Welcome to the first of our bonus episodes of the Planned Solutions Incorporated Podcast, Jason sites down with Katie Dunnam, Director of Operations and Chief Compliance Officer. She joined Planned Solutions in 2003 and has over 20 years of financial industry experience helping ensure financial advisors remain compliant and stay current with the always changing industry regulations. She attended the University of Colorado, Denver and is an Investment Advisor Certified Compliance Professional. Katie lives locally with her husband and son and enjoys attending the local food and arts events, reading and gardening.

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Planned Solutions, Inc.

ADDRESS: PHONE:

1130 Iron Point Road, Suite 170 (916) 361-0100

Folsom, CA 95630 (800) 750-2111

E-MAIL: FAX:

[email protected] (916) 361-0191

WEB SITE:

www.PlannedSolutions.com

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