Built on Relationships

We’re proud to offer a level of support that feels personal, trusted, and hard to match. Our team brings passion and compassion to every client relationship, combined with our experience and ability to build meaningful, lasting connections. Get to know us below.
John DiLorenzo

John DiLorenzo

President
Michael DiLorenzo

Michael DiLorenzo

Chief Executive Officer (CEO)
Kurt Swartz

Kurt Swartz

Managing Partner/Vice President of Client Services
Aaron MacDonald

Aaron MacDonald

Chief Strategy Officer (CSO)
Kailey Kreiger

Kailey Kreiger

Marketing Manager
Jonathon DiLorenzo

Jonathon DiLorenzo

Emerging Markets, Mergers & Acquisition Sales
Wes Shivel

Wes Shivel

Individual Business Unit & Medicare Sales Leader
Luke Fogarty

Luke Fogarty

Chief Financial Officer
Teri Harding

Teri Harding

Senior Accounting Specialist

Meet Our IMPACTS Core Value Winners

The Heart Behind Our Core Values: Celebrating Our 2026 IMPACTS Winners

The Heart Behind Our Core Values: Celebrating Our 2026 IMPACTS Winners

At Michigan Planners, few recognitions mean more to us than our annual IMPACTS Awards. These awards are especially meaningful because they come directly from our team, with employees nominating and celebrating the coworkers they believe

Read More
Celebrating Excellence: Michigan Planners’ Team Core Value IMPACTS Awards

Celebrating Excellence: Michigan Planners’ Team Core Value IMPACTS Awards

At Michigan Planners, we believe that success is not just about what we accomplish individually, but how we uphold…

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The Heart Behind Our Core Values: Celebrating Our 2026 IMPACTS Winners

The Heart Behind Our Core Values: Celebrating Our 2026 IMPACTS Winners

At Michigan Planners, few recognitions mean more to us than our annual IMPACTS Awards. These awards are especially meaningful because they come directly from our team, with employees nominating and celebrating the coworkers they believe

Read More
Celebrating Our 2025 IMPACTS Award Winners: Recognizing the People Who Bring Our Core Values to Life

Celebrating Our 2025 IMPACTS Award Winners: Recognizing the People Who Bring Our Core Values to Life

At Michigan Planners, our core values are more than words on a wall.

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Celebrating Excellence: Michigan Planners’ Team Core Value IMPACTS Awards

Celebrating Excellence: Michigan Planners’ Team Core Value IMPACTS Awards

At Michigan Planners, we believe that success is not just about what we accomplish individually, but how we uphold…

Read More
  • Stacey Case
    3 months ago
    I have had the best experience with MI Planners from both a business and personal perspective. Their customer service is top notch. Patti B, Chelsea F, and Matt C have been our go to people for many...
  • Emily Kravitz
    3 months ago
    Michigan Planners has an outstanding team of dedicated professionals. Our representative, Patti Bieber, goes above and beyond to support our employees. With a staff of 110, we rely on their expertise...
  • Brian Schutter
    6 months ago
    Tami C is and outstanding Medicare planner. I have done my research, and she is by far one of the best in her field. Not only does she keep herself up to date on all the Medicare changes that happen...
  • Jenifer Wiesenhofer
    3 months ago
    Patti Bieber has been super helpful in every way! She comes onsite to help out our employees when choosing new plans and always gives great guidance and care when working with us. She is very...
  • Jackie sandweiss
    3 months ago
    I recently just joined with Michigan Planners a few days ago . I am 58 years old and was very nervous to make the transition to Medicare. With the wonderful help from Wes and Kirscher they made me...

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Michigan Planners
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