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About Us.

Providing information, education, and clear strategic options to guide your financial journey.

Dedicated to Your Success.

We believe that meaningful financial direction begins with focused listening. Our team prioritizes understanding your specific milestones, whether you are managing a corporate career, leading a business, or preparing for retirement. By providing clear resources and educational insights, we help you evaluate your pathways to long-term wealth stability.

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Our Strategic
Partnership

And what it means for you.

We align our capabilities with your personal and professional milestones to create a collaborative environment. Our goal is to keep you informed, educated, and supported through every major life transition.

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  • Experience

    Our professionals bring deep industry insights across comprehensive financial disciplines, offering balanced strategies tailored to your unique financial background.

  • Always Growing

    We continuously adapt our methods and expand our knowledge base to support your evolving wealth goals and changing family dynamics.

  • Exceptional Service

    Providing clear communication and objective resources is central to how we guide our community and support our clients.

Meet Your Local Team

Get to know the professionals at LifePlan Financial Inc who are ready to listen, educate, and help clarify your options.

Advisors

Harald Schot

Harald Schot

LPL Financial Planner and LifePlan Financial Owner

Tim Menzies

Tim Menzies

LPL Financial Planner

Teri Perrigoue

Teri Perrigoue

LPL Financial Advisor

Admin

Danielle Titland

Danielle Titland

Administrative Associate

Drew Lomsdalen

Drew Lomsdalen

Administrative Associate

MaKayla Koster

MaKayla Koster

Administrative Assistant

Get Started Today.

If you are ready to explore your financial options with a collaborative team, let us know how to reach you and we will connect soon.

Schedule a Call