Meet the Team
Our Team
Our team is comprised of CFP® professionals and dedicated client-service specialists, each bringing unique experience in finance, strategy, and client care. Together, we deliver personalized business planning and advice to help you achieve your goals.
William Alan Franks
Founder & Lead Advisor — CFP®, CLU®, CFBS®
Alan founded The Business Planning Institute to help owners turn their businesses into vehicles for financial independence. A CFP® professional, he brings decades of experience in financial planning, value building, and exit strategy — guiding clients to build a business that no one wants to sell, but everyone wants to buy.
The Team
Michael Standridge
Advisor — CFP®, MBA, CPFA
Michael pairs a CFP® and MBA with retirement-plan expertise to help owners align enterprise value with their personal financial goals.
Jack Giles
Financial Advisor
Jack works closely with clients on business strategy and financial planning, helping them execute the steps that drive growth and value.
Bria Ragland
Financial Assistant
Bria supports clients throughout their planning journey, keeping the process organized, responsive, and on track.
Peyton Rodgers
Financial Assistant
Peyton helps deliver the personalized service and follow-through that BPI clients rely on at every stage.
Work With Our Team
Ready to start your business planning journey? Schedule a consultation with our team today.