Meet Our Team
Jonathan Kravitz
I take immense satisfaction when my clients achieve their financial goals. Nothing makes me happier than when my clients are able to retire, walk their kids down the aisle or take their dream vacations. When I am not at work, I really enjoy being outdoors; flyfishing, gardening, monitoring the bird feeders or taking my dogs for a long walk.
Debbie Kravitz
Over the last 32 years, it has been an amazing journey going through life with our clients. I take a lot of pleasure in helping problem solve complex issues and making our clients’ lives easier. In my free time I am a proud mother to two kids, two dogs and two cats. I enjoy being lost in a good book, baking on a Sunday and taking long scenic bike rides.
Noah Kravitz
Before joining Investment Planning Services, I graduated Summa Cum Laude with a degree in Finance and worked several years as an accountant. One of my major accomplishments was completing the entire Appalachian Trail in 2024 (and yes, my feet are still sore). In my free time I love to cook, listening to music and failing at home renovations.
Christine Warren
I have come full circle in my career after starting out as a secretary in a brokerage firm and moving on to fields in accounting, insurance, and medicine. In the last five years with Investment Planning Services, I have met a lot of wonderful people and really enjoy working alongside our clients. I love my cats, gardening, fishing, my grandsons, spending weekends on the lake, drinking Piña Coladas on the beach and being a part of this work family.