Michael Boyer is a financial advisor at RCPlanners with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including Ultimate Life Financial, LifePro Asset Management, and Fast Credit Union. Boyer is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis, along with a proprietary retirement income model, to address a range of retirement risks and typically uses a mix of exchange-listed securities, mutual funds, ETFs, and other investment vehicles.

Joseph Harmon is a financial advisor with RCPlanners in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Camelot Advisors LLC d/b/a Harmon Wealth Management and Cambridge Investment Research Advisors, INC. Outside of advising, Harmon plays the bagpipes, dedicating about two hours per week to this activity. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with a proprietary retirement income model that addresses multiple retirement risks, employing a range of investment vehicles including securities, mutual funds, ETFs, and private real-estate offerings for accredited investors.

Jeremy Shipp is a CFP® with 13 years of industry experience, currently serving at RCPlanners in Midlothian, VA. His work history includes roles at Moneytrax North America Inc., Retirewise University, First Advisors National, LLC, Harbor Wealth Advisors, LLC, and others. He is licensed to sell insurance products and dedicates approximately 25% of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis alongside a proprietary retirement income model that addresses multiple retirement risks, offering tailored portfolio management for individual and high-net-worth clients.