Meet the PlanWiser Team

Financial Advisory Team

  • Joel Top

    Financial Advisor, CEO, Founder

  • James Mulzer

    Financial Advisor

Tax & Accounting Team

  • Graeme Cloutte

    CPA, Senior Consultant

  • Ryan Mielke

    CPA, Accounting Manager

  • Chris Wallin

    Tax Director, CFO

  • Kent West

    Tax Manager

  • Joseph Holman

    Senior Accounting Associate

  • Dee Reckner

    Senior Tax Associate

  • Terrie Elwood

    Senior Accounting Associate

Client Service Team

  • Jessica

    Client Service Manager

  • Stephanie

    Client Service Associate

  • Adrienne

    Client Service Associate

  • Anita

    Receptionist

Operations Team

  • Maureen Zimmerman

    Operations Manager