As the Chief Operating Officer at The Planning Center, I focus on optimizing our people, processes, technology, and compliance. My role involves everything from setting the company’s strategic plan to supporting our operations staff in their daily workflows, onboarding, and training on new technologies, updating internal processes, and overseeing special projects.
After graduating from St. Ambrose University with my B.A. in Theatre, I spent ten years working in Operations with multiple companies in the Quad Cities area. I am fortunate enough that these experiences have brought me to The Planning Center, where I enjoy working with our team. In my role, I aim to help build an efficient infrastructure that assists our advisors to focus on their clients.
