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Your trusted partner in planning.

We have a collective 165 years of experience supporting thousands of families through life's important moments and critical events.

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Jon Nicolla
Amy Radcliff
Brendan Buten
Lissy McConnell
Jessie Rousseaux
Nick Westfall
Katy Lanz
Katie Atkins
Bree Owens
Adam Seifer

You shouldn't have to plan for it alone.

OUR TEAM

Rooted in compassion and expertise.

Our collective knowledge draws on thousands of conversations with people going through hard moments. And we know what it's like to be on the other side of that conversation, too.

We built this for us, for our loved ones, and for you.

Katy Lanz

Katy Lanz

Founder & CEO

Nick Westfall

Nick Westfall

Founder

Bree Owens

Bree Owens

Chief Experience Officer

Katie Atkins

Katie Atkins

General Counsel, Head of Compliance

Brendan Buten

Brendan Buten

Head of Finance

Lissy McConnell

Lissy McConnell

Lead Life Planner, Head of Content

Jon Nicolla

Jon Nicolla

Head of Product Success

Amy Radcliff

Amy Radcliff

Growth Advisor

Jessie Rousseaux

Jessie Rousseaux

VP of Operations

Adam Seifer

Adam Seifer

Head of Product Strategy & Innovation

Our team's expertise spans

service navigationcaregivingend of lifehealthcareparenting
relationshipsgrief & losslegal assistanceorganization

Together, we are on a mission to make planning easy for families and the professionals who support them.

MEET KATY

The story behind LifePlans

Dr. Katy Lanz has been helping individuals, families, and healthcare organizations navigate life's most important transitions for nearly 30 years. Her career began at the bedside, caring for patients and families facing serious illness, loss, and uncertainty. She experienced how often families asked for support in meeting the needs outside the scope of her clinical role. She is well aware of the gaps in the system, and how it leaves families feeling overwhelmed and uncertain about where to turn.

Over time, Katy shifted from nursing into designing and scaling innovative care models that improve health outcomes. She helped build and scale the nation's leading community-based serious illness care model. Katy has dedicated her career to making health and aging easier to navigate.

Katy is a member of the Sandwich Generation, navigating the daily pressure of raising children while caring for aging parents. She experienced firsthand what she found to be true as a healthcare provider: that while families have experts for specific decisions they have to make, they lack a single trusted guide to help connect the pieces and plan ahead with confidence.

She built LifePlans with her own family in mind, and that love and care shines through in every tool, feature, and offering.

Every family deserves a trusted place, backed by experts, who can help them deal with the what-nows and prepare for the what-ifsDr. Katy Lanz, Founder & CEO
Four LifePlans team members smiling together outdoors

Join our mission

If you are interested in joining our mission and becoming part of a fast moving team, we'd love to hear from you!