Matt Mercer Promoted to COO
Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s the person on our team who makes sure all of our back office operations run seamlessly, helping our advisors deliver the highest standard of service to clients. Matt oversees the hiring, training, and onboarding of all our operations staff. His […]
A Useful Guide to Being the Executor of Your Parent’s Estate
When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to manage and wind down the deceased person’s estate. This includes resolving any debts, distributing assets to heirs, and filing legal paperwork. Establish Good Communications If you’ve agreed to be […]
TPC’s 25th Anniversary – Proudly Looking Back and Ahead
By Matt Sivertsen, CFP®, CeFT®, Sr Financial Planner As our name suggests, at The Planning Center we like to focus on planning for the future. As we celebrate our 25th anniversary this month, it’s a rare chance to stop and reflect on the past. The business got its start in 1998 when our founder, Marty […]
