Meet the Team at Financial Plan
You are known by the company you keep. We are proud to be a thriving team of professionals dedicated to serving clients with integrity.
Team Members
Get to know our team
With a range of specialties across our advisory team, we offer practical guidance on retirement planning, investment management, tax strategies, and so much more.
James B. Twining, CFP®
Principal, Financial Advisor
Gabriel Twining, CFP®
Principal, Financial Advisor
Dillon Quintana, CFP®
Technical Advisor
Tami Blankers
Operations Director
David Dick, CFP®
Principal, Financial Advisor
Justin Gross, CFP®
Partner, Financial Advisor
Bonnie Dick
Chief Operations Officer
Amy Westerhof
Operations Director
Sophia Boulos
Operations Director
W. Devin Wolf, CFP®
Principal, Financial Advisor
Kelsey Martin, CFP®
Financial Advisor
Karen Gebhardt
Reception
Nathan J. Twining, CFP®
Principal, Financial Advisor
Andrew Zender, CFP®
Financial Advisor
Kim Powell
Operations Director
Stephanie Wolf
Communications Director