Meet the Team At Income Planning Group, we not only work for you, we work with you to create a well-rounded and flexible plan that can help meet your financial needs throughout your lifetime. From the beginning, you'll be assigned a personal planning team. This team is dedicated to: Building a personal lasting relationship with you.Explaining the relevant options and possible strategies.Guiding you to make informed decisions.Working with you to develop your personalized, flexible financial plan.Offering you personal, direct service and support. Our team means you’ll always have access to professionals who are focused on your goals. Financial Advisors Michael Granbois, CFP®, RICP® | email@example.com Michael Granbois is an investment advisor representative of Capital Asset Advisory Services, LLC and is not associated with WFG Investments, Inc. Karen Stay | firstname.lastname@example.org Karen Stay is a Registered Representative of and securities offered through WFG Investments, Inc., member FINRA & SIPC. Karen Stay is an Investment Advisor Representative of Capital Asset Advisory Services, LLC. Thomas Wade, RICP® |email@example.com Thomas Wade is an investment advisor representative of Capital Asset Advisory Services, LLC and is not associated with WFG Investments, Inc. Support Team Joshua Nolby | firstname.lastname@example.org Joshua Nolby is a Registered Assistant of WFG Investments, Inc., member FINRA & SIPC Wanda McLevis | email@example.com Wanda McLevis is an Associated Person of WFG Investments, Inc., member FINRA & SIPC Partners Nicole Baker | firstname.lastname@example.org Nicole Baker is an enrolled agent with the IRS. Margaret Suddendorf, Attorney at Law | email@example.com Margaret is the owner of Suddendorf Legal Services, LLCWFG Investments, Inc. member FINRA & SIPC is not affiliated with Suddendorf Legal Services, LLC.