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How Markets Work and the FAANG Mentality
Research has shown no reliable way to predict the top-performing stocks, arguing for diversification instead. The stocks commonly referred to more
Build Confidence In Your Financial Future
Every day, we face decisions and transitions that shape our financial potential.
The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it. As a fee-only financial planning firm, we are paid only by our clients, allowing us to place your family's needs and priorities above all else.
Meet Our Financial Experts
Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security.
Marty Kurtz, CFP®
Eric Kies, CFP®
Cicily Maton, CFP®, CeFT®
John Longstaff, CFP®
Michelle Maton, CFP®, CeFT®
Michael Branham, CFP®
H. Jude Boudreaux, CFP®
Matthew Sivertsen, CFP®, CeFT®
Andrew Sivertsen, CFP®, CeFT®
JJ Sessions, CFP®
Nancy Gruenhagen, CPA
Wm. Marty Martin, PsyD
Rob Baner, CPA
Matt Knoll, CFP®
Amber Miller, CFP®
Autumn Campbell, CFP®
Matt Mercer
Amy Tessmer, CPA
Latrenda Dixon
Anina De Tommaso, FPQP™
Kelsi Vos
Lena Parrish
Nancy Caldie
Marissa Feehan
Abney Bernardini
Kathi Parrish, FPQP™, CRPS
Amanda Deeb
Sheldon Lee
Sandra Foley
Recent News
Taking the Leap to the Next Level
In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The more
3 Things to Do When You Get a Salary Increase
We won’t deny it: salary increases are a cause for celebration! But, it’s also important that you factor your well-deserved more