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 65 licenses. Maggie is Mick’s...

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. 

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

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...

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...

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...

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...

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...

Julie grew up and has spent much of her life in the Greenwood area. She graduated from Purdue University with a degree in Industrial Engineering and worked as an engineer for 10 years before she and her husband were blessed to be able...

Kerry graduated from Hope College with a teaching degree in 1997. She is married to her husband of 25 years and is thankful to have been able to stay home and raise her 4 children. The last few years she has substituted for the Center...

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...