The leadership team at Financial Plan, Inc. is growing!

After serving on the Operations Team, then four years as an Associate Advisor with FP Inc, we are proud to announce that Gabriel (Gabe) Twining, CFP® has been promoted to Lead Advisor!

Gabriel has proven himself to be a strategic planner with a steady hand for guiding his clients through market ups and downs. His background in psychology and heart for service will provide a strong foundation for this next chapter of his career.

In addition to his duties as a Lead Advisor, Gabriel will serve on the Principal team as our Chief Personnel Officer. We are honored to have him as part of our leadership team.

His future is bright! Please join us in congratulating Gabe on this accomplishment.

Stephanie Wolf
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