118 West Winchester Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
At Plan 4 Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Certified Financial Planner
As a committed, seasoned financial advisor with over 25 years of experience in financial planning, Therese is well-versed in global financial product strategies and offers her clients a full spectrum of professional services. Therese...
Client Services Assistant
Debra has been part of the team of Plan 4 Wealth since 2006. Previously, she worked for nine years at an investment advisory firm in Michigan. She also has a background in human resources and banking. Debra enjoys a close...
Branch Operations Manager
Debbie is a Registered Administrative Assistant, Operations Manager for the firm. Debbie entered the financial services industry in 1980 as a wire house operator for...
Justin began his career in 2006 with Goldman Sachs. For the next ten years, he was a Vice President in the Investment Management Division serving as the Embedded Risk Officer of Private Wealth Management. Following his time at Goldman...
Darin entered the financial services industry as a financial advisor in 2003. He spent 10 years at a globally recognized Top 10 Investment Management Firm working as a Senior Analyst on a team managing $4 Billion in assets for high net...
Assistant to *Therese J Milad, CFP®, AIF®
801-568-1968 ext 107
Pam brings extensive customer service, case management and exceptional organizational skills. She has been in the insurance industry for over 20 years, both property and casualty as well as the life side. She is licensed as a life,...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.