Lifepoint Planning

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

Edward Perry is a financial advisor at LifePoint Planning with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Advize Wealth Management, WealthSource Partners, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance professional and may receive commissions from insurance product sales separate from his work at LifePoint Planning. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation-driven portfolios based on Modern Portfolio Theory, combining passive index and active quantitative strategies, and employs third-party digital platforms such as Betterment and Altruist.

Aaron Harris is a financial advisor at Lifepoint Planning with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates and multiple Northwestern Mutual affiliates. Outside of financial advising, he owns and operates Internet Marketing Consultants, a business focused on running websites that sell physical goods. Lifepoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors by providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios based on Modern Portfolio Theory, using both passive index and active quantitative strategies, and integrates third-party digital platforms such as Betterment and Altruist.