Unique Client Experience

Our goal is to provide quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and increase their financial confidence. Our advisers have earned the right to use the CFP® designation.

All Clients Receive

The experience we create for our clients is based on our core values and principles.
When you work with the Wealth Planning Corporation team, you receive:

Client-Focused Planning

Financial Empowerment

Life-Long Coaching

Generational Planning

Exceptional Attention & Advice

Transparency & Accountability

Our History

WPC founded by C. Michael Johnson

SEC Registered Investment Advisor

Money Coaching System™ developed and deployed

Team of dedicated CFP^®️ and CFA^®️ Professionals with a focus on YOU!

→

Our Team

The Wealth Planning Advisory Team has more than 50 years investment experience.
Our Relationship Associates have more than 20 years industry experience.

“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

Angela Dietrich
Vice President of Operations & Relationship Management
Joined WPC 2008

Tim Dougherty
Financial Adviser
Joined WPC 2022

Malea Hornback, CFP®
Financial Adviser
Joined WPC 2014

C. Michael Johnson, CFP®
Founder / Wealth Adviser
Joined WPC 1984

Todd Lyon, CFP®
Lead Adviser
Joined WPC 2011

Louann McNamara
Administrative Associate
Joined WPC 2018

Noah Sayre
Relationship Associate
Joined WPC 2020

Patrick Scarborough, CFA®, CFP®
Chief Investment Officer
Joined WPC 2011

Todd Steinbrink, CFP®
President / Wealth Adviser
Joined WPC 2006

Jerry Yox, CFP®
Lead Adviser
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: