Sarah Ballard
My approach to financial planning is rooted in empathy and a deep commitment to helping
Blake Murphy
My responsibility as a Client Services Associate is to assist all clients of The Planning
Kevin Olson, CFP™
I joined the Planning Center in 2022 and bring with me 7 years of investment
Brett J Lee, JD, MBA, CSCP
In my role at The Planning Center, I strive to protect all stakeholders by cultivating
Caleb Arringdale, EA
I started my accounting career at a CPA firm in Bettendorf, IA where I specialized
Amy Tessmer, CPA
I am involved in overseeing the accounting function, reviewing financial information, and planning and forecasting.
Abney Fortino
My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In
Lena Surdez, FPQP™
My responsibility at The Planning Center is first and foremost to assist all clients and
Marissa Feehan
With a decade of experience in hospitality and event management, I am thrilled to bring
Matt Mercer
As the Chief Operating Officer at The Planning Center, I focus on optimizing our people,
Matt Knoll, CFP®
As a financial planner, my role centers on helping people make daily progress toward improving
Latrenda Dixon
I enjoy multi-tasking in a fast-paced environment and utilizing my ability to prioritize to meet
