About Us
Founded in 1984, Wealth Planning Corporation is a goals-based financial planning and investment management firm committed to individuals and families. Our primary focus is to improve our clients’ long-term financial well-being.
The Money Coaching System™ is the result of years of practical experience, and our CFP® advisers use this methodology as they work with you to build your goals-based blueprint to start you on your path to success.
Our History
WPC founded by C. Michael Johnson
SEC Registered Investment Advisor
Money Coaching System™ developed and deployed in planning
Team of dedicated CFP®️ and CFA®️ Professionals with a focus on YOU!
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Our Team
Our Advisory Team has more than 105 years of investment experience and our Relationship Associates have been serving clients for more than 58 years.
“The legacy I envision for WPC is a team that will uphold our principles of enhancing our clients’ lives for generations by being worthy stewards of the sacred trust they place in us.”
— C. Michael Johnson, WPC Founder
C. Michael Johnson
Founder / Wealth Advisor
Joined WPC 1984
Todd Steinbrink
President / Wealth Advisor
Joined WPC 2006
Angela Dietrich
VP of Operations & Relationship Management
Joined WPC 2008
Todd Lyon
Lead Advisor
Joined WPC 2011
Jerry Yox
Lead Advisor
Joined WPC 2018
Pat Scarborough
Portfolio Manager
Joined WPC 2011
Malea Hornback
Associate Advisor
Joined WPC 2014
Steve Milby
Financial Planning Associate
Joined WPC 2019
Angela Peace
Relationship Management
Joined WPC 2016
Louann McNamara
Administrative Associate
Joined WPC 2018
Core Values
We become trustworthy through well-established and articulated core values and beliefs. The following are some of the core values that we at Wealth Planning Corporation endeavor to instill in every client relationship:
Client Focused
To build and foster meaningful lasting relationships.
Empowerment
To help our clients have confidence in making sound lifetime financial decisions.
Transparency
Through disclosures of pertifnent data, risks, and necessary course adjustments.
Life-Long Learning
By sharing and seeking continual improvement in our knowledge base and skill sets and transferring that wisdom to clients.
Future Generations
Teach the next generation to establish sound money principles and assist with preparedness of family wealth transference.
Frequently Asked Questions
You probably have a few questions you’d like answered before you take the next step.