 | 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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 | Nancy Greer, CPA
Chief Financial Officer
nancy@theplanningcenter.com
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|
  | Kathi Parrish, RP, CRPS
Registered Paraplanner
Chartered Retirement Plan Specialist
Service Team Manager
kathi@theplanningcenter.com
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 | Andrew Sivertsen
Senior Planning Analyst
andrew@theplanningcenter.com
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 | Brenda Bromley
Client Relationship Manager
brenda@theplanningcenter.com
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 | Latrenda Dixon
Senior Tax Analyst
latrenda@theplanningcenter.com
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 | Susan Serre
Chief Compliance Officer
susan@theplanningcenter.com
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 | Pat Taylor
Seasonal Office Assistant
pat@theplanningcenter.com
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 | Matt Knoll
Seasonal Intern
mattk@theplanningcenter.com
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