News & Events
CFP Designation
Wealth Planning Corporation is proud of our team's work to obtain CFP certifications and we remain in good standing with the Certified Financial Planning Board of Standards, Inc. (CFP Board).
Noah Sayre
Role: Relationship Associate Joined WPC: 2020 Education: Bachelor’s Degree in Economics and Finance with a minor in Accountancy from Thomas More University Experience: Before joining WPC, worked within the family construction business, as well as jobs with The LEGO...
Louann McNamara
Role: Administrative Associate Joined WPC: 2018 Education: Associates Degree in Applied Business from Lima Technical College/Rhodes State College Experience: Prior to WPC, employed several years in operational, administrative and customer service roles in...
Steve Milby, CFP®
Role: Financial Planning Associate Joined WPC: 2019 Education: Served five years in the US Navy prior to graduating from the University of Kentucky Gatton School of Business with a major in Finance 1999 Experience: Financial and investment services industry...
Malea Hornback, CFP®
Role: Associate Advisor Joined WPC: 2014 Education: Miami University Bachelor of Arts in Political Science 1992 graduate Experience: Joined WPC in 2014 with several years of prior financial services experience specializing in client relations. Earned CFP®...
Patrick Scarborough, CFP® CFA
Role: Portfolio Manager Joined WPC: 2011 Education: Graduated Magna Cum Laude from the University of Cincinnati in 1995 with majors in Finance and Management Experience: Affiliated with the financial and investment services industry since 2001 and has earned both...
Jerry Yox, CFP®
Role: Lead Adviser Joined WPC: 2018 Education: Graduate of the University of Dayton in 1984 Experience: Employed in the financial services industry since 1984 with nine years in the credit and lending industry. Began his investment career in 1993. Earned his...
Todd Lyon, CFP®
Role: Lead Adviser Joined WPC: 2011 Education: Graduate of the University of Dayton in 1990 Experience: Focuses on guiding clients through retirement planning, college planning and tax strategies Family: Married to Gina 20+ years and proud father of three children:...
Angie Dietrich
Role: Vice President of Operations & Relationship Management Joined WPC: 2008 Education: Earned Bachelor of Science from Xavier University in 1998 Experience: Prior to WPC, spent 12 years with a local financial institution as a Relationship and Branch Manager...
Todd Steinbrink, CFP®
Role: President / Wealth Adviser Joined WPC: 2006 Education: Graduate of Indiana University’s Kelley School of Business in 1987 Experience: Joined WPC in 2006 after years of financial institutional industry experience Family: Married to Carla and father of 3...