President, Senior Advisor
Rick is President and Founder of Planning Capital Management Corporation. Drawing from his experience as a Financial Advisor he developed the organization specifically to provide no boundary wealth management strategies to meet its client goals.
Daniel Brady, CFP®
Vice President, Shareholder
Dan Brady is the Vice President and a Shareholder of Planning Capital Management. Dan joined the PCM team in August 2013 as a financial planner. His primary focus is working directly with clients and managing the business operations of Planning Capital.
Jay Ahlbeck, CLU®, ChFC®
Mr Ahlbeck graduated from Wittenberg University, Springfield Ohio in 1983 where he was an honor student and where he earned a Bachelor of Arts in Business Administration and Political Science. Mr Ahlbeck spent his entire professional career in the field of financial services prior to founding JDA & Associates in January of 2003.
Brandon Abe, CFP®
Brandon Abe joined the Planning Capital Management team in January 2015. As a Financial Planner, he’s motivated to get clients in the best position to reach their goals. Brandon dedicates himself to ensuring that clients have the right financial strategies at their disposal.