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 has been working with clients building financial plans for more than 25 years. Read More…
Nick Ylioja is passionate about helping people in the best way he knows how. Read More…
Scott Sherrett has been serving the financial needs of clients for over 15 years. Read More…
Scott Wilson is passionate about relationships and getting to know the specific needs of his clients. Read More…
Sherrie Normand has been working in various roles in service industries for her whole career. Read More…
Janet has been taking care of the needs of clients for her whole career. Read More…