OUR TEAM
Executive Planning Group contains an ensemble of professionals with expertise ranging from wealth management, through business leadership management and transition, to wealth and business transfer. Our team is particularly adept in addressing the unique needs of business owners, physicians, and executives. We use a multi-disciplinary approach and work with your other advisors to provide you with comprehensive financial solutions. Among the EPG partners are a significant number of professional credentials, degrees, and professional memberships. We take ongoing professional education seriously to better serve our clients.
Drew Wadsworth, CFP®, ChFC®
Partner
Domiciled in PA
CA Insurance Lic. # 0H58090
Ed Trainor, CFP®
Partner
James Grier
Partner
Shane Rapsey, RICP®
Financial Planner & Medicare Benefits Specialist
Domiciled in PA
CA Insurance Lic. # 4100498
Frank Rankin, CLTC
Financial Advisor
Katie Pfeltz
Chief Operating Officer
Registered
Danielle Green
Paraplanner
Nicole Seibert
Case Manager
Lindsey Stitt
Review Specialist
Nancy McGinnis
Application Coordinator
Grace Mineo
Client Service
Destiny Notz
Client Service