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Plan Professionals, Inc. |
About Us
We believe firmly in a complete approach to the financial planning process that is driven by individual client goals. We believe there is a distinct connection between the success of your financial plan and the consistent management of the key elements that directly affect your success: investments, tax benefits, monitoring, and evaluation of progress. |
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Mark A. Schneider, CFP™, EA Founder-Chairman of the Board • Registered Investment Advisor • E-mail Mark entered business in 1971 after serving three years as a paratrooper in the United States Army Airborne Infantry, which included a tour of duty in Vietnam, as well as numerous leadership schools and assignments. Mr. Schneider left the Army to continue his education at the University of Kansas where he earned BS degrees in accounting and business administration. Mr. Schneider financed his education through several entrepreneurial enterprises beginning in 1971. These ranged from retail businesses to real estate investments and development to ongoing financial, investment and tax consulting services. Mr. Schneider is a member of The Financial Planning Association (FPA) which was created when The Institute of Certified Financial Planners and the International Association for Financial Planning merged in 1999, the National Society of Public Accountants, the National Association of Tax Practitioners, the National Association of Enrolled Agents and numerous other business and civic organizations. He has worked as a broker for various insurance and investment companies and is currently a registered principal for Plan Professionals, Inc., an FINRA member Broker Dealer owned by Mr. Schneider. In addition to teaching continuing education classes he also conducts numerous seminars for businesses, associations, clubs and professional groups on the subjects of financial, investment and tax Planning. Mr. Schneider has successfully completed the Certified Financial Planner Professional Education Program, thereby earning the right to use the professional designation of Certified Financial Planner™ (CFP™). This rigorous educational program provides comprehensive training in all areas of financial Planning and is administered by the College For Financial Planning in Denver, Colorado. The designation of CFP™ can only be maintained by adherence to a rigid code of ethics and completion of annual continuing education requirements. Mr. Schneider is an Enrolled Agent (EA), Enrolled to Practice Before the Internal Revenue Service. EA`s are licensed by the United States Federal Government to represent taxpayers before the Internal Revenue Service after passing a difficult two-day series of IRS administered exams covering tax code, regulations, procedures, ethics and return preparation skills for individuals, corporations, partnerships, estates and trusts. Mr. Schneider is also an Accredited Tax Preparer, a designation awarded by the Accreditation Council for Accountancy and Taxation. |
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Jessica Vasquez Firm Administrator & Client Specialist • E-mail Jessica Vasquez is the Plan Professionals, Inc., Firm Administrator and is an experienced Client Specialist. She joined PPI in October 2003. Jessica completed the H&R Block income tax course November 2004, has managed a Liberty Tax Service office and teaches tax classes for Liberty Tax Service. |
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Jacquie Munoz, RP Senior Client Specialist & Registered ParaPlanner • E-mail Jacquie Munoz is Senior Client Specialist and College for Financial Planning qualified ParaPlanner for Plan Professionals, Inc. (PPI). She joined PPI in 1992 after earning her BBA in Business management from Washburn University. Jacquie also completed the H&R Block income tax course in 1993. Jacquie has successfully completed the Registered ParaPlanner Professional Education Program, thereby earning the right to use the professional designation of Registered ParaPlannerSM (RPSM). |
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dolores "dee" Storrer, CPB Administrative Assistant & Client Specialist • E-mail Dee joined Plan Professionals, Inc. in June 2007 as Administrative Assistant and Client Specialist in training. Her financial services experience includes working many years with her husband in the insurance business. She has also managed a Liberty Tax Service office. Her primary responsibilities includes Client Specialist, Certified Public Bookkeeper serving our business clients with their Bookkeeping, Payroll, Tax & Planning needs. |
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Jake Schneider, CPB Information Technician & Client Specialist • E-mail After working for Liberty Tax Service as a tax preparer, office manager and regional supervisor Jake joined Plan Professionals, Inc. (PPI) May 2008. His primary responsibilities include Information Technology, Client Specialist, Certified Public Bookkeeper serving our business clients with their Bookkeeping, Payroll, Tax & Planning needs. |
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info@planinc.org or e-mail today to schedule your free, no obligation, introductory consultation. Securities offered through Plan Professionals, Inc. A registered broker/dealer. • Member FINRA |