Our Staff - Building Trust Through Service

Michael Meiners, CFP®, JD, PPC®

President, Investment Advisor Representative

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...

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Maggie Meiners

Minority Owner, COO, Investment Advisor Representative

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 65 licenses. Maggie is Mick’s...

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Lara De Sotel

Minority Owner, CCO, Investment Advisor Representative, PPC

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 ConsultantTM designation. 

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Evan Stout, CFP®

Minority Owner, Investment Advisor Representative

Evan graduated with a Bachelor of Science in Business Administration with a concentration in Financial Planning from Winthrop University in Rock Hill, South Carolina...

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Bauer Schmeltz

Investment Advisor Representative

Bauer graduated with a bachelor’s degree from Wabash College with a concentration in Social Sciences and Economics. Bauer is a Registered Investment Advisor. He previously worked at Charles Schwab, in Indianapolis, on their...
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Salvador Perez, CFP®

Investment Advisor Representative

Sal graduated with a Bachelor of Science in Business Administration, with a concentration in Financial Planning, from Winthrop University in Rock Hill, South Carolina. Prior to that, Sal attended boarding school at Shattuck-St. Mary's...

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Kristine Meiners, CPA

Lead Assistant in Plan Preparation

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

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Alicia Cummings

Administrative Assistant, South Side Office Manager, Paralegal

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...

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Maryanne Hall

Administrative Assistant

Maryanne grew up in the Indianapolis area. She graduated from Eagledale Christian School. She attended Pensacola Christian College in Pensacola, Florida. Before joining Financial Plans & Strategies, Inc. Maryanne worked as a legal...

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Amber McCoy

Lead Securities Processor, Administrative Assistant

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...

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Samuel Dull, FPQP™


[email protected]

Sam graduated from Butler University with a Bachelor of Science in Economics and Management Information Systems. Prior to his time at Butler, he attended Roncalli High School on the south side of Indianapolis. After interning at...

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