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Len began his career in finance with Shearson Hammill, a firm that changed names many times, the last being Morgan Stanley. He 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. Len is an avid golfer.
Joni began her career at American Express and transitioned to Smith Barney where she spent her entire 30 year career until forming Wealth Planning and Design with her father, Len. 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, and her MBA in Personal Financial Planning in 2017. Joni has a passion to help individuals gain confidence and clarity through wealth management and planning.
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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WR Wealth Planners, LLC’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through WR Wealth Planners, LLC a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
