Our Team

We work hard so you don't have to.

Our clients are why we do what we do. Fee-Only Financial Planning, providing peace of mind knowing we are here for you every step of the way.

At Partners in Financial Planning, our team is committed to the delivery of superior service based on a foundation of honesty, integrity, and ethical treatment of one another and our clients. We would love to hear from you to see how we can help with your financial planning needs.

pfp team

Meet Our Team

Pam Poldiak, CFP®, CPA
Co-Founder/Financial Planner

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Rich Bryan, CFP®
Partner/Financial Planner

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Chris Bishop, CFP®
Partner/Financial Planner

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Stephen Bain, CFP®
Partner/Financial Planner

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Sara Epperly, Ph.D.
Associate Financial Planner

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Morgan Sass
Associate Financial Planner

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Jonny Garlow
Associate Financial Planner

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Traci Rose
Manager of Operations & Billing

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Karen Huang
Client Services Specialist

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Rachel Harding
Client Services Specialist

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Jacob Stover
Client Services Specialist

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Haley Arrington
Client Services Specialist

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Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge.

You dream it. We plan it. You live it.