Meet the Team | The Planning Studio

Our Team

Meet the Team

The Planning Studio is a holistic financial advisory firm with a team of professionals dedicated to helping clients live the life and legacy they desire. Our experienced professionals are dedicated to creating a financial plan designed to address your individual situation.

Grace Hayden MacNaught

Grace Hayden MacNaught

Financial Advisor

Debra Cantrell

Debra Cantrell

Executive Administrative Assistant

Justin MacNaught

Justin MacNaught

Operations & Business Strategy

Noah Smith

Noah Smith

Associate Financial Advisor

Sam Weintraub

Sam Weintraub

Associate Financial Advisor

Tammy Ellis

Tammy Ellis

Registered Administrative Assistant

Our Services

The Planning Studio provides a range of services to help clients live to the fullest and leave a legacy.

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Our Approach

Our people-focused approach adds a broader perspective to everything we do, including the way we help our clients.

Our Approach

Join the Team

We believe in supporting and empowering our advisors to make a meaningful impact on the lives of clients.

Join The Team