How We Work

How We Work

Our reasons for becoming insurance professionals are deeply personal. We repeatedly saw friends and family struggling to find the coverage they needed. We are confident that with our understanding of the insurance space, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner, so they can easily grasp personal insurance concepts. Above all else, we feel a commitment to our community.

Meet Our Team

Charelle Lyon




Charelle started working for Advance Planning when she was 16 years old. She spent a few years under the tutelage of her grandfather, who owned the business at the time. When grandpa passed away, Charelle's mother took over the...

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Regan Whimpey




Regan is Charelle's brother. He is rejoining the team after spending a few years away in the education sector. Regan has been an insurance agent since 2009, where he sold insurance exclusively for the Hartford while living in...

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Our team approach adds perspective and provides increased benefits to our clients.