Our Team

Joe is an Investment Adviser Representative and Certified Financial Fiduciary® with over 15 years in the insurance and financial services industry. He formed Intelliplan Financial in 2015 to provide clients with foundational financial planning services and teach them new strategies outside of the traditional approach to help stabilize and protect their financial futures.

Joe is one of less than 300 life insurance agents^* in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself® Professional.

He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.

Joe strives to help clients manage any market volatility with numerous strategies so clients can feel confident and reach their retirement income goals. With his advanced planning techniques, Joe has helped his clients grow and preserve their wealth by helping them take control and reach their retirement income goals without taking unnecessary risks.

When he’s not in the office, Joe enjoys spending quality time with his wife and two daughters. He is a die-hard Ohio State football fan, and you can often catch him passionately rooting for the team, igniting his competitive spirit and deep love for the game.

Phone: 614-255-7547
Email: joverfield@intelliplanfinancial.com

Whitney has been a strategic leader in the financial services industry since 2013, with a focus on supporting the growth and operational efficiency of financial planning firms. She holds a Bachelor of Science in Human Ecology from The Ohio State University, complemented by a strong foundation in business through the Fisher College of Business, and serves as a trusted strategic partner to Intelliplan’s leadership team, aligning people and processes to ensure the firm consistently delivers on its promise to clients.

As Chief Operating Officer, Whitney oversees the firm’s operations, technology, marketing, and client experience, ensuring systems and processes are efficient, consistent, and aligned with client needs. She combines big-picture thinking with hands-on problem-solving to develop multi-year business plans, implement marketing initiatives, and support advisors through growth and transitions, all with the goal of helping the firm grow intentionally while staying authentic to its values.

Outside of the office, Whitney enjoys spending time with her family, traveling, being outdoors, and discovering new restaurants around Columbus.

Phone: 614-255-7547
Email: wrhinehart@intelliplanfinancial.com

Joel is a retirement planning professional and a Certified Financial Fiduciary®, who educates people on various financial planning strategies. He holds his life insurance license in multiple states across the U.S., and like Joe, is one of less than 300 life insurance agents* in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Professional.

Joel’s primary focus is creating customized plans that allow individuals and families to transition successfully into retirement. He believes it is important to understand what your goals and objectives are in order to build a well-coordinated retirement plan that optimizes and preserves your income in retirement.

When he’s not meeting with clients, Joel enjoys spending his free time staying active through fitness and recreational activities, exploring the outdoors whether it’s on a hiking trail or at a local park, and discovering new restaurants and dining experiences throughout the greater Columbus area. Above all, he finds his greatest joy in spending quality time with his family and friends.

Phone: 614-255-7547
Email: jschiff@intelliplanfinancial.com

Hannah plays an active role in supporting the day-to-day operations of the office, managing appointment scheduling, assisting with client services, and fostering relationships with both current and potential clients. She also acts as a key point of contact with our carrier partners.

With a strong passion for client care, Hannah is committed to delivering professional, responsive, and high-quality service at every stage of the client experience—before, during, and after their needs are addressed.

When she isn’t at the office, she enjoys spending quality time with her family and friends, especially with her two cats. She loves shopping, spending time outdoors, and traveling to new places.

Phone: 614-255-7547
Email: hoverfield@intelliplanfinancial.com