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Caroline Kennedy
President
CKennedy@CapitalPlanningConsultants.net
 
Rodney Paulus
Vice-President
RPaulus@CapitalPlanningConsultants.net
 
E. Wayne Bullis, Ed.D., CSA, RFC
Financial Specialist and Licensed Agent
WBullis@CapitalPlanningConsultants.net
 
Nick Michale
Licensed Agent
nmichale@cmic.net
 

 

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Robert E. Fleck, CPA/PFS, CFP
Licensed Agent
fleck@efleck.com
 

 

Terry Anderson
Licensed Agent
tanderson@capitalplanningconsultants.net
 

 

Jake Kennedy
CEO
jake@capitalplanningconsultants.net
 

 

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