Integrated Planning & Wealth Management, LLC

Kathleen Skowronek is a CFP® professional with two years of industry experience, currently serving as an advisor at Integrated Planning & Wealth Management, LLC in Pittsburgh, PA. Her prior roles include positions at CrossPoint Wealth Partners and Capital Asset Management Group. Integrated Planning & Wealth Management is an SEC-registered investment adviser managing approximately $80.4 million for about 133 clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric private practice owners. Their investment approach is diversified and risk-based, utilizing Modern Portfolio Theory and fundamental analysis.

My passion for deep client relationships and my mission of empowering people to take control of their financial circumstances stems from my personal experiences growing up. As a 3rd generation business owner, I have experienced first-hand the implications of what it can mean to a family that does and, more importantly, does not take the proper steps to ensure financial independence. In 2007, I started my own journey as a business owner into the financial services industry with a deep desire to give people confidence in their financial strategies and the clarity to help them make important financial decisions that will affect their family’s future. Clients have chosen to work with me because they are confident in knowing that they have a trusted advocate and advisor who genuinely cares about their success, goals, and progress in life. I graduated with honors from the University of Wisconsin – Green Bay with a Bachelor of Science degree. Being a life-long learner and student of this profession, I have satisfied the rigorous educational, ethical, and experience requirements to be a CERTIFIED FINANCIAL PLANNER™ Practitioner. I live in Westfield, IN with my wife Andrea (a practicing optometrist) and our daughters Brooklyn & Courtney. Outside of work, I enjoy anything involving general aviation and spending time with my family and friends. I serve on the board of stewardship and am an active member of Advent Lutheran Church in Zionsville, IN. An accomplished marathoner, I am a proud finisher of multiple Boston Marathons and enjoy the challenge, discipline, and rewards of running marathons.

Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. Prior to joining Integrated Planning & Wealth Management in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He also spent five years at Bowling Green State University. Integrated Planning & Wealth Management is an SEC-registered firm managing approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners while also working with non-optometrist clients, offering discretionary investment management, financial planning, and pension consulting through a diversified, risk-based approach.

John Bohnsack is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Integrated Planning & Wealth Management, LLC since 2021 and previously spent ten years at Briaud Financial Advisors. He also serves as a part-time lecturer at Texas A&M University, teaching an undergraduate course on the fundamentals of investments. Integrated Planning & Wealth Management manages approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners and employs a diversified, risk-based investment approach incorporating Modern Portfolio Theory and fundamental analysis.