Superior Planning, Inc. is an independent, private wealth management firm for high net worth families; those seeking a trusted source who understands the family’s specific needs and helps manage their wealth and coordinate their advisory team.  We act as a fully staffed family office.

We see the big picture and are able to bring a broad spectrum of Superplan® Services.  It is our business to help anticipate life’s challenges (major life events) and proactively solve as many problems as possible with planning before they happen.  Our role also includes being there as real life events happen to help the family members adapt and make the transition to them. 

Acting on behalf of the families we serve, we are organized by each staff member’s area of responsibility:

Kelly Nilsson, CFP®, ChFC - Planning Officer

Kelly came to Superior Planning Inc. in July 2010 from the financial planning division of MetLife in San Diego. Kelly has over 17 years of experience in the financial services industry, working for industry leaders like MetLife, John Hancock and Manulife Financial. Kelly's passion for the profession is exemplified by her attention to the details in each family's situation and her natural tendency to follow through on every aspect of the issues at hand. 

Tracking the quality, performance and availability of various investment and insurance alternatives, as well as keeping the office in compliance are among her primary responsibilities. Kelly is also instrumental in researching the dangers, opportunities, and strengths of the various planning strategies and tactics in search of the best alternative to meet the needs of the families she serves. 

Kelly graduated from Mount Holyoke College with a B.A. in International Relations. She holds the following designations: Certified Financial Planner® and Chartered Financial Consultant (ChFC). Kelly is both a Registered Representatives and a Registered Principal (Compliance Supervisor). When she is not working with the families engaged with Superior Planning, Kelly is active with a number of organizations that focus on the educational and economic empowerment of women and girls. 

Kelly lives in Normal Heights with her husband, Martin, son Sebastian and German Shepherds, Maestro and Bella.

To contact Kelly: kelly@superplan.com

Carol Connole – Implementation Officer

Carol began working as an assistant in the firm of Sutherland and Associates, a boutique financial planning firm, in 1986. 

Holding a financial paraplanner certificate, Carol has supported sophisticated financial professionals and the families they have served and joined Superior Planning, Inc. in 1996. 

Carol's empathetic sense, technical expertise, and her innate ability to complete tasks effectively and on time are only overshadowed by her friendly, caring manner. 

She is also responsible for interacting with other professional service team members, the office systems and environment, and the initiation, completion, and verification of all family office service related issues. 

Carol and her husband, Pat, live in Santee, California and are parents of three grown children.

To contact Carol: carol@superplan.com

Liz Thomas – Operations Officer

After eight years in banking, Liz joined Superior Planning, Inc. in 1987 to bring her financial, organizational, and managerial skills and experience to help establish the office in California. 

An Undergraduate Degree in Education and a holder of a Masters Degree in Educational Technology, she has been instrumental in creating the human resources, operational, and administrative systems that enable the office to respond to the multiple families it serves and still maintain the intimacy and responsiveness they desire. 

Her attention to detail, sense of style and grace, and true compassion for all affiliated family members and the staff, create an environment that is business like and efficient, while still being warm and comfortable.  Liz and Buddy have been married since 1985.

To contact Liz: liz@superplan.com