We are a small team of experienced professionals who know our clients by name and work hard to ensure your financial needs are assessed and resolved.

Wealth Planning & DesignConcierge Planning Team

Mark Clark, CFP®, CKA®

Chief Executive OfficerMark Clark CFP delivers forward-thinking financial strategies and simplifies the complexities of financial planning. Focusing on financial strategy, not the financial product, sets us apart from other firms. Combining the appropriate financial strategies that make up a unique plan for each client is Mark’s specialty.

Joni Rametta, MBA, CFP®, CKA®

Chief Operating OfficerJoni 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.

Len Leetzow

Financial AdvisorLen 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.

Jeff Speers

Financial Advisor

Charlie Morse, CKA®

Insurance AdvisorCharlie 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.

Jordan Keen

Client Service AssociateJordan was born and raised in Indiana and graduated from Purdue University with a B.S. in Management. Combining her education with her customer service skills, Jordan’s primary goal is to make sure that each client has an excellent experience with the firm. She enjoys working alongside the clients and advisors to meet their needs.

Insurance Planning & DesignAt Insurance Planning and Design, we are a private risk management firm designed to work with individuals and families who have achieved great success.

Jeremy Keller

Chief Risk Management OfficerJeremy 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.

Jeff Tebbe