AIS Planning

03/10/2026

Happy 1-Year Work Anniversary, Sommer!

Since joining AIS Planning in March of 2025 as a Client Service Associate, Sommer has brought a thoughtful, service-oriented approach to every client interaction. Drawing on her diverse professional background she is dedicated to creating a seamless and responsive experience for the clients we serve.

Sommer’s strong interpersonal skills, paired with her passion for helping others feel confident and cared for, make her a valued member of our team. Her ability to build trust and maintain clear, supportive communication reflects the heart of AIS Planning’s client-first philosophy. We are grateful for the dedication she has shown during her first year and the positive impact she continues to make for our clients and our team.

Thank you, Sommer, for an amazing first year at AIS Planning! We appreciate all that you bring to the team and are excited to see the continued impact you’ll make in the years ahead.

03/09/2026

Happy 27-Year Work Anniversary, Cathy!

As the CEO of AIS Planning, Cathy Juilfs has made a remarkable and lasting impact on our firm over the past 27 years. Her leadership, vision, and dedication have helped shape AIS into the organization it is today. Throughout her journey, Cathy has consistently demonstrated a commitment to innovation, growth, and delivering exceptional service to both our clients and our team.

Beyond her leadership, Cathy brings enthusiasm, authenticity, and heart to AIS every day.Her passion for what she does continues to inspire those around her.

Thank you, Cathy, for 27 incredible years of leadership, dedication, and impact at AIS Planning. We are grateful for all you do and proud to celebrate this incredible milestone with you!

03/06/2026

Happy 7-Year Work Anniversary, Sarah!

From the moment Sarah Noble joined AIS Planning in March 2019, she has made a meaningful and lasting impact on our team. Over the past seven years, her journey has been marked by growth, leadership, and an unwavering commitment to serving both our clients and our firm with excellence.

Sarah has embraced every opportunity to expand her role—from supporting clients as a Retirement Plan Associate Advisor to stepping into leadership as a minority owner of the firm. Along the way, she has helped guide company operations, lead our Client Service Associate team, and strengthen the foundation that keeps AIS Planning running smoothly each day. Her dedication, service-oriented leadership, and belief in our mission make her a natural fit for ownership and a key part of our future.

Beyond her accomplishments, Sarah brings an enthusiasm and positivity that truly brighten our office. She has a way of lifting others up, supporting her teammates, and fostering a culture of collaboration and care.

Thank you, Sarah, for seven incredible years of growth, leadership, and impact. We are so grateful for all you do and for the positive difference you make at AIS Planning every single day.

02/24/2026

Happy 4-Year Work Anniversary, Sydney!

From her early days as a Client Service Associate to her current role as Senior Associate Advisor, Sydney has made a meaningful and lasting impact at AIS Planning. Over the past four years, she has embraced every opportunity to learn and grow, and her journey reflects her dedication, adaptability, and unwavering commitment to serving both our clients and our team with excellence.

Sydney brings a supportive spirit, strong work ethic, and collaborative mindset to everything she does. Whether she’s delivering thoughtful guidance to clients or stepping in to support her teammates, she’s someone we can always count on. Her compassion and genuine care make AIS better every single day.

Thank you, Sydney, for four incredible years and for the many ways you continue to grow, lead, and make a difference at AIS Planning. We’re so grateful to have you on our team and look forward to celebrating many more milestones together!

02/06/2026

Happy 6-Year Work Anniversary, Nathan!

From his early days at AIS to stepping into his role as owner, Nathan has made a lasting impact on our firm and the people we serve. Over the past six years, he’s grown as a leader and partner, helping shape AIS with vision, dedication, and a genuine heart for clients and teammates alike.

Nathan brings energy, optimism, and care into everything he does. His positive presence, commitment to excellence, and investment in our team make AIS a better place every day. We’re incredibly grateful for his contributions and proud to have him as a leader and owner at AIS.

Thank you, Nathan, for six amazing years and for all the ways you continue to help AIS grow.

01/30/2026

Congratulations to Sydney Meyer on Her Promotion!

We’re excited to announce that Sydney Meyer has been promoted to Senior Associate Advisor at AIS Planning!

Since joining AIS Planning in February 2022, she’s grown from Client Service Associate to Associate Advisor, and now into this well-deserved next role. Her supportive nature, strong work ethic, and collaborative spirit make a meaningful difference for both our clients and our team every day.

Please join us in celebrating Sydney and congratulating her on this exciting next step in her journey with AIS Planning!

01/29/2026

Happy 4-Year Work Anniversary, Tami!

From day one in 2022, Tami has been making AIS better in every way. Over the past four years, she’s grown her expertise as a Senior Client Service Associate and become someone we truly can’t imagine the team without.

With her unmatched attention to detail, Tami keeps everything running smoothly behind the scenes and she does it all with heart. She lives out our Heart of a Servant value daily, always showing up for our advisors and clients with integrity, care, and a can-do attitude.

Thank you, Tami, for everything you do and for being such an incredible part of the AIS family. We’re so lucky to have you!

12/29/2025

Year-End Financial Wrap-Up

End 2025 on a high note! Review your:

✅ Retirement contributions.

✅ Tax-saving opportunities.

✅ Goals for 2026. Cheers to a prosperous new year!

Check out our 8 tips for year-end planning:

You want to save more for the future - but where, and how? Learn more about our "bucket philosophy" and recommended ways to save based on your goals, time…

12/22/2025

Happy Holidays from AIS Planning!

As the year comes to a close, we want to take a moment to express our heartfelt gratitude for our amazing clients, partners, and community. Your trust and support mean so much to us.

Wishing you and your loved ones a season filled with joy, peace, and special moments to cherish. Here’s to a bright and prosperous new year ahead!

12/12/2025

National Gingerbread House Day

Building a gingerbread house? Let’s talk about building a solid financial foundation too. A well-crafted plan ensures your dreams last longer than candy walls!

12/02/2025

Celebrating Chris’s Work Anniversary!

Today we’re celebrating Chris Duke and his 6-year anniversary at AIS Planning!

Chris has been an integral part of our team, bringing thoughtfulness, technical expertise and a deep commitment to our clients every day. Over the years, he has:

✨ Grown from Associate Advisor to Advisor though his dedication and excellence

✨ Become our go-to investment expert, known for his deliberative approach,

attention to detail and genuine care for his clients.

We’re so lucky to have Chris on the team, and we look forward to many more years of his incredible contributions!

Join us in congratulating Chris on this special milestone!