ABOUT

Wealth Planning and Design

Wealth Planning and Design LLC is a firm with over 95 years of combined financial and investment experience.

While most planners focus on picking the winners in investing, we feel it is equally, if not more, important to avoid the losses. In working with our clients, we find that taking a view of the entire financial picture allows us to “see” the places where money may be unnecessarily be lost. If we can identify those places, we find that our clients are willing to save those and redirect them.

We can help with investments, charitable giving through donor-advised funds, and finding the “holes in the bucket.” Wealth Planning and Design is here to help!

OUR

Team of Advisors

Mark Clark

CFP®, CKA®

At age 20, Mark became a successful manager for United Parcel Service. His grasp of managing people allowed him to lead employee groups to perform at above acceptable standards set by UPS. Mark successfully completed every sale and advanced management training required by UPS.

In 1994, Mark changed his career and has since obtained his CERTIFIED FINANCIAL PLANNER™ designation through Florida State University, Certified Kingdom Advisor™, Series 65, as well as life, and health insurance licenses.

Over the last 22 years Mark has enjoyed working with clients and enjoyed steady growth in the business. Mark is a member of The Financial Planning Association, a volunteer local area contact for Crown Financial Ministries, and a member of the Sarasota Chapter of Kingdom Advisors. Mark and his wife, Tonna, have three daughters, one son, three grandsons and two granddaughters. Mark is also the co-host of Wealth Plan Podcast, a talk show focused on financial issues, which airs weekly and is also available as a podcast. Tune in to listen to stories and processes that are used at Wealth Planning and Design, Inc. to help clients throughout the journey on the road to the life of their dreams.

Mark Clark, CFP®, Certified Kingdom Advisor™ is an Investment Advisor Representative of Wealth Planning and Design LLC.

Joni Rametta

CFP®, CKA®

Joni holds her security licenses, Life, Health and Variable Annuity Licenses. She achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and completed the coursework for the designation of Certified Kingdom Advisor™ through Kingdom Advisors in 2010.   With over 30 years of experience, Joni has a passion to help individuals gain confidence and clarity through wealth management and planning.

Joni Rametta is a 1982 graduate of the University of Central Florida and obtained her MBA from Indiana Wesleyan University in 2017.  A single mother of two adult sons, Joni was born and raised in the Sarasota area.

Joni Rametta, CFP®, Certified Kingdom Advisor™ is an Investment Advisor Representative of Wealth Planning and Design LLC.

Len Leetzow

Investment Advisor Representative

Len attended the U.S. Naval Academy in Annapolis, Maryland as a member of the Class of 1962. He has been serving clients as a financial advisor for more than 50 years. He began his career with Shearson Hammill, a firm that changed names many times – the last name being Morgan Stanley. Throughout his career there, Len was consistently in the top 5% of all firm financial advisors for more than four decades.

Len has served the community for many years. He was a founder of the Foundation of the Girls Club of Sarasota and the Foundation of the Church of the Palms, Director of the Sarasota Chamber of Commerce, and Director of Sarasota County 4-H Foundation. Len was a member of the Board of Directors and Chairman of the Board of Bay Village of Sarasota. Professionally, he was a member and past Co-Chairman of the Directors Council at Smith Barney and a member of the Association of Professional Investment Consultants.

Len resides in Sarasota, where he is an avid golfer and spends time with family.

Len Leetzow is an Investment Advisor Representative of Wealth Planning and Design LLC.

Charlie Morse

CKA®

Financial planning is more than numbers – it’s about family.

Charlie Morse brings a unique perspective to financial planning. His business background – life experiences and 30 years in the financial services industry. In 1988 he began his career providing doctors and business owner’s disability income and asset protection planning. Later he participated in the development and presentation of “A Course in Estate Planning” working side by side with attorneys to develop strategies for individual and families facing estate tax liability – and generational transfer concerns. Charlie likes to work with clients of all ages.  Getting young families on track with sound financial planning, helping baby boomers facing retirement, Charlie strives to build strategies to increase clients tax free income in retirement – reducing income tax – while keeping an eye on asset protection. Always striving to improve his knowledge, he has earned his designation of Certified Kingdom Advisor™ through Kingdom Advisors.

Community service – has always been part of his life.  He has served such organizations as Co-founder of Manatee County Girls Softball League, Planned Giving Counsel National Kidney Foundation of Florida, Elder at Christ Presbyterian Church, Chairman of Young Life East Manatee County, and YMCA Lakewood Ranch Board of Advisors. Charlie and his wife Sue live in Lakewood Ranch Florida – with children and grandchildren sprinkled around Florida.

Jeremy Keller

Private Insurance Advisor

Jeremy brings to the firm his knowledge of insurance and complete family lifestyle and asset protection. He graduated from Mississippi State University in 2006 with a degree in Risk Management, Insurance, and Financial Planning. Jeremy has had a successful 12-year insurance career, beginning at Liberty Mutual in South Carolina. He then spent several years with two large Florida brokers before moving on to become a Sales and Marketing Manager with PURE high net worth insurance. Most recently, he was a Family Risk Manager with BB&T Insurance, the 5th largest insurance broker in the country, before joining the firm.

Jeremy specializes in custom-tailored insurance programs designed to fit each person’s unique lifestyle. His goal is to help accomplished businesses and families by analyzing their exposure to risk and customizing programs to protect their assets. When not working, Jeremy enjoys spending time with his wife and two children, golfing, and volunteering within his church and community.

Jordan Keen

Client Service Coordinator

Jordan was born and raised in Indiana and graduated from Purdue University with a B.S. in Management in 2012. After graduating, she moved down to the Sarasota area with her husband and worked as an Outpatient Service Representative for Sarasota Memorial Healthcare System. Combining her education with her customer service skills, Jordan came to realize she is passionate about serving people. Jordan’s primary goal is to make sure that each client has an excellent experience with the firm, and she is looking forward to working alongside the clients and advisors to meet their needs. Outside of work, Jordan enjoys spending time with her husband and two children, reading, and serving within her church.