Planrock Wealth Strategies, LLC

Alexander Pazdan is a financial advisor at PlanRock Wealth Strategies, LLC with over 20 years of industry experience. He holds the Series 65 designation and has worked previously at Victory Capital Management and Persistent Capital Management. His current role involves working within a team-based environment at PlanRock. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm emphasizes ETFs, mutual funds, and other liquid instruments through strategic and tactical asset-allocation models, and operates proprietary NYSE-listed ETFs while serving as a sub-advisor to pooled investment vehicles.

Pleshetta Loftin is a financial advisor at PlanRock Wealth Strategies, LLC with 12 years of industry experience. She holds the Series 63, 65, and 66 credentials and has worked at firms including Wildflower Investments LLC, PlanRock Investment Management, and Persistent Capital Partners LLC. Outside of her advisory work, she consults on business and compliance issues at Persistent Capital Partners. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm offers strategic and tactical asset allocation across multiple asset classes and is notable for sponsoring proprietary ETFs while also acting as a sub-advisor to pooled vehicles and registered investment companies.

David Moore is a CFP® with 43 years of experience in financial advising. He is currently with PlanRock Wealth Strategies, LLC and has held previous roles at firms including Compass Advisory Partners LLC, Victory Capital Management, and FSC Securities Corporation. Outside of advisory services, he manages Tailwinds Aviation, LLC, an aircraft holding company. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other investment advisers. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, equities, and fixed income, and sponsors proprietary ETFs while serving as a sub-advisor to registered investment companies.

Daniel Banaszak is a CFA® charterholder affiliated with PlanRock Wealth Strategies, LLC. He has experience with Victory Capital from 2015 to 2019 and has been self-employed since 2020. Banaszak has been with PlanRock Investment Management, LLC since 2023. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm manages approximately $64.4 million across about 35 client relationships and emphasizes ETF and mutual fund investments using strategic and tactical asset-allocation models.

Stephen Hammers is a financial advisor at PlanRock Wealth Strategies, LLC in Brentwood, TN, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Compass Efficient Model Portfolios, and Victory Capital Advisers. He has been with PlanRock Investment Management since 2019. PlanRock Wealth Strategies provides fee-based, discretionary investment management and advisory services to individuals, institutions, and other advisers. The firm offers model portfolio and due-diligence services, sponsors proprietary ETFs, and serves as a sub-advisor to pooled vehicles and registered investment companies.

Angela Moore is a financial advisor at PlanRock Wealth Strategies, LLC in Franklin, TN, holding a Series 65 designation with four years of industry experience. She previously worked at Compass Advisory Partners and PlanRock Investments LLC, and earlier was affiliated with the University of Findlay. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and financial advisers. The firm manages approximately $64.4 million across around 35 client relationships, utilizing ETFs, mutual funds, and other liquid instruments through strategic and tactical asset allocation models with ongoing monitoring and rebalancing.