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!
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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
Malea Hornback, CFP®
Associate 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
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
Noah Sayre
Relationship Associate
Joined WPC 2020
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 pertinent 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.