and internet-based tools for financial advisors. During my last two years I decided to test my skills as a full-time commissioned advisor, responsible to 2000+ "house" clients across 10 states. It was then I realized I had a passion for serving/advising clients, but was better suited as a financial planner. That led to my opportunity with AIS Planning, which was founded while working with Mike Sipe at PrimeVest. Show less