Broker Check

Our People

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">The benefits of working with a financial professional.</span>

The benefits of working with a financial professional.

Partnering with a financial professional starts with a conversation about your priorities and goals.  What do you want to achieve, now and into the future?  Based on what matters most to you, your financial professional will develop a personalized plan that fits your unique needs and situation.  As your life matures, your financial professional will keep the conversation going with recommendations for your wealth plan, market news and analysis, and access to the latest wealth technology to help you manage your finances.

Planning Concepts works with a team of advisors representing a broad range of professionals including CPA’s, CFP’s, JD’s, IAR’s and AIF’s.  We will explore the elements which make up your financial picture, and then integrate planning strategies in a way that most efficiently pursues your personal and/or business financial goals.  Our financial planning services are built on trust, transparency and accountability.

Our mission is to provide unbiased advice and guidance.  We bridge the gap between knowing and doing in the financial lives of our clients.

Meet Our Team

Kerry Davis

President / Accredited Investment Fiduciary

(920) 730-3333

(920) 731-7401

kerry@planningconcepts.net

Securities licensed in: WI, MI and TX

Randall Schmitz, CPA, CFP

Vice President / Certified Financial Planner

(920) 730-3333

(920) 731-7401

randy@planningconcepts.net

Securities licensed in: AZ, FL, KS, UT, and WI

Michael Gasman

Qualified Plan Specialist / Financial Consultant

(920) 730-3333

(920) 731-7401

mike@planningconcepts.net

Securities licensed in: MA, MI, and WI

Kevin Tobak, MBA

Financial Consultant

(920) 730-3333

(920) 731-7401

kevin@planningconcepts.net

Securities licensed in: FL, IN, MN, NV, and WI

Kyle St. Marie

Licensed Assistant / Accounting

(920) 730-3333

(920) 731-7401

kyle@planningconcepts.net

Julie Wild

Administrative Assistant

(920) 730-3333

(920) 731-7401

julie@planningconcepts.net