Who We Are

Every relationship we build reflects the experience, integrity, and dedication of our team. Take a closer look at the collective knowledge that is committed to your financial security.

Meet Our Team

Executive Team

The executive leadership team at The Planning Center guides the firm’s mission to create a safe space for individuals and families to discuss money and navigate life’s transitions.

Amy Tessmer, CPA

Brett J Lee, JD, MBA, CSCP

Eric Kies, CFP®

Matt Mercer

Advisors and Planners

Our credentialed team of advisors and financial planners provides personalized, fee-only financial planning services integrated with our tax planning to align your finances with your life goals at every stage.

Andrew Sivertsen, CFP®, EA, CeFT®

Christina Lee

H. Jude Boudreaux, CFP®

JJ Sessions, CFP®

Matt Knoll, CFP®

Matthew Sivertsen, CFP®, CeFT®

Michael Branham, CFP®

Michelle Maton, CFP®, EA, CeFT®

Sarah Ballard

Client Services

The dedicated client services professionals help create a seamless experience for each client, facilitating open communication and collaborating to deliver tailored guidance.

Blake Murphy

Jennifer Fravel

Kelsi Winkelman, FPQP™

Kevin Olson, CFP™

Lena Surdez, FPQP™

Marisa Hardwick

Marissa Feehan

Mayra Alcantar

Tax Team

Our in-house tax team integrates tax planning strategies with personalized financial planning to help guide you toward the life you want.

Abney Fortino

Caleb Arringdale, EA

Latrenda Dixon

Rob Baner, CPA

Support Staff

Our in-house psychologist works behind the scenes to help our team navigate the emotional complexities of financial decision-making. 

Where You’ve Seen Our Team

Where You’ve Seen Our Team

Wealth. Life. Balance.

What is your personal definition of a rich life? What becomes possible when we think creatively about the future together? What might it look like to achieve a sense of balance? For over 25 years, The Planning Center has felt called to explore these questions with our clients. 

Let's Start a Conversation

Take the first step towards simplifying your financial decision-making. Complete the form below and our team will connect with you.

Send Us a Message

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We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.