The Team

Intent Planning is a network of professional advisors, specialists in financial planning, exit planning, wealth management, risk management, accounting, legal and consulting. A collaborative network dedicated to working together to stay on the cutting edge of today’s planning techniques, delivering customized solutions and proven results for our clients with a service level second to none.

List of our team

Cindy Reid-Shelton
Cindy Reid-Shelton
President & CEO
Kim Powell
Kim Powell
Chief Marketing Officer
Jennifer Davis
Jennifer Davis
Chief Development Officer
Sherrie Normand
Sherrie Normand
Director, Operations & Support
Drina McNaughtan
Drina McNaughtan
Senior Operations and Marketing Specialist
Janet Taylor
Janet Taylor
Senior Operations & Marketing Specialists
Jordan Mykietowich
Jordan Mykietowich
Operations and Marketing Specialist
Bob Bayes
Bob Bayes
Senior Vice President
Nick Ylioja
Nick Ylioja
Regional Vice President, Client Solutions
Scott Sherrett
Scott Sherrett
Regional Vice President, Client Solutions
Scott Wilson
Scott Wilson
Director, Client Solutions
Troy Simonson
Troy Simonson
Financial Advisor

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