Meet the PlanWiser Team

Financial Advisory Team

Joel Top

Financial Advisor, CEO, Founder
James Mulzer

Financial Advisor

Tax & Accounting Team

Graeme Cloutte

CPA, Senior Consultant
Ryan Mielke

CPA, Accounting Manager
Chris Wallin

Tax Manager
Joseph Holman

Senior Accounting Associate
Dee Reckner

Senior Tax Associate
Michael Long

Tax Associate

Client Service Team

Jessica
Stephanie
Adrienne
Maureen

Operations Team

Tony
Kristin

Location

620 South Cascade Ave, Suite 300
Colorado Springs, CO 80903

PlanWiser Tax Hours

January 1st - April 30th
Monday — Friday: 8 am — 5pm
Saturday — Sunday: Closed

May 1st - December 31st
Monday — Thursday: 8:30 am — 4:30 pm
Friday: 8:30am - 1pm
Saturday — Sunday: Closed

Contact PlanWiser Tax

Ph. 719-633-6150
Fax. 719-890-3373
Email: info@planwisertax.com

PlanWiser Financial Hours

Monday-Friday 8am - 4:30pm
Saturday & Sunday Closed

Contact PlanWiser Financial

Ph. 719-822-0808
Fax. 719-890-3373
Email: info@planwiser.com

Need to upload documents?

PlanWiser Financial Form CRS

PlanWiser Financial ADV Part 2A Brochure

PlanWiser Financial Privacy Policy

Investment advisory services are offered under Planwiser Financial, LLC (“Planwiser”), a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Our investment advisory services include financial planning, portfolio management, and retirement planning, among other advisory offerings. These services are provided in accordance with the fiduciary duty we owe to our clients, meaning we act in their best interests at all times.Tax services are offered through Planwiser Tax, a separate and affiliated entity to Planwiser Financial. Tax services include tax planning and preparation, which are offered as a separate service from our investment advisory business. While our tax services may complement our financial planning and investment advisory offerings, clients are under no obligation to engage in both services, and they may obtain tax-related services from other providers of their choice.It is important to note that any tax-related discussions, strategies, or recommendations provided by Planwiser Financial or Planwiser Tax are for informational purposes only and should not be considered legal advice. Clients are encouraged to consult with a qualified tax professional or legal advisor regarding their specific tax circumstances.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Insurance services are offered as outside business activity and as independent agent under a Colorado Insurance license.

Investment advisory services offered through PlanWiser Financial LLC, a registered investment adviser.

Meet the PlanWiser Team

Joel Top

James Mulzer

Graeme Cloutte

Ryan Mielke

Chris Wallin

Joseph Holman

Dee Reckner

Michael Long

Jessica

Stephanie

Adrienne

Maureen

Tony

Kristin