Who We Are
LIFE PLANNING PARTNERS, INC.
Carolyn McClanahan, M.D., CFP® began her career as a physician. As her financial life grew more complex, she and her husband sought help in answering some fundamental questions, such as “How much do we really need to retire?” and “What will our future look like?” After months of interviewing numerous financial planners, they found that most were simply interested in managing their portfolio or selling complex financial products, rather than providing the advice and guidance needed to create a great life.
Frustrated by not being able to find a planner who fulfilled their needs, Carolyn enrolled in the Certified Financial Planner® curriculum at the University of North Florida. Recognizing the similarities between medicine and financial planning, and feeling empowered by helping people plan for their future, Dr. McClanahan decided to make a career change. In 2004, she founded Life Planning Partners, Inc. to provide the type of personalized financial life planning services she and her husband originally desired.
Carolyn McClanahan, M.D., CFP®
Carolyn is the Director of Financial Planning. She completed her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. After residency in Family Medicine at the Medical College of Virginia, she entered private practice and emergency medicine practice in Richmond, Virginia. In 1998, she was recruited to teach on faculty at the University of Florida, Shands, Jacksonville.
Carolyn is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. She also volunteers in the medical clinic of the I.M. Sulzbacher Center for the Homeless. Dr. McClanahan speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a “Mover & Shaker” in the financial planning profession by Financial Planning Magazine.
Tim Utecht, CFA
Tim is the Chief Investment Officer. He earned his BBA in Finance in 1990 from the University of Wisconsin Oshkosh. He began his investment career as an equity analyst for a Fortune 500 company, ultimately becoming portfolio manager of a $450 million large cap stock portfolio and several equity index mutual funds. He holds the Chartered Financial Analyst (CFA) designation, a globally recognized certification in the field of investment management and research analysis.
With a desire to work more closely with individual investors, Tim transitioned into personal financial planning and served as investment manager for a top-40 accounting firm before joining the team at Life Planning Partners, Inc. He is a member of the National Association of Personal Financial Advisors and the CFA Institute.
Carrie Jones, CFP®
Carrie is a Senior Planner with Life Planning Partners, Inc. She works with clients to help them make intelligent financial decisions, focusing on retirement projections and tax planning. Carrie began her financial career in 1990 in the insurance industry. After working with several independent investment advisors in operations, investment research, and compliance, she decided to concentrate her career on personal financial planning. Since 2006, Carrie has been working directly with clients, offering financial guidance and investment counseling, ultimately earning the CERTIFIED FINANCIAL PLANNER™ designation.
Carrie is a member of the National Association of Personal Financial Advisors (NAPFA) and on the board of the Financial Planning Association of Northeast Florida. Carrie and her husband, Craig, have two Eagle Scout sons and continue to give their time to the Scouting movement.
Joey Loss, CFP®
Joey is a Financial Planning Associate. He completed his undergraduate degree in Applied Economic Management with an emphasis in Financial Planning from Virginia Tech. Upon graduation, Joey worked as an associate at a financial life planning firm in Arlington, Virginia where he was first exposed to comprehensive fee-only planning.
After briefly stepping away from financial planning to work as an analyst for a Fortune 500 company, he felt called back to comprehensive financial planning and joined Life Planning Partners in August of 2017. Joey is active in the Financial Planning Association (FPA) of Northeast Florida, serving as a member of the Executive Board for the region and as Chair of the FPA “NexGen” chapter, in which young financial planners share their experiences and insights as they grow within the profession.
Joey earned his CERTIFIED FINANCIAL PLANNER™ designation in March of 2018 and is committed to the team’s mission of improving the financial planning profession.
Krissy Di Candia
Krissy is the Office Manager. She maintains and oversees the day to day operations of the office while providing administrative support to the Life Planning Partners Team and our clients. Krissy earned her Associates degree focusing in Business Administration and Management from The Florida Community College of Jacksonville. Prior to coming aboard here at Life Planning Partners she was the Assistant General Manager for a successful 61 office executive suite. She has more than 11 years experience in customer service and a passion for helping others. When she is not working she enjoys spending time with her husband and son Pauly.
Vickie is our part-time office assistant, supporting our team with various projects. Her attention to detail and care for our clients makes her a valuable member of our team. A native of Jacksonville, she worked over 35 years as a legal assistant in the area and is now enjoying semi-retired life. Away from the office, Vickie and her husband, Brian, enjoy exploring Florida’s nature trails, taking trips and spending time with their family, including their two grown children.