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Alternative Reality
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through 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
Latrenda Dixon
Nancy Caldie
Anina De Tommaso, FPQP™
Marissa Feehan
Lena Parrish
Amanda Deeb
Kathi Parrish, FPQP™, CRPS
Sheldon Lee
Sandra Foley
Recent News
The FIRE Movement — Is it just a fad?
by Matt Knoll, CFP® Reading online finance articles, blogs, and tweets, there always seems to be a hot new trend. more
Autumn K. Campbell of The Planning Center: ‘The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges more