Meet the TruPlan Team of Dedicated Financial Professionals

Meet the Team

Your Dedicated Financial Team

Meet the financial professionals at TruPlan. Our credentialed financial professionals bring a wealth of knowledge and experience to the table. We are passionate about building relationships with our clients and guiding them on their financial journey. Read on to learn more about each advisor's unique background and areas of specialty.

Justin Prescott, CFP^®

President, Senior Financial Advisor

Alex Mayrand, CFP^®

Chief Investment Officer, Senior Financial Advisor

Elizabeth Scafa, CPA, CFP®, AEP®

Managing Director-Eastern Region, Senior Wealth Advisor

David J. Scafa, CPA, PFS

Senior Wealth Advisor

Sarah Kyles, CFP^®

Senior Financial Advisor

Michael Callanan, CFP^®

Senior Financial Advisor

Dean Peterson, AIF®

Senior Qualified Plans Specialist

Ryan Mead, CFP^®

Registered Representative

Client Service and Investment Professionals

Elena Lapides

Operations Manager

Liz Smith

Administrative Assistant

Lynn Rabehl

Client Service Associate

Heidi Droel

Service Associate

Ian Welsh

Financial Services Associate*

Jay Laramy

Financial Services Associate

Heidi Oliu

Client Service Associate

Matt Kessenich

Intern

Who We Serve

We work with individuals, families, business owners, pre-retirees, retirees, and highly compensated individuals to create personalized financial solutions.

Who We Serve

Our Approach

We strive to build trust and form genuine, lasting relationships with our clients. Gain an effective strategy to pursue the future you are working for.

How We Deliver

Contact Us

Connect with us today to learn how our team can support you on your financial journey.

Get in Touch