Meet The Team

Proper Planning is rarely a solo act. By partnering together as a team of financial professionals, we bring broader perspective and more consistent support, so you can move forward with clarity and comfort. It's not just what you're building. It's who you're building it with.

Headshot of Latoya Dansby

Latoya Dansby

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Joseph N Irwin, FSCP

Meg Headshot

Megan R.L. Melendez