What We Do
What do we do for our clients?
What to Expect

Our Services
What We DO
Asset & Debt Management

Investment Management

Tax Planning

Insurance & Benefits Review

Family and Charitable Giving

Estate Planning

Accumulation & Retirement Planning

Cash Flow & Income Management

RSUs
When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

Birth of a Child

Career Change

Divorce

Loss of a Loved One

Marriage

Retirement

Sudden Money

All Life Stages
Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
Resources

Our Latest Insights

Charitable Giving and Tax Strategy in Retirement

All Insights

Our Webinars

Tax Planning vs. Tax Preparation: Why You Need a Strategy

All Webinars

Our Podcast

Why Money Decisions Are Emotional Before They’re Logical with Cicily Maton

All Episodes
Locations

Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

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New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

All Locations
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Your Insights

Category: TPC In The News

Michelle Maton Named to AdvisorHub’s 250 RIAs to Watch in 2026

July 15, 2026

We’re proud to share that Michelle Maton, CFP®, EA, Senior Financial Planner at The Planning Center, has been named to AdvisorHub’s 250 RIAs to Watch in 2026. This recognition celebrates advisors who lead sophisticated, growing practices while maintaining an unwavering commitment to service and professionalism. Congratulations, Michelle! We’re grateful for the care and expertise you bring to our clients and our team every day.

Jude Boudreaux featured in Family Wealth Report

May 7, 2026

Jude Boudreaux, CFP® of The Planning Center, was recently featured in Family Wealth Report discussing the challenges of AI adoption in wealth management. In the interview, Jude highlights the importance of trust, data privacy, and ensuring technology strengthens—not replaces—the human relationships central to financial planning.

Blended Family Finance: Mistakes to Avoid and Conversations to Have

February 18, 2026

In any marriage, good communication practices are the key to success in almost everything. But for blended families that are consolidating finances or managing wealth, good communication is vital. Senior Financial Planner Matthew Sivertsen provides important guidance.

Mike Branham Interviewed for The Aligned Money Show

February 3, 2026

Mike Branham, CFP®, Senior Financial Planner at The Planning Center, was recently featured on the Aligned Money Show, where he discussed financial preparedness, resilience, and practical steps individuals and families can take when facing job loss or financial overwhelm. The conversation focused on empowering listeners through education, clear action steps, and better use of employer benefits to build long-term financial stability.

Andrew Sivertsen interviewed on New Planner Podcast

January 21, 2026

Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was recently featured on the New Planner Recruiting podcast. In the episode, he shares his non-traditional journey into financial planning, lessons learned from starting at the ground level, and advice for career changers pursuing the CFP® designation. His story highlights the role of curiosity, persistence, and opportunity in building a meaningful career in wealth management.

TPC Named to Financial Planning’s Best RIAs to Work For in 2025

December 17, 2025

The Planning Center has been recognized as one of Financial Planning’s Best RIAs to Work For in 2025, marking its second consecutive year on the list. The award highlights firms across the wealth management industry that demonstrate strong workplace culture, employee engagement, and shared purpose. This recognition reflects The Planning Center’s continued commitment to supporting its team while serving clients with care and integrity.

The Planning Center, Host Jude Boudreaux Launch Podcast

October 24, 2025

The Planning Center has launched Living Beyond the Numbers, a new podcast hosted by Jude Boudreaux, CFP®. Each episode explores what it means to live a wealthy life—measured not just in dollars, but in purpose, experiences, and meaningful connections. Tune in for conversations on aligning money with values, overcoming financial challenges, and building a more fulfilling future.

Jude Boudreaux Featured in CNBC Article

October 15, 2025

Even if you live overseas, U.S. tax obligations may still apply. In a recent CNBC feature, Jude Boudreaux, CFP®, explains why expats should seek accountants with cross-border tax expertise to avoid double taxation and costly mistakes.

Jude Boudreaux, Julia Davis Featured in Gambit Article

September 25, 2025

The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.

Michelle Maton Named to InvestmentNews’ $100M Club: Top Female Advisors of 2025

September 19, 2025

Michelle Maton, Senior Financial Planner at The Planning Center, has been named to InvestmentNews’ $100M Club: Top Female Advisors of 2025, recognizing women leaders with at least $100M in assets under management who are reshaping the future of the wealth management industry.

Michelle Maton Featured in Chicago Tribune Article

September 10, 2025

Michelle Maton, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was featured in the Chicago Tribune discussing the pros and cons of “test driving” retirement. Learn how this approach can help you assess readiness while understanding its limitations.

FA’s 2025 RIA Survey & Ranking Top 250

August 14, 2025

The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.

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Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7112 North Fresno St.
Suite 315
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
1650 West End Boulevard

St. Louis Park, MN 55416

When We Help

Company

Regulatory Disclosures