Broker Check

Our Team

Jay Ahlbeck, CLU®, ChFC®


Mr Ahlbeck graduated from Wittenberg University, Springfield Ohio in 1983 where he was an honor student and where he earned a Bachelor of Arts in Business Administration and Political Science. Mr Ahlbeck spent his entire professional...

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Daniel Brady, CFP®, CLU®

Director of Financial Planning

Dan joined the Planning Capital Management team in August 2013. As the Director of Financial Planning, he works closely with clients in developing their financial strategies. His vast range of knowledge and commitment to the...

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Brandon Abe, CFP®

Financial Planner

Brandon Abe joined the Planning Capital Management team in January 2015. As a Financial Planner, he’s motivated to support advisors through exceptional client service. Brandon dedicates himself to ensuring that clients have the...
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