Meet the Team

 

Investment Planning Group is made up of three partners, Jim Phelan, Lee Mathie, and Cindy Gardner. They have more than 50 years of combined experience in the securities industry. At the day-to-day level, Jim is charged with researching products and assembling retirement income plans. Lee and Cindy are the client advocates. They manage the entire process on behalf of the client.

Our Story

Jim worked for a large brokerage firm in Salt Lake City in 1992. There, he assisted many advisors who were affiliated with the firm. When the advisors had big cases, Jim would accompany them to meet with their clients. Jim found that he really enjoyed meeting and interacting with clients and decided he wanted to work directly with them on a more frequent basis.

Meanwhile, Lee maintained a career in the casualty insurance industry in Blackfoot, Idaho, for several years. In 1995, he became registered in the securities industry with a focus on retirement planning. As fate would have it, Lee was one of the advisors who Jim worked with frequently. They liked working together, and the idea for a new business was formed. Jim moved from Salt Lake City to Pocatello, Idaho, to establish Investment Planning Group with Lee.

As the third and final partner, Cindy began her career in the casualty insurance business in Blackfoot in 1988. Like Jim, Cindy worked with Lee for several years. In 2011, Cindy became registered in the securities industry and joined Jim and Lee at Investment Planning Group.

Today, all three partners work together to help clients find comfort and confidence in all phases of their retirement.

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