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My Price is Right What Millennials Want from Financial Services
Autumn Campbell, Financial Planner in our Tulsa office was quoted in Investor’s Business Daily about My Price is Right What Millennials 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
Matt Mercer
Latrenda Dixon
Nancy Caldie
Anina De Tommaso, FPQP™
Marissa Feehan
Lena Parrish
Amanda Deeb
Lisa Miller
Kathi Parrish, FPQP™, CRPS
Sheldon Lee
Sandra Foley
Recent News
If You’re Stressing About Money Go Back to Your Childhood
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in marketwatch.com about If You’re Stressing About Money Go Back to more
How Women Can Avoid Money Mistakes
By Amber Miller, CFP® Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant more