Vita Planning Group LLC

Cole Willyard is a financial advisor at Vita Planning Group LLC in Eugene, OR, holding a Series 66 designation with three years of industry experience. He previously worked at Merrill for three years and US Bank for seven years. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and also provides tailored asset management and financial planning for individual and corporate clients. The firm offers both fiduciary and non-fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation across a broad investment universe.

Timothy Gallagher is a financial advisor at Vita Planning Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Financial Services, Liberty Wealth Management, and E*TRADE Securities. Gallagher is also involved with Vita Insurance Associates, where he dedicates significant time to insurance-related activities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm emphasizes investment policy development, plan option monitoring, and diversification, managing approximately $64.4 million in discretionary assets as of the end of 2024.

Karl Hansen is a financial advisor with Vita Planning Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at several firms including Liberty Group, LLC and AE Financial Services, LLC. Outside of his advisory role, Hansen serves as president and director for local homeowners associations and is involved in property management and investment through multiple business entities. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and provides tailored asset management and financial planning for individual and corporate clients. The firm offers both discretionary and non-discretionary fiduciary services, emphasizing investment policy development, plan option monitoring, and diversified asset allocation.

Erik Hansen is a financial advisor at Vita Planning Group LLC in Vancouver, WA, holding a Series 65 designation with five years of industry experience. He has been with Vita Planning Group since 2021 and is also president of Vita Insurance Associates, Inc., an insurance firm providing executive and employee benefits. Vita Planning Group primarily advises participant-directed defined contribution retirement plans and offers tailored asset management and financial planning for individual and corporate clients. The firm provides ERISA fiduciary services, participant education, and utilizes a broad investment universe focused on asset allocation and diversification.