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Meet Our Newest Partner: H. Jude Boudreaux, CFP®
By Jude Boudreaux Hi, I’m Jude, the newest partner at The Planning Center! Great to meet you! You look amazing 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 Greer, CPA
Nancy Blunck, MS, CFP®
Wm. Marty Martin, PsyD
Rob Baner, CPA
Matt Knoll, CFP®
Amber Miller, CFP®
Ashlee Veneman
Autumn Campbell
Latrenda Dixon
Nancy Caldie
Brenda Bromley
Anina De Tommaso, RP®
Amanda Deeb
Lisa Miller
Kathi Parrish, RP®, CRPS
Sheldon Lee
Pat Taylor
Sandra Foley
Recent News
Quarterly Market Review – Q3 2017
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
The Planning Center continues its acquisition strategy, merging with a New Orleans firm
A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown more