Matt Mercer Promoted to COO
April 28, 2023
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
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
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d like to share a process that
As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26 employees and partners— financial planners,
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as
By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start working remotely in March, I believe
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked with us at The Planning Center
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