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Getting What You Don’t Pay For
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely 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
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