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Our dedicated team will help you manage your wealth today and prepare you for whatever lies ahead. We believe the best way to accomplish this is to focus on the best interests and goals of our clients.

This requires a method of analysis ensuring that our recommendations are tailored to the needs of each unique individual.

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Richard Bell
President, Senior Advisor

Rick is President and Founder of Planning Capital Management Corporation. Drawing from his experience as a Financial Advisor he developed the organization specifically to provide no boundary wealth management strategies to meet its client goals.

Rick’s Full Story

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 client’s best interests make him a top tier financial planner.

Dan’s Full Story

Jay Ahlbeck, CLU®, ChFC®
Senior Advisor

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 career in the field of financial services prior to founding JDA & Associates in January of 2003.

Jay’s Full Story

Brandon Abe, CFP®
Financial Planner

Brandon Abe joined the Planning Capital Management team in January 2015. As a Financial Planner, he’s motivated to get clients in the best position to reach their goals. Brandon dedicates himself to ensuring that clients have the right financial strategies at their disposal.

Brandon’s Full Story

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