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Plan Supporters


a barrier built out into a body of water to protect a coast or harbor from the force of waves.

Plan Supporters

Our behind the scenes major players that come through with big picture thoughts, unforeseen circumstance solving and everyday satisfactions needs.

Meet the Rest
of the Team

Christopher Biancone

Financial Analyst

Jessica Boykin

Marketing Manager

Amanda Chalifoux

Account Associate – Onboarding

Valerie Hitt

SWAT Manager

Leah Holsclaw

Manager, Onboarding

Lisa McFadden

Client Advisor

Cindy Mulligan

Executive Associate

Colleen Smarr

Training Manager

Lyndsay Spaziani

Operations Coordinator

Ceili Waller

Associate, Workflow Soltions