by admin | Nov 30, 2021 | About WPC, Company Information, General Information, News
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
by admin | Jul 14, 2020 | Meet the Team
Role: Relationship Associate Joined WPC: 2020 Education: CFP® Candidate. 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...
by admin | Jun 25, 2020 | Meet the Team
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 education,...
by admin | Jun 24, 2020 | Meet the Team
Role: Financial 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® designation...
by admin | Jun 24, 2020 | Meet the Team
Role: Chief Investment Officer 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...
