Our Team

We work for you

At Senior Planning Advisors, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

Kirk Cassidy, IAR

President & CEO

Kirk Cassidy is the President and CEO of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm.

Over the years, Kirk has helped people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance and reduce the chances of outliving their money in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.

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Paul Metler, Psy.D., MBA

Financial Advisor
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Josh Jackson, RICP

Financial Advisor
Michael

Michael Masserant, APMA

Financial Advisor
Brian

Brian Atherton

Financial Advisor
Jake

Jacob Zagor

Financial Advisor/Financial Planner
Jessica

Jessica Cassidy

Chief Operations Officer
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Heather Lyon

Chief Compliance Officer
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Rachel Tuel

Chief of Staff
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Lea Boreland

Director of Growth and Business Development
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Krystal Rampersad

Director of Operations
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Brittany Henson

Financial Planning Manager
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Jessica Meyers

Financial Planning - Team Lead
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Jason MacLean

Financial Planner
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Matthew Andreoli

Financial Planner/Operations
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Shawn Srivastava, APMA

Financial Planner
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Lisa Mange, CFP®

Financial Planner
Trey

Trey Haeger

Financial Planning Coordinator
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Jared Lee

Operations
Amber I

Amber Irvine

Client Services Manager
Joan

Joan Alexander

Senior Client Services Associate
Amy

Amy Fischer

Client Services Associate
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Rebecca Barskiy

Client Services Associate
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Imari Williams

Client Services Associate
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Megan Seaton

Client Services Associate
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Erin McAuley

Administrative Coordinator
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Madison Preston

Administrative Coordinator
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Vanessa Carvalho

Human Resources/Accounting Assistant
Chris

Chris Hooper

Digital Marketing Director
Tiffany

Tiffany Wong

Marketing Manager
Brandon

Brandon Yoder

Media Production Manager
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