Meet our team

Eric Arnold
Scott Wetton
Bob MacBean
Jenny He
Head of People Operations
Craig Savolainen
Head of Engineering
Harry McLaughlin
VP of Partnerships
Lauren Arnold
Head of PR
Kristian Borghesan
Marketing Manager
Claudia DoRego
Marketing Coordinator
Scott Loney
Head of Insurance
Ryan Baynham
Head of Mortgages
Samson Tella
Mortgage Specialist
Kristina Kozyarevskaya
Executive Assistant
Planswell headshot - Mark Yamashita
Mark Yamashita
Director of Product
Claudia Humbert
Product Manager
Raid Naji
Product Manager
Abdullah Hussain
Client Success Operations
Planswell headshot - Alyshahn Kara
Alyshahn Kara
Head of Client Success
Alan Lau
Client Success Manager
Lukasz Merdzik
Client Success Manager
Eric Rogness
VP of Client Experience
Robert Peacock
Software Developer
Andrew Traviss
Software Developer
Olaf Arason
Software developer
Rob McMullan
VP of Corporate Development
Thiago De Oliveira
Adrienne Petrie
Senior Product Designer
Chris Baldesarra
Product Designer
Paul Mohabir
Michael Stok
Software Developer
Quinn Strahl
Software Developer
Zachary Showers
Software Developer
Andrew Segal
Software developer
Jason Du
Software Developer
Mafinar Khan
Software Developer
Nishi Rathod
Software Developer
Natalie Ronson
Software Developer
Andy Cosby
Client Success
Amee Reodica
Operations Specialist
Planswell headshot - Oliver Dunn
Oliver Dunn
Investment Specialist
Gov Sharma
Client Success
Alanna Boyd
Client Success
Kevin Lade - Planswell
Kevin Lade
Client Success
Planswell headshot - Alex Sharov
Alex Sharov
Client Success
Julian - Planswell - Client Success
Julian Lotayef
Client Success
Planswell headshot - Patrick Brennan
Patrick Brennan
Client Success
Planswell headshot - Jason Pike
Jason Pike
Client Success
Planswell headshot - Natalia Alvarez
Natalia Alvarez
Client Success
Planswell headshot - Michael Blumel
Michael Blumel
Client Success
Planswell headshot - Harmeet Sangha
Harmeet Sangha
Client Success


At Planswell, we believe everyone should have financial peace of mind.

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Why we’re better

The financial industry has operated pretty much the same way for the past 150 years. Our clients say they‘re thrilled to have a better option.

Simpler solution

Get a full financial plan without needing an investment advisor, insurance agent or mortgage broker. Do it all on your phone or computer.


Clearer strategy

Build your wealth, protect your family and minimize your borrowing costs with one monthly contribution. Just review and update your plan every six months.

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Lower cost

Save a lot of money compared to traditional banks or financial advisors. Pay lower fees and never buy anything you don’t need.

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Faster service

Set everything up online and over the phone instead of spending days or weeks shopping around, having meetings and doing paperwork.

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Smarter together

We‘ll do millions of calculations to make sure that every dollar you put into your plan works as hard as possible for you.

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The best financial plan is also the easiest.
Build a plan today.


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