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Meet Our Team or Schedule a Consultation

Please email or call any of the advisors or support staff below or click on the Contact Us link to schedule a consultation.

Please email or call any of the advisors or support staff below or click on the Contact Us link to schedule a consultation.

We welcome you to connect with PlanRock Wealth Strategies to start your journey toward financial success. Whether you are seeking comprehensive investment management or wealth management services, we are here to assist you every step of the way.

Our team of experts is ready to answer your questions and provide the guidance you need to achieve your financial goals. Please feel free to reach out to us.

Stephen Hammers, CIMA

Stephen Hammers, CIMA

Chief Investment Officer

800-677-7122 ext. 700

SHammers@PlanRock.com

Mr. Hammers has 30 years of investment consulting, financial planning and investment management experience. Stephen is an Advisor with PlanRock Wealth Strategies and serves as the Chief Investment Officer. Stephen Hammers has provided...

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Alex Pazdan

Alex Pazdan

Financial Advisor

800-677-7122 ext. 701

APazdan@PlanRock.com

Alex Pazdan is a Portfolio Manager and partner for PlanRock Funds and an Advisor for PlanRock Wealth Strategies. Mr. Pazdan also served as a portfolio manager for Compass EMP (CEMP), Victory Capital Management and VictoryShares ETFs...
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Dan Banaszak, CFA

Dan Banaszak, CFA

Financial Advisor

800-677-7122 ext. 702

DBanaszak@PlanRock.com

Dan Banaszak utilizes the services of PlanRock Wealth Strategies as an Advisor. Dan Banaszak is a portfolio manager and partner for PlanRock Funds. Mr. Banaszak also currently serves as portfolio manager with Persistent Capital....
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Pleshetta Loftin - Persistent Capital

Pleshetta Loftin - Persistent Capital

Financial Advisor

800-677-7122 ext. 704

Pleshetta@PersistentCapital.com

Pleshetta Loftin utilizes the services of AP Wealth Strategies as a Financial Advisor. Pleshetta is employed by PlanRock Funds as their Chief Compliance/Risk Officer. Ms. Loftin is also the President and Advisor for Persistent Capital...
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The Moore Team - David Moore, CFP and Angela Moore, IAR

Moore Team

David Moore, CFP and Angela Moore, IAR

Financial Advisor

800-677-7122 ext. 703

MooreTeam@PlanRock.com

Jenny Plaugher

Jenny Plaugher

Support and Administration

800-677-7122 ext. 1

JPlaugher@PlanRock.com

As a dedicated Administrative Assistant at PlanRock Wealth Strategies, Jenny Plaugher provides seamless support to our Financial Advisory team, ensuring our clients receive timely and organized service. With a keen eye for detail and...
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