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Gary Silverman, CFP®, is devoted to helping people take control of their financial future. He is the founder of Personal Money Planning, a retirement planning and investment advisory firm located in Wichita Falls, Texas.
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 | Michelle Jarrett-Kuehner
Director, Operations; Chief Compliance Officer
Michelle is responsible for most of our client-contact activities and a considerable amount of our back office work. She helps Gary with marketing and community outreach, acts as human resource manager, and handles quite a bit of our communications. In a nutshell, she does it all.
As the Chief Compliance Officer, she ensures that management and employees are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that behavior within the organization meets the company’s Code of Ethics. She is a member of the National Society of Compliance Professionals (NSCP) and participates in the DFW Compliance Professionals quarterly roundtable.
Michelle reinforces her human resources role by actively participating in the Wichita Falls Human Resource Management Association, where she also served on the executive committee.
A lifetime resident of Wichita Falls, Michelle came to us with 12 years experience in banking.
She holds a Bachelor’s degree in Occupational Education with a Business specialization from Wayland Baptist University, where she graduated with highest honors. Although no longer in school, Michelle spends hundreds of hours a year studying regulations and rules to maintain her level of expertise in areas of compliance.
Being part of the community is important to Michelle as well. She actively participates in the Junior League of Wichita Falls where she has held various leadership positions. Her most current endeavors include chairing the International Friendship committee, serving as a committee member for the Community Council, and as an advisor for Attic Affair committee. She is also a member of the Association of Junior Leagues International.
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Tina Haapala
Marketing Specialist
Tina's main focus at Personal Money Planning is marketing and community outreach. She looks forward to meeting you at a future seminar!
Tina graduated with honors from Arizona State University, where she received a Bachelor of Science in Communication and a minor in Business. After graduation, she gained experience in customer service, sales/marketing, and operations management. Since moving to Wichita Falls in 2007, Tina has rediscovered her passion for writing, and she helps other writers on her website, http://www.excuseeditor.com. Her essays have been published in four different Chicken Soup for the Soul titles, as well as an anthology called "My First Year in the Classroom".
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 | DaNella Organ
Director, Research and Planning
DaNella works behind the scenes on special projects, reports, and compliance support.
DaNella earned her Bachelor of Business Administration from Midwestern State University while working for Personal Money Planning as a college student 10 years ago. She has since moved to the Metroplex with her husband. In the meantime, DaNella has worked in real estate, mortgage banking, and management and received a Master of Arts in Management from Dallas Baptist University. She currently resides in Trophy Club with her husband and two boys.
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