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.
Jeff began his career with Mutual of Omaha in 2003 and transitioned to an Independent Investment
Advisor in 2017. He is certified by the American College of Financial Services as a Retirement Income
Certified Professional. Jeff’s focus is on family businesses. He creates retirement plans for owners,
updates the plans throughout the years and sets a plan to transition the business to the next generation
when the time is right. Jeff is married with three children.