Our People

Kerry Gasman

President

(920) 730-3333

(920) 731-7401

kerry@planningconcepts.net

Securities licensed in: WI, MI and TX

Randall Schmitz

Vice President

(920) 730-3333

(920) 731-7401

randy@planningconcepts.net

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

Michael Gasman

Account Executive - Appleton Office

(920) 730-3333

(920) 731-7401

mike@planningconcepts.net

Securities licensed in: MA, MI, and WI

Kevin Tobak

Account Executive - Appleton Office

(920) 730-3333

(920) 731-7401

kevin@planningconcepts.net

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

Appleton Office Staff

Julie Wild

401(k) Department/General Information

(920) 730-3333

(920) 731-7401

julie@planningconcepts.net

Kyle St. Marie

Accounting/General Information

(920) 730-3333

(920) 731-7401

kyle@planningconcepts.net