Partners In Benefit Planning, Inc., was formed in September 2000 when Patricia Goodman and Aleta Wheelbarger of Partners In Financial Planning, Inc., recognized a need for group and individual benefits for their clients. They wanted to respond to their clients’ financial and benefits needs with a “one phone call takes care of it all” system. With the help of Patricia and Aleta, Partners in Benefit Planning began with Sherry Kettner as sales manager and Linda Voss as marketing director.

Sherry and Linda are working partners with Patricia and Aleta as consulting partners. When clients call Partners in Benefit Planning, they know they will be speaking with a partner in the business – someone who has a working knowledge of their needs and a vested interest in serving those needs. As partners, we are unified to provide our clients with the very best possible service.