LifePlan Group Employee Directory

Q: What is LifePlan Group known for?

LifePlan Group was founded in 2003. LifePlan Group operates in the Financial Services industry.

Q: How many employees does LifePlan Group have currently?

LifePlan Group has approximately 9 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

We are financial advisors helping our clients make wise financial decisions. We specialize in Wealth Management, Retirement Income Planning, Tax Planning, and Estate Planning. Our goal is to help keep our clients on the path towards financial security and independence because everyone deserves a secure, independent retirement.

LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm registered with the U.S. Securities and Exchange Commission; and LifePlan Tax and Insurance Group, INC a firm licensed to sell insurance. 
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of LifePlan Group or their advisors is stated or implied. Appearances in media outlets were obtained through a paid PR firm.

Find LifePlan Group employees' phone numbers or email addresses

LifePlan Group Global Highlights

North America
14

United States Of America
14

Europe
1

Greece
1

LifePlan Group's Leadership

D. W.
Chief Of Staff / Ea
Mobile Phone
Email
A. S.
President; Investment Advisor
Mobile Phone
Email
K. S.
Founder And Investment Advisor
Mobile Phone
Email
A. F. C.
Director Of Client Relations
Mobile Phone
Email
J. B.
Client Service Manager
Mobile Phone
Email
B. N.
Paraplanner
Mobile Phone
Email
R. W.
Investment Advisor
Mobile Phone
Email
K. R.
Board Member
Mobile Phone
Email

LifePlan Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Accounting
Other

Contact profiles from LifePlan Group

Name

Title

Contact Info

Location

Last Update

A. S.
President; Investment Advisor
Mobile Phone
Email
Dec 02, 2025
K. S.
Founder And Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 25, 2024
D. W.
Chief Of Staff / Ea
Mobile Phone
Email
United StatesNorth Carolina
Dec 02, 2025
A. F. C.
Director Of Client Relations
Mobile Phone
Email
United States
Dec 02, 2025
J. B.
Client Service Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
B. N.
Paraplanner
Mobile Phone
Email
Dec 02, 2025
R. W.
Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Dec 02, 2025
K. R.
Board Member
Mobile Phone
Email
United StatesNorth Carolina
Dec 02, 2025
T. M.
Front Office Coordinator
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
S. F.
Mobile Phone
Email
Nov 17, 2025

Frequently Asked Questions

What is LifePlan Group known for?

LifePlan Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 7201 Creedmoor Road Suite 147 Raleigh, North Carolina 27613 United States; you can contact the main corporate office by phone at

+1-919-858-****

. Explore LifePlan Group's company overview page for more information.

What is LifePlan Group's most common email format?

LifePlan Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifePlan Group email formats with LeadIQ.

How many employees does LifePlan Group have currently?

LifePlan Group has approximately 9 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are LifePlan Group's key employees and leadership?

As of February 2026, LifePlan Group's key employees include:

Chief Of Staff / Ea: D. W.
President; Investment Advisor: A. S.
Founder And Investment Advisor: K. S.
Director Of Client Relations: A. F. C.
Client Service Manager: J. B.

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