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The Planify Group

Financial planning
Financial services

The Planify Group information

The Planify Group's mission is to excite and influence individuals to take action towards clearly defined financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Visit www.finra.org and www.sipc.org for more information. Third-party posts found on this profile don't reflect the views of LPL Financial and haven't been revi...
The Planify Group's mission is to excite and influence individuals to take action towards clearly defined financial goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Visit www.finra.org and www.sipc.org for more information. Third-party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees

Teresa Kroenung
Client Services Manager
Nick Dragan
Wealth Strategist
Valerie Baker
LPL Financial Planner
Todd Gentry
LPL Financial Planner
Bob Hughes
Registered Administrative Associate

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The Planify Group's financial review

Employees

8


Technologies

Rackspace MailGun
Email Delivery
Amazon AWS
Hosting
accessiBe
Analytics and Tracking
Datadog
Web Performance Monitoring

Employees

Teresa Kroenung
Client Services Manager
Nick Dragan
Wealth Strategist
Valerie Baker
LPL Financial Planner
Todd Gentry
LPL Financial Planner
Bob Hughes
Registered Administrative Associate

Looking for a particular The Planify Group Employee?

The Planify Group's financial review

Employees

8


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