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 ALU 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.
Brian has been in the insurance industry for 41 years and with Comprehensive Planning since its inception. He specializes in advanced planning concepts and is one of Comprehensive Planning’s owners. He has a Bachelor of Science degree in Business from Oakland University (1977), holds American College designations of CLU and ChFC, and holds a life/health license. Brian and his wife live in Rochester Hills and enjoy practicing yoga regularly and spending time with their 3 dogs.
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.
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 and is currently the Operations Manager. April holds a life/health license and a CLU designation from the American College. April spends her spare time bowling and playing games with her husband and son.
Senior Marketing Associate
Sara started her career with Comprehensive Planning in 2003. She the senior marketing associate and assists advisors with illustrations, product recommendations, and case design. She holds a life insurance license. Sara enjoys the outdoors and spends her spare time hiking, camping, and kayaking with her husband, two girls and her dog.
Nicole joined Comprehensive Planning in 2014 as the receptionist. She has moved into the marketing department and now assists with quotes and handles all contracting and licensing. She holds a life insurance license. Nicole is a mother of two boys and enjoys camping, baking and spending time with family and friends.
Brittany joined Comprehensive Planning in 2015. She is our receptionist and so much more. She is also responsible for policy service work, running quotes, and ordering supplies. 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.
New Business Team
Marisa began her career with Comprehensive Planning in 2005. She is our in-house underwriter and she works on getting the best offer for every client. She is life licensed and holds ACS and ALMI designations. She is also in the process of completing the Pre-Med program with a major in biological sciences at Wayne State University. In her spare time Marisa enjoys time with her three dogs, reading, photography, and volunteering for various charities.
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.
New Business Coordinator
Chrissy joined Comprehensive Planning in 2016 as a new business coordinator. She has six years of case manager experience and is very diligent in processing new business cases. She is responsible for ordering exams and doctor’s records, sending information to the carriers, following up for status and sending out policies for delivery. She is currently working to obtain her life/health license. In her spare time her favorite hobbies include reading, writing, kayaking and boating with her husband.
New Business Coordinator
Sarah joined Comprehensive Planning in 2005 as a new business coordinator. She took some time off in 2011 to start her family and re-joined us in 2017. She is responsible for ordering exams and doctor’s records, sending information to the carriers, following up for status and sending out policies for delivery. Sarah enjoys spending time with her husband and two girls, traveling, and cooking in her free time.