Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dennis Starbuck, CFP®,CFS

President and Founder

800-600-2554

269-552-4295

dennis.starbuck@lpl.com

Dennis focuses on wealth management for retirees and pre-retirees nearing retirement. He is knowledgeable in helping clients invest for income in their portfolio with an overriding emphasis on risk management. He advises client on IRA...

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Jeff Grant

Senior Account Executive

800-600-2554

269-552-4295

j.grant@lpl.com

Jeff has been a retirement investment professional for over twenty years, focusing on helping families with retirement goal planning, income planning, social security and Medicare.Jeff researches and implements new programs and...

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Nikki Starbuck CPA, CFP®

Wealth Management Advisor

800-600-2554

269-552-4295

nikki.starbuck@lpl.com

Nikki is focused on guiding clients through the retirement planning phase of life and provide ongoing guidance well into retirement.  She is committed to educating clients when it comes to financial responsibility and helping...

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Daniel S. Stauffer III, PhD

Investment Executive

269-552-4200

269-552-4295

daniel.stauffer@lpl.com

Prior to joining Plan 4 Financial Design, Dr. Stauffer spent the majority of his career in leadership roles with organizations focused on providing social services to marginalized populations including housing, education, mental health...
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