Mayra Alcantar
As a Client Service Specialist, I am responsible for providing administrative support to our financial
Marisa Hardwick
As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners
Blake Murphy
My responsibility as a Client Services Associate is to assist all clients of The Planning
Caleb Arringdale, EA
I started my accounting career at a CPA firm in Bettendorf, IA where I specialized
Kelsi Winkelman, FPQP™
As a Financial Planning Specialist, I am tasked with the development of quality financial planning
Abney Fortino
My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In
H. Jude Boudreaux, CFP®
I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that
Rob Baner, CPA
As a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The
