Meet The Team

The Creative Team That Helps You Grow Your Business

Alex Hopkin, CFP®
Founder & CEO

Jen Pritchard, CFP®
Chief of Operations

Drea Fleener
Executive Assistant

Rachel Munzer
Marketing Strategist

Cooper Grady, CFP®
Director of Hiring

Erica Aversa
Hiring Coordinator

Tierra Dimond
Hiring Specialist

Brody Luebkeman, MSFP
Hiring Specialist

Welcome to Simply Paraplanner

Simply Paraplanner was started to show paraplanners they can have a choice when planning their life and career in the financial planning industry.

Browse Hundreds of Resumes

Find a Paraplanner

Our Mission

We are determined to help paraplanners create the work environment that fits their lifestyle. We want virtual paraplanners to have more control over their schedules, tasks and work from anywhere.

We serve those who are career changers, stay at home parents, military spouses and digital nomads. The perks of being a virtual paraplanner are that you can now fast track your career and become your own boss.

The best part is we are helping advisors cut cost and all this counts as CFP experience.

WORK WITH US