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Having “The Talk” with Loved Ones
By Cicily Maton, CFP® One day any one of us could face the sobering reality of having to choose how 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
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
Finance 101: Four Essentials for College Students and Parents
by Andrew Sivertsen, CFP® Summer is over. We can either lament its loss or look forward into the future with more
Five Things to Consider Before Buying Your First Home
The Planning Center’s Financial Planner Autumn Campbell CFP®, discusses what potential homebuyers should consider before buying their first home. Read more