Our Team

David Kulle

With over forty years of experience designing sophisticated estate and financial plans for business owners and other high net worth individuals throughout the United States, David spends his time educating clients in the areas of tax, testamentary law, investments and insurance and how to best apply those things to help them to reach their stated objectives. David is Series 7, 24, and 63 licensed.

Devin Sunderwirth

For as long as he can remember, Devin has always been keenly interested in finance and economics. At the age of 11, after a summer mowing lawns for neighbors, he went with his father to the local bank to open a savings account. He ended up questioning the manager for over an hour about the ins and outs of banking. His curiosity for the way money is managed has never waned. Devin is now a CPA with over a decade of tax and accounting experience. In 2015, he joined Planning Enterprises and now specializes in tax planning, portfolio analysis, and client education. As a father of two daughters, he is acutely aware of how important it is to help families achieve and protect their financial independence. In addition to his CPA license, Devin is Series 7, 63, and 65 licensed.

Cynthia Kulle

Cindy Kulle has worked with her husband, David, for almost 40 years to build client relationships that they both treasure.  They are now working with third generations of some of their clientele.  Cindy takes great pride in assisting clients with passing on their hard-earned assets to their heirs.  Many of their clients have become dear friends as a result of close working relationships.  Cindy’s duties include overall office management and client servicing.  She is Series 6 and 63 licensed.