LifePlan Group Employee Directory

LifePlan Group corporate office is located in 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Operations

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Key Employees of LifePlan Group

AF
Allison Filber...
Director, Client Relations
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LifePlan Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from LifePlan Group

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Contact Name

Contact Info

Job Title

HQ Location

KN
Kendall Nickel
Email Direct
Manager, Marketing
United States , North Carolina , Raleigh

AS
Alex Sutherland
Email Direct
President, Investment & Advisor
United States , North Carolina , Raleigh

AF
Allison Filbert
Email Direct
Director, Client Relations
United States , North Carolina , Raleigh

BN
Brooks Nichols
Email Direct
Planning Advisor
United States , North Carolina , Raleigh

Kenneth Sutherland
Email Direct
Owner
United States , North Carolina , Raleigh

RW
Rob Wilson
Email Direct
Investment Advisor
United States , North Carolina , Raleigh

Former Employees at LifePlan Group

Explore people who held key positions, contributed to LifePlan Group's success, and advanced their careers.

Susan Franklin

Client Services Coordi... at Freeman Financial Serv...

Worked as Manager, Client Services

at LifePlan Group (2023-2024)

Direct

Kim Von Bargen

Development Editor at MedStudy

Worked as Client Relationship Manager

at LifePlan Group (2018-2020)

Direct

Selina Floyd

Administrative Assista... at WebsterRogers

Worked as Client Relations

at LifePlan Group (2017-2018)

Direct

Mask Content

CHSP Coordinator at HenderCare

Worked as Scheduler and Administration Assistant

at LifePlan Group (2019-2020)

Direct

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Frequently Asked Questions Regarding LifePlan Group Employees

How many employees does LifePlan Group have?

LifePlan Group has 1-10 employees

Who are LifePlan Group key employees?

Some of LifePlan Group key employees are Allison Filbert

Where is LifePlan Group located?

LifePlan Group’s headquarters are located at 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States

How do I contact LifePlan Group?

LifePlan Group Contact Info: Phone number: (919) 858-6119 Website: www.lifeplangroup.com

What does LifePlan Group do?

LifePlan Group is a retirement planning investment advisory firm that focuses on providing personalized financial plans tailored to individual dreams and goals. Founded by Ken and Alex Sutherland, the firm emphasizes exceptional service and a client-first approach, ensuring that clients feel confident in their financial decisions. With a comprehens... Read More

Is LifePlan Group a public company?

LifePlan Group is private company therefore does not currently have an official ticker symbol

See more information about LifePlan Group Employees