Inspired Wealth Planning was founded in early 2023 with the mission of inspiring and supporting our clients on their financial journey.
Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. Bob's role at the firm is client engagement and strategy. Kathy will focus on client transitions and paraplanning, and Katherine will specialize in the client experience.
We look forward to working with you!
Client Service Associate