Investment Planners, Inc. -- IPI Wealth Management, Inc.

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When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation. As IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation “Is more than just a name – It is h... Read more

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David Koshinski
Chief Executive Officer

David Koshinski

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Lori Fuerstenberg
Chief Compliance Officer
Eric Lewis
Senior Operations Principal
Brad Henry
Director Of Operations
Staci Leitzinger
Investment Advisor
Lori Kidd
Accounting Associate / Accounts Receivable
Dawn Moncey
Office Manager & Tax Specialist