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Meet the Team

Wendy Hutchison

Wendy Hutchison is the Client Relations Coordinator and Office Manager at Alpha Planning. She has over 25 years of experience working at financial and insurance-based organizations as the primary point of contact for both clients and institutional groups. The Alpha team is very fortunate to have someone with Wendy’s people skills and operations management. Wendy has become an invaluable client relations and service leader in assisting clients with any and all service requests, networking and sharing the Alpha Planning philosophy.

Wendy’s focus is helping clients understand the educational approach at Alpha Planning and further developing client relationships built on exceptional service and reliability.

In her spare time, Wendy enjoys cooking and baking, pool time during the summer months, and spending time with her boyfriend Bob, as well as her son Kyle.

“The moment I walked into the office for the first time I immediately felt like I was home. Alpha Planning’s core values of Trust, Transparency and Education are weaved into everything we do as a team. It is very fulfilling to help clients understand their current financial situation, work through our process, and be able to realize their retirement dreams. The team environment we have built enables us to give our clients the best personal service they each deserve. When you walk into our office and I greet you with a smile, be warned…it is contagious!”


 

Aaron Simpson

Aaron Simpson is the VP of Advisor Services at Alpha Planning. After working college summer’s at a financial firm in his hometown of Vancouver, Canada, Aaron joined the industry full-time in 2016. He focuses on helping clients by creating and implementing personalized planning strategies designed to maximize retirement income and wealth.

Graduating with a degree in Business and Communications from the University of Mount Union in 2012, Aaron has always had a passion for helping others work through challenges and solving complex issues. He enjoys cultivating long-lasting relationships with clients that are built on trust and transparency in order to best serve their interests and achieve ultimate retirement satisfaction.

Outside of the office, Aaron enjoys the warm weather months around Ohio playing golf, hiking in the Cleveland Metroparks, and spending time with his fiancé Megen. He also enjoys travelling and experiencing new cities around the world.

“The reason I joined Alpha Planning is the transparent approach that Jeff and the team takes with everyone who walks through our doors. We believe in educating and creating a process that will empower our clients to feel comfortable and confident about their future retirement years. Knowledge is power, and if our clients are equipped with enough understanding from our relationship together to feel self-assured about achieving their future goals, then we have done our job.”

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

This website is not a solicitation to sell insurance products. Please consult a qualified financial or tax advisor before committing to any strategy. Alpha planning and Jeff Cirino are Registered Investment Advisors with the State of Ohio Division of Securities.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.