Meet the Team

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, Carolyn 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 focuses on financial planning. She completed her undergraduate degree at Mississippi University for Women, medical school at the University of Mississippi, and residency in Family Medicine at Virginia Commonwealth University. 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 volunteers as a physician with Volunteers in Medicine Jacksonville, providing health care for the working uninsured. Carolyn speaks nationally to financial planners and physicians on the interplay between health and financial issues. She serves on the CNBC Financial Advisor Council and has been quoted in numerous publications, including the Wall Street Journal, Washington Post, and New York Times. She has appeared on CNBC, Hardball, and NPR.

Tim Utecht, CFA

Tim is our investment manager. 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 our team at Life Planning Partners, Inc. in 2009. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Institute.

Joey Loss, CFP®

Joey focuses on financial planning. He received his undergraduate degree in Applied Economic Management with an emphasis in Financial Planning from Virginia Tech in 2014. 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 financial planning. In 2016, he briefly stepped away from financial planning to work as an analyst for a Fortune 500 company before resuming his passion of working with individuals and families when he joined Life Planning Partners, Inc. in August, 2017.  

Joey is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on the executive board for the Financial Planning Association (FPA) of Northeast Florida. He also serves as Chair of the Financial Planning Association’s local “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, 2018 and is committed to the team’s mission of innovating and exploring best practices in the profession.

Krissy Candia

Krissy Di Candia

Krissy is our Office Manager. She became part of the Life Planning Partners Team in 2011 and oversees the day to day operations of the office while providing administrative support to the Life Planning Partners Team and our clients.

Her favorite parts of working for Life Planning Partners, Inc. are being with her “work family” and helping clients with the heavy lifting of implementing their financial plan. Krissy earned her Associates degree focusing in Business Administration and Management from The Florida Community College of Jacksonville. Prior to coming aboard Life Planning Partners, Inc. she was the Assistant General Manager for a successful 61 office executive suite. When she is not working she enjoys spending time with her husband and son Pauly.

Vickie Taylor

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.

Contact Us

Contact us today with questions or to schedule an appointment.

Phone
(904) 448-5158

Email
info@lifeplanningpartners.com