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Our Team:

Shana Despres, CFP®, ChFC®, CASL®


Office Number: (480) 638-2203



Robert Gershkowitz

Financial Planner

Office Number: (480) 638-2224



Howard Gershkowitz, LUTCF

Investment Advisor Representative

Office Number: (480) 638-2190



Heidi Engel

Administrative Assistant

Office Number: (480) 638-2140


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  • The PLANit Group, LLC is located at GoldBook Financial a MassMutual firm

  • 4900 N Scottsdale Rd, Suite 4000
    Scottsdale, AZ 85251
  • Map and Directions
  • Phone: 480-638-2140
  • Fax: 480-638-2200

Feel free to call us at (480) 638-2140 if you have any questions about directions to our Scottsdale Office.

If it is difficult for you to make it out to our office, feel free to ask if we can meet in the middle.

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.