The LifePlan Financial Inc. Team
Honesty, quality & reliability
You can count on us for honest analysis
You will experience quality service and communication
you have the reliability of obtaining the correct information from us every time.
Harald is the founder of LifePlan Financial, Inc. located in Stanwood, Washington and is considered a leader in the industry. He is dedicated to providing quality insurance options and financial advising to his clients since 1999. He carefully considers the needs of each client in order to deliver excellent customer service.
Patti was born and raised in Skagit County, moving to Stanwood 27 years ago and fell in love with this growing but small town. Her background is in Human Resource and accounting and enjoys working with individuals to assist in their individual and family insurance needs since joining the firm in 2015. In her free time, she enjoys spending time with friends and family which includes most definitely her four grandchildren.
Karla recently returned to work after raising her 4 children. She has a background in customer service and administrative assistance and is a vital part of our team. Hers is the friendly voice you will likely hear when you call our office as she fields calls and offers her administrative support. In her free time, she enjoys baking, exercising and, most of all, spending time with her family.
Administrative Assistant & Digital Marketing
Katherine recently graduated from Western Washington University with a bachelor's degree in Marketing. She enjoys her duties as an administrative assistant as well as her graphic design work on our websites and marketing materials. Outside of work, she can be found behind the lens of a camera as she is an avid photographer. She enjoys camping, swimming, kayaking and paddle boarding with her Golden Retriever.
Lewis is an English Cream Golden Retriever. His resume lists his degrees in both Business and Marketing, although nobody ever bothered to verify the authenticity of those degrees. Nevertheless, his charming demeanor earned him his position as our Public Relations Specialist. It may have also been a blatant case of nepotism that landed him the job.
His hobbies include gourmet dining, swimming, napping in horse pastures, napping on the couch, napping on his bed, napping on the floor, napping on the job, and spending time with his sister Lily the Golden Retriever.