Richy Hirtle is the founder and lead investment advisor at Plan Wise Wealth Group, a fully independent Registered Investment Advisory (RIA) firm. As a Series 65-licensed fiduciary, Richy is legally and ethically bound to put his clients’ best interests first—a principle that guides every recommendation he makes.

With years of hands-on experience in the financial services industry, Richy has helped individuals and families across the country navigate the complexities of retirement, investment, and estate planning. His approach blends advanced planning tools—such as the Color of Money Risk Analysis and Retirement Compass reports—with deep listening and a personalized touch. Every plan is tailored to the client’s unique financial goals, lifestyle needs, and risk profile.

As the driving force behind Plan Wise, Richy built the firm to challenge the status quo of traditional financial advice—offering transparent, relationship-based planning without sales quotas or product pushes. He believes retirement planning isn’t just about numbers—it’s about stewardship, trust, and lifelong partnership.

Whether hosting client appreciation events, holding strategic review meetings, or leveraging cutting-edge technology to improve communication, Richy ensures every client feels seen, heard, and valued. His passion for excellence and sincere commitment to serving others have made him a trusted advisor and advocate for financial confidence at every stage of life.

Meet Hannah Hirtle, the dynamic co-owner and Chief Operating Officer of Plan Wise Wealth Group. As a dedicated mother of three energetic boys, Hannah brings the same level of care, organization, and commitment to her family as she does to our firm. Her exceptional leadership and operational expertise are the backbone of our company, ensuring that every aspect of our business runs smoothly and efficiently.

She is the driving force behind our firm’s success, orchestrating our operations with precision and fostering a collaborative and supportive work environment.

Hannah's influence extends beyond the office; her nurturing spirit and strong values shape the culture of Plan Wise Wealth Group, making it a place where both clients and employees feel valued and supported. Her passion for helping others achieve their financial goals is matched only by her devotion to her family, making her an indispensable part of our team and the heart of our company.

Andrea is the heart and soul of Plan Wise Wealth Group, serving as our Director of First Impressions. With her sweet and kind spirit, she welcomes everyone with a vibrant energy that instantly makes them feel at home. Andrea’s warm and genuine personality is infectious, drawing people in and making them feel valued from the moment they walk through our doors.



Her passion for creating personalized experiences ensures that each client feels uniquely cared for and appreciated. Whether it’s a friendly greeting, a thoughtful gesture, or a tailored interaction, Andrea goes above and beyond to make sure everyone feels special. Her dedication to making meaningful connections is a cornerstone of our firm’s commitment to exceptional client service.

Lindsey has worked in the financial services and insurance industry for 19 years, and made a career out of supporting sales teams, insurance agents and advisors. She understands the complexity of licensure, contracting, annuity new business, and has experience supporting Life Insurance, Disability, AUM (Assets Under Management) and so much more.

At home, Lindsey has a wonderful husband of 18 years, Stu, and 2 lovely daughters, Audrey, 14, and Reese, 11. She's also a proud cat mom to 3 rescue cats: Doofy, Chewie, and Toonces.

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a featured contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal

Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.