Our Staff - Building Trust Through Service

Mick, president of Financial Plans & Strategies, Inc., graduated from the University of Notre Dame in 1973 with a Bachelor's degree in Business Administration. He graduated from from Indiana University's Robert H McKinney School of Law...

Maggie graduated with a Bachelor of Science degree in Financial Counseling and Planning from Purdue University in West Lafayette. She is a Registered Investment Advisor and holds her Series 7 and 65 licenses. Maggie is Mick’s...

Kris received her Bachelor of Science in Accounting from St. Francis University, Ft. Wayne Indiana in 1983 and is a Certified Public Accountant. Kris has over twenty years experience primarily in the private accounting sector. The...

Lara is originally from Colorado where she studied business. She moved to San Francisco with her husband where she managed a promotions company for 7 years. Lara joined Financial Plans & Strategies, Inc., in 1996, when she and her...

Alicia has lived in the Greenwood area her entire life graduating from Center Grove High School. She attended the University of Indianapolis and studied to be a paralegal. She serves on the Board of Directors for Haven Sanctuary for...

Amber received her Bachelor of Science degree in Psychology in Bolivar, Missouri. She has over ten years of experience in customer relations and serving as department director roles, including work performed at her previous employment...

Mikayla graduated from Indiana University in 2010 with a double Bachelor of Arts degree in English and Spanish, with a concentration in Creative Writing. Since graduating, she has focused on finding work where she can be of service to...