Built for Generations of Hard Workers.
Inspired by the timeless entrepreneurial spirit of our clients, Coordinated Planning strives to provide an array of financial planning services for business owners, families & individuals who know the value of a dollar and meaning of a hard day’s work.
Take a look at our services for a quick glance at our most popular offerings, and get in contact with us if you’d like to hear more about how our experienced team of financial advisors can help you coordinate your planning.
Meet your team.
Brandon Dirkschneider | CFP®, CAP®, FSC, CLTC
Chief Executive Officer | (402)-505-9341 | email@example.com
Brandon serves as the guiding force behind our financial planning firm, charting the course towards financial prosperity for our clients and ensuring our team’s unwavering commitment to excellence. He is dedicated to helping clients achieve their financial goals with what we believe is unparalleled industry insight.
Director of Business Development | (531)-710-4751 | firstname.lastname@example.org
Adam is a strategic leader responsible for driving growth and expansion opportunities for our organization. As a seasoned professional, he is working to spearhead initiatives to enhance revenue streams, foster long-term client relationships, and position our company as a market leader.
Chase Weaver, CFA®, CFP®, AIF®, RSSA®
Director of Business Operations | (531)-710-4750 | email@example.com
Chase oversees the day-to-day business operations of our company. He plays a pivotal role in aligning operational activities with the overall business strategy and facilitates the smooth function of the organization. He also chairs our in-house investment committee.
Cindy Bojanski, CFP®,RICP®
Financial Advisor | (402)-452-3402 | firstname.lastname@example.org
Cindy is a seasoned adviser who can be your compass to financial success. She can provide insights, personalized strategies, and a clear roadmap to assist in securing your financial future. She can help you make informed decisions to work toward achieving your goals with confidence.
Jared Knobbe, CFP®
Financial Advisor | (531)-710-4753 | email@example.com
Jared provides guidance, tailored strategies, is committed to your financial well-being. He can empower you to make informed decisions to assist in turning your financial goals into reality. Jared works hand in hand with our advisors to design a plan for you and your family.
Insurance Division Manager | (402)-505-9338 | firstname.lastname@example.org
Kris oversees the insurance division within our organization. With her experience in insurance operations, she can ensure exceptional customer service while working closely with our insurance providers to monitor policy performance, service, and new business.
New Business Insurance Manager | (402)-614-2523 | email@example.com
Emma is your strategic ally, meticulously navigating the complex landscape of the insurance process. With a commitment to seamless service, she helps streamline your application process, underwriting, and policy delivery.
Client Relationship Advocate | (402)-682-8770 | firstname.lastname@example.org
Nan can ensure that your needs, concerns, and aspirations take center stage. With a commitment to your satisfaction and success, she works to understand your unique perspective, advocate for your interests, and facilitate seamless communication with you and our organization.
Bob Mundy | J.D., CLU, CHFC, CAP®
Coordinated Planning founder, Bob Mundy, has spent his career helping business owners and executives with their business, estate, and insurance planning. Professionally he is a Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Advisor in Philanthropy. Bob’s emphasis was coordinating and working with key advisors, compiling pertinent data, and communicating technical concepts in an understandable way. He is a graduate of the University of Nebraska School of Business and Creighton University School of Law. He is also a member of Legacy Preservation, LLC, a company that helps businesses and families capture their histories through private publishing or many years, Bob has had an avocational interest in writing, first as a movie reviewer for several newspapers, and more recently as a short story writer. His first volume of short stories, I Fell from Earth and Slipped Through the Cracks was published in 2017.
Throughout his career, Bob has been involved with numerous nonprofit organizations (as has his wife, Maggie) and professional organizations. Bob and Maggie are the parents of Beth Mundy Griffith (Bob’s longtime assistant and client service manager), and Chris Mundy, and the grandparents of Max Rusike-Griffith, Lila Mundy and Daria Mundy.
The Johnson Company founder, Randy Johnson, creates long term trusted relationships. Clients tell him things they don’t tell anyone else – and that is essential in the planning process. In most successful, closely held businesses, the complexity is not in the size of the owner’s balance sheet but in the dynamics of the family. Randy is dealing with successful human beings and most often planning for three to four generations. People are going to be impacted by what they’ve created for a very long time. Getting clear direction, input, and feelings helps architect a plan that fits into the client’s dreams, fears, goals, and heartfelt objectives. Randy gets to the essence, listening and putting a small team of specialists around families and their businesses. Randy’s prowess is collaboratively helping people identify their objectives and creating flexible plans to meet their vision for the future. Randy and his wife, Carol, have kept their business promises for over four decades.
Randy and Carol live on an acreage near Ashland – both having a passion for the outdoors. “The Barn” is the office, a sanctuary of trees and wildlife, a welcoming place clients love coming to. They enjoy spending time with a large family and many friends, planting trees, maintaining their acreage, fishing with grandchildren, bonfires, reading, traveling and loving the Midwest beauty.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Johnson Company and Robert Mundy are not affiliated with Valmark Securities, Inc. or Valmark Advisers, Inc.