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 and world-class operations department, we offer clients a full spectrum of services including retirement planning, investment management, tax and wealth transfer strategies, and so much more.
James B. Twining, CFP®
Principal, Financial Advisor
Gabriel Twining, CFP®
Principal, Financial Advisor
Dillon Quintana, CFP®
Financial Advisor
Kim Powell
Operations Director
David Dick, CFP®
Principal, Financial Advisor
Justin Gross, CFP®
Partner, Financial Advisor
Tami Blankers
Operations Director
Mailinh Vu
Financial Advisory Intern
W. Devin Wolf, CFP®
Principal, Financial Advisor
Kelsey Martin, CFP®
Financial Advisor
Bonnie Dick
Chief Operations Officer
Karen Gebhardt
Reception
Nathan J. Twining, CFP®
Principal, Financial Advisor
Andrew Zender, CFP®
Financial Advisor
Amy Westerhof
Operations Director
Courtney Twining
Reception
Stephanie Wolf
Communications Director
Drop us a line.
Schedule your introductory talk with one of our financial advisors.
Contact information:
Email: info@financialplaninc.com
Phone: (360) 383-5764