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...

Angie attended Ball State University, and graduated with a Bachelor of Science degree from University of Indianapolis. She came to Financial Plans & Strategies, Inc. in 2007 from Chase Bank, where she was an Assistant Vice President...

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 a minority owner of the firm and the Chief Compliance Officer. She manages the staff at both locations. She also holds her Series 66 License and the Professional Plan Consultant^TM designation. 

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...

Evan is currently a senior at Winthrop University in Rock Hill, South Carolina. In December, he will be graduating with a Bachelor of Science in Personal Financial Planning. Evan met Mick and Kris in San Diego at the 2017 TD Ameritrade...

Jennifer is a lifelong Southside resident who graduated from Southport High School. She attended IUPUI and joins us as an Administrative Assistant with over 5 years clerical experience, most recently for the Archdiocese of Indianapolis...

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...