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Cindy Reid-Shelton has been working with clients building financial plans for more than 25 years. Read More…

Kim Powell has been a marketing communications specialist for nearly 25 years. Read More…

Jennifer Davis has been in the financial service industry for 20 years. 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…

As the operations and marketing specialist at Intent Planning, Jordan supports advisors and clients with top-notch service.

Bob Bayes has been in the financial services industry since 1988 advising people, just like you 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 nearly 15 years. Read More…