The Team Behind Your Plan
Growing With You
At Alpha Planning, we believe that true financial success is built on trust, partnership and genuine care. We are dedicated to understanding your unique story and building a lasting relationship, because we don’t just see you as a client — we see you as part of our Alpha family.
Alpha Planning & Financial Services
About Us
Why Partner With a
You wouldn’t trust your health to a doctor with no credentials. So why trust your hard-earned money to somebody who isn’t a qualified CERTIFIED FINANCIAL PLANNER® professional? As a CFP® professional, Aaron Simpson has undergone rigorous training and education in investments, tax planning, retirement planning and more, and he is held to high ethical standards that require him to put your interests first. Watch the video to see why working with a CFP® professional can help ensure your financial future is handled with the knowledge and experience you deserve.
Our Team
Aaron Simpson, CFP®, ChFC®, RICP® Owner and President
JT Goodson, CRPC® Financial Advisor
Wendy Lange Client Relations Manager & Notary Public
Ashley Fedor Client Service Associate
Megen J. Simpson Business Operations Manager
In Memoriam - 4/22/63 – 7/21/21
Jeffrey P. Cirino
"You never know when someone will walk into your life who impacts you the way Jeff did with me. I will always be grateful to him for the opportunity he provided me and the influence he has had on my development as an advisor. Jeff and I worked together for five years, a period far too short, before he passed away in 2021. So much was taught, learned and discovered over that time that it brings a smile to my face. As Jeff liked to say, we often spend so much time shoveling "the coal" that we rarely turn around and appreciate the pile we've created.
Jeff founded Alpha Planning in 1993 with the same principles my dad practiced in his financial planning firm. It remains Alpha Planning's focus to continue Jeff's legacy of helping guide our clients into and through a successful retirement with confidence."
- Aaron R. Simpson
Ready to Plant the Seeds for Your Retirement?
You only get to retire once, but we help people do it every day. Whether you’re just starting to plan or are nearing retirement, the small choices you make today can have a big impact on your tomorrow.
Connect with us to see how a true partnership can help your financial life take root and thrive.