Our Team

Kevin founded Magellan Planning Group in 2003 and is a Registered Principal with Voya Financial Advisors.  He heads the financial planning team and specializes in setting up and managing Capital Gains Deferral Trusts.

Len is a founding partner of Magellan Planning Group and uses his many years of experience as an estate planning attorney to ensure that our clients have a complete plan in place; and, when necessary, manages the probate process.

Henry has been a tax planner with Magellan Planning Group team since 2009.  He is an integral part of the holistic retirement planning process and, additionally, prepares tax returns for individuals, businesses, trusts and estates.

Dale is a member of Magellan Planning Group's financial planning team. He brings with him over 17 years of business and customer related experience, spanning 3 countries on 3 different continents.

Rick has been a financial advisor with Magellan Planning Group since 2013. He has nearly 40 years of knowledge and experience in the Securities business, which he puts to work to benefit our clientele.

Roz joined Magellan Planning Group in 2019 and works closely with Kevin and Blake to manage our client's financial affairs. She is our point person in processing account paperwork, and managing client accounts.

Blake has been a member of Magellan Planning Group's financial team since 2006.  His responsibilities include research and analysis, coordinating investments, account management and preparing retirement financial plans.

Jennifer has been with Magellan Planning Group since 2003.  She is Len Bittner's paralegal and your point of contact for questions and concerns about your estate planning needs.  

Kristen has been with Magellan Planning since the summer of 2015.  In addition to running the office, she handles all of our marketing efforts and is an important liaison to our family of clients.

Hali will be the first person to greet you with a smile, whether on the phone or in person. By joining Magellan Planning Group, she is able to pursue her career in the administrative field. She enjoys the variety her work involves as...

Jennifer is in charge of our Public Relations, but it might be more accurate to call her our Director of Fun.  She organizes the fun, social events we host for our family of clients, their friends and family.