Broker Check

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® | mikeg@incomeplanninggroup.com
Michael Granbois is an investment advisor representative of Capital Asset Advisory Services, LLC and is not associated with WFG Investments, Inc.

Karen Stay | karens@incomeplanninggroup.com
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® |tomw@incomeplanninggroup.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 | joshn@incomeplanninggroup.com
Joshua Nolby is a Registered Assistant of WFG Investments, Inc., member FINRA & SIPC

Wanda McLeviswandam@incomeplanninggroup.com
Wanda McLevis is an Associated Person of WFG Investments, Inc., member FINRA & SIPC

 

Partners

Nicole Bakertax@incomeplanninggroup.com
Nicole Baker is an enrolled agent with the IRS.

Margaret Suddendorf, Attorney at Law | peggys@suddendorflegal.com
Margaret is the owner of Suddendorf Legal Services, LLC

WFG Investments, Inc. member FINRA & SIPC is not affiliated with Suddendorf Legal Services, LLC.