Our People

Irwin is a talented, seasoned expert in the insurance and investment world. Since 1978, he has established important relationships with numerous high net worth businesses and individuals who depend on his talents and expertise to help them pursue their financial and personal goals.

Listed in Who`s Who in America, Finance and Industry, and The World, Irwin is committed to living in abundance with his clients, family, and friends.

Irwin was again named a 5-Star Wealth Manager for 2022.

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As a Life Member of the prestigious Million Dollar Round Table, Irwin has   qualified for The Top of the Table which represents approximately the top 1/2 of 1% of insurance and financial professionals in the world.

As an independent wealth manager, Irwin specializes in the areas of investment, insurance, corporate benefits, business succession, estate, education and retirement planning.

As a Registered Principal, Irwin maintains a branch office for L.M. Kohn and Company, a leading independent regional broker/dealer affiliated with all national securities exchanges.

In addition to our vast resources and lower costs, what sets us apart from our competition is our commitment to those who have placed their trust in us. We put ourselves in our client`s shoes and offer advice which, given the same set of circumstances, we apply to ourselves.

Additionally, we deliver on our promises. We are not satisfied until we exceed our client`s expectations.

Irwin and his wife Denise have raised four children and reside in Symmes Township, Ohio and Sarasota, Florida. They enjoy running, tennis, kayaking, golf, gardening and relationship building.

With more than 40 years experience in the insurance and investment industries, Connie possesses a rare combination of talent, caring and knowledge. She is an expert in the administration of employee benefit plans as well as individual programs for wealth accumulation and protection.

Since 1980, Denise has been gaining knowledge and working with clients in the commercial, residential and mortgage lending fields. Her expertise and caring manner help Planning Works clients properly arrange their real estate holdings. She is an independent licensed broker and independent mortgage broker.

Since 1994 Katrina has been involved with customer service and administrative work. Her attention to detail coupled with her organization and communication skills help keep Planning Works at the top of its game.