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Your advisor-client relationship becomes an opportunity for both personal growth and financial strength.


Marty Kurtz, CFP®
CERTIFIED FINANCIAL PLANNER™
Founder/President
Recently, when Marty was asked why he became a financial planner, this was his response...
marty@theplanningcenter.com
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Eric Kies, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
Throughout his career, Eric has sought to combine research with practical, applicable solutions to help clients build a better financial life...
eric@theplanningcenter.com
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Matthew Sivertsen, CFP®
CERTIFIED FINANCIAL PLANNER™
Matt is passionate about helping people understand the complex world of money. By utilizing his natural teaching abilities, he is able to give people...
matt@theplanningcenter.com
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Kathi Parrish, RPSM, CRPS

Registered Paraplanner
Chartered Retirement Plans Specialist
SM

Service Team Manager
kathi@theplanningcenter.com
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Tracy Thumann, RPSM
Registered Paraplanner
Client Relationship Manager

tracy@theplanningcenter.com
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Susan Serre
Chief Compliance Officer
susan@theplanningcenter.com
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Andrew Sivertsen 
Planning Analyst
andrew@theplanningcenter.com
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