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How Your Money Story Can Help You Break Free
Sr. Financial Planners and Partners JJ Sessions and Marty Kurtz, were quoted in newscentermaine.com and nerdwallet.com about How Your Money 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
Brenda Bromley
Anina De Tommaso, FPQP™
Amanda Deeb
Lisa Miller
Kathi Parrish, FPQP™, CRPS
Sheldon Lee
Pat Taylor
Sandra Foley
Recent News
Your Parents’ Financial Advice is Probably Wrong (For You)
Sr. Planning Analyst, Autumn Campbell, was quoted in nerdwallet.com about how Your Parents’ Financial Advice is Probably Wrong (For You). more
How Your Money Story Can Help You Break Free
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in wusa9.com about How Your Money Story Can Help You Break more