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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

Karen Stay

Karen Stay

Registered Representative

Thomas Wade

Thomas Wade, RICP®

Investment Advisor Representative

Support Team

Geneos Wealth Management, Inc. member FINRA & SIPC is not affiliated with Suddendorf Legal Services, LLC.