Journey Retirement Planning and Investment Management, LLC

Makenna Rasmussen is a financial advisor at Journey Retirement Planning and Investment Management, LLC with a Series 65 designation and two years of industry experience. Her prior work includes roles at Capita Financial Network, Clark Rasmussen Taylor Accounting, and America First Credit Union, among others. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets, using a variety of investment strategies tailored to clients’ objectives and risk tolerance.

Jordan Anderson is a financial advisor at Journey Retirement Planning and Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Townsquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of his advisory role, Anderson serves on the board of Champ's Heart, a nonprofit organization providing equine encounters for special needs children, where he is involved in marketing and website management. Journey Retirement Planning and Investment Management, LLC offers discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and utilizes strategies such as modern portfolio theory, fundamental and charting analysis to tailor investment advice based on clients’ objectives and risk tolerance.

Jennifer Landon is a financial advisor with Journey Retirement Planning and Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at several firms, including TownSquare Capital, LLC and Allegis Investment Advisors, LLC, and has been involved with Journey Financial Services since 2007. She also serves as President and Agent at Journey Financial Services, which offers annuities and life and health insurance products. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and employs a variety of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Rachel Ludlow is a financial advisor with Journey Retirement Planning and Investment Management, LLC and holds a Series 65 credential. She has been with the firm since 2025 and has experience managing office operations and special projects at Journey Financial Services Inc., an affiliated licensed insurance agency. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $161 million in assets across about 570 client relationships. The firm employs a range of investment strategies and conducts ongoing account monitoring with regular reviews.

Paul Mc Hugh is a financial advisor at Journey Retirement Planning and Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Porter House Inc. and State Farm Insurance. Mc Hugh is also an independent licensed insurance agent in Idaho. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and employs a variety of investment strategies tailored to clients’ objectives and risk tolerance.