CEO, Financial Concierge, Investment Advisor
Morrie W. Reiff is the founder and President of Planned Asset Management and an Investment Advisor Representative as well as a Registered Securities Principal and Representative with M.S. Howells & Co. With over 35 years of experience...
Paul Okawa is the Vice President of Planned Asset Management and an Investment Advisor Representative and President of Quantitative Strategies, managing assets with a focus on Exchange Traded Funds.
Jamie is a Financial Advisor Associate who is following in the footsteps of her father, Morrie W Reiff, founder and President of Planned Asset Management. Her expertise is financial planning and money management for women, the next...
Larry Schechter is a financial advisor with Planned Asset Management and a Registered Representative with M.S. Howells & Co.
Wealth Management Advisor
Bryon W. Smith, Senior Vice President and IAR with Planned Asset Management, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Wealth Management Advisor with a passion for assisting people in achieving their long-term...
Vice President of First Impressions
Audrey Witt is the Vice President of First Impressions at Planned Asset Management. An important member of the team, she lends assistance in all areas of operations and is the first person to greet clients.