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