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Patrick A

CFP®, Series 65

Columbus, IN

WWA Planning & Investments

Patrick Andrews is a CFP® professional with five years of industry experience, currently serving at WWA Planning & Investments since 2021. Prior to this, he worked for eight years at Cummins, Inc. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides educational seminars and workshops to the community.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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Jalene H

CFP®, Series 65

Columbus, IN

WWA Planning & Investments

Jalene Hahn is a CFP® with 21 years of industry experience and has been with WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as an unpaid registration agent for a dormant LLC. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management and offers services such as comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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Andrew P

Series 65

Columbus, IN

WWA Planning & Investments

Andrew Pajakowski is a financial advisor at WWA Planning & Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Cummins, Inc. for 25 years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides targeted services for clients nearing retirement.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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Megan R

Series 65

Columbus, IN

WWA Planning & Investments

Megan Rynearson is a financial advisor with WWA Planning & Investments in Columbus, IN, holding a Series 65 designation and two years of industry experience. She has previously worked at Cummins, Inc. and Ford Motor Company, as well as held roles at Purdue University. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational seminars, using an evidence-based planning process integrated with portfolio management and providing ESG screening upon request.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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