Our Team

David Satkoski, Portfolio Manager and Investment Analyst, has been involved in the Financial Industry through various roles within The Wealth Planning Group for the past 23 years. He holds a degree in Business Finance from Indiana University's Kelly School of Business and is an Accredited Investment Fiduciary (AIF™).

David's career at The Wealth Planning Group began as an investment analyst, but his hard work and dedication soon led to his promotion to full partner in 2005. David enjoys the dynamic investment landscape and the challenges that come with it. He is committed to helping clients achieve their personal goals by interpreting the details and various investment opportunities available in the market. In his opinion, his job is complete when the clients can enjoy every aspect of their lives without worrying about their finances.

At the office, David is passionate about tracking the investment markets, building portfolios, and monitoring results. In his free time, David enjoys almost any outdoor activity and especially values time helping his son and daughter with their respective sports of golf and tennis.

Corey Wilson, Financial Planner and Partner, started working at the Wealth Planning Group in 2012 as a Financial Analyst before becoming a partner in 2017. He holds degrees in Mathematics and Computer Science from Emory University.

In the office, Corey possesses the unique skill of understanding the overall objective while listening to the clients' financial aspirations. His expertise lies in creating financial models that address clients' specific concerns to develop effective solutions. He prides himself on Wealth Planning Groups' focus on multi-generation planning and their team-based approach. He believes this enables each partner to offer the best version of themselves to clients and ensures a personalized service that can cater to every situation.

Corey was born and raised in Ft. Myers, Florida, and loves living where other people vacation. In his free time, he enjoys spending quality time with his wife and son, unwinding by playing golf, and exploring all that Ft. Myers has to offer its residents.

Georgia Kline, Client Service Administrator, joined the Wealth Planning Group in 2020. She attended Mercy College in Dobbs Ferry, NY, where she graduated with her Bachelor of Science in Business Administration from the Westchester Business Institute.

Georgia prioritizes delivering exceptional client service and care as her number one business objective. She strives to provide each client with a personalized experience by paying close attention to details and is well known for her client-first approach. Her dedication to providing timely and efficient services to our clients makes her an essential part of the team.

Georgia has been a Ft. Myers resident since 1990, and absolutely loves the weather. When she's not in the office, she cherishes spending time with her four daughters and grandchildren. In the evenings, she and her husband enjoy playing pickleball and taking long walks with their corgi, Cooper.

Katie Byers is a Junior Administrative Associate at WPG, where she supports the team with financial planning, research, and various day-to-day operations. She joined the firm in 2025 after graduating from The Ohio State University's Fisher College of Business with a B.S. in Business Administration, specializing in Finance. 

She is excited to continue learning and growing in the field of wealth management while supporting the team in their continued mission to enhance the overall client experience. Her skills in organization and communication help her provide thoughtful support across client service and internal operations.

Originally from the Midwest, she recently moved to Fort Myers and is enjoying exploring the area. In her free time, she enjoys reading and is always on the lookout for a good local coffee shop!