Executive Team


Ed co-founded Comprehensive Planning in 1981 (along with Deborah Gilder, CLU). He has been in the insurance industry for 49 years. He transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. He obtained his Bachelor of Science in 1969 from Providence College, Providence RI and he holds a life/health license. Ed is an avid golfer and enjoys spending time with his wife and 3 grandchildren.


Derek joined Comprehensive Planning in 1999. He helped it grow from a Transamerica branch office into a competitive independent general agency and is now an owner. He obtained his Bachelor of Science in 1996 from Rutgers University. Derek holds a life/health license, FINRA Series 6 and 63, CFP, ALMI and AALU designations. He is also a past president of NAIFA Greater Detroit. In his spare time, Derek enjoys playing guitar by the lake with his wife and 3 children at their home in Northern Michigan.

Vice President

Tim joined Comprehensive Planning in 1998. He helped it grow from a Transamerica branch office into a competitive independent general agency and is now an owner. Tim holds a life/health license, a CLU designation from the American College as well as ALMI, and AALU designations. Tim and his wife spend a lot of time volunteering with various charities such as the National MS Society and the Caleb White Project.

Vice President

April started her career with Comprehensive Planning in 1998. She has worked with a variety of advisors from banks, broker dealers, benefit firms and career agencies. She became part of the management team in 2011 as the Operations Manager. In 2018 she became Vice President and in 2020 she became our partner. April holds a life/health license, FINRA Series 6 and 63, and a CLU designation from the American College. April spends her spare time bowling and playing games with her husband and son.

Vice President

April Markland, CLU

Marketing Team

Operations Manager

Chrissy joined Comprehensive Planning in 2016 as a New Business Coordinator. She quickly learned that position and in no time was leading the team. Chrissy has a thirst for knowledge and sought out education in every aspect of the business. In 2019 she became Operations Manager and continues to excel in her position. In her spare time she enjoys spending time on her boat with her husband.

Operations Manager

Chrissy Yandura

Senior Marketing Associate

Brittany joined Comprehensive Planning in 2015. She started out as our receptionist and has moved on to become our Senior Marketing Associate. Brittany runs all permanent illustrations and assists with case design. She is also in charge of contracting an licensing. She continues to learn and expand her role every day. She enjoys walks with her dog, being outdoors, and spending time with her mother and nephews.

Senior Marketing Associate

Brittany Stanek

Marketing Associate

Diana joined CPI in June 2022. She is responsible for policy service work, running term quotes, submitting contracting and licensing paperwork, and ordering supplies. We are quite happy to have her on our team and enjoy her positive and enthusiastic personality!

Marketing Associate

Diana Cicilian

Marketing Associate

Sean is the newest member of our team, joining us in June 2023. Sean is running universal life illustrations, learning product case design, and helping with our marketing efforts. He is a recent MSU business major graduate and is actively working on obtaining his life and health insurance licenses.

Marketing Associate

Sean Galer

New Business Team

Senior New Business Coordinator

Patti has been with Comprehensive Planning since 2001. She is the senior new business coordinator and is very proficient in processing new business applications. She is also very comfortable speaking with underwriters and advocating for the best possible offers. Patti has her ACS and ALMI designations. Patti has two sons and 3 grandchildren. She enjoys gardening, reading and spending time with her boys in her free time.

Senior New Business Coordinator

Patti Hurrell, ACS, ALMI

New Business Coordinator

Kristen joined Comprehensive Planning in March of 2022. She has become very proficient in new business processing in a very short time. Kristen has mastered the electronic submission and delivery systems with multiple carriers. 

New Business Coordinator

Kristen Pop

New Business Coordinator

Alex joined us in June of 2022 and has been a wonderful addition to our team. She helps our advisors throughout the application process and all the way through policy delivery. Alex takes great care and pride in her position and is always ready and able to help our customers.

New Business Coordinator

Alexandra Soro

New Business Coordinator

Courtney is the newest member of our new business team. She joined us in April of 2023 and we are excited to welcome her to our team. Courtney is highly proficient with technology and has a great history of customer service experience.

New Business Coordinator

Courtney Bailiat