About Us
Planning Partner is the output of two forces of energy and vision. The first force is a team of insurance agents and financial planners with a 20 + years in the industry. We started at AXA Equitable, moved to MassMutual, and then graduated to the independent financial planning channel. During this journey, we spent two decades dreaming up potential online solutions to improve insurance policy tracking and policy service processes. The second force is a team of innovative software engineers that previously worked for Northwestern Mutual.
With 30 years in financial services, Matthew has led strategy for regional firms, specializing in risk mitigation and sustainable growth planning.
Loubna brings two decades of experience in employee benefits and compliance, advising mid-size companies on cost control and regulatory alignment.
Cody has worked in HR and payroll systems integration for over 25 years, helping clients streamline operations and optimize workforce efficiency.
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