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
Menu
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 Sivertsen, CFP®, CeFT®, Sr Financial Planner As our name suggests, at The Planning Center we like to focus on planning for the future. As
Andy Baxley, CRP®, CIMA®, Sr Financial Planner This particular retreat was special because it was the first time since 2019’s gathering in Stillwater, MN that we
TPC is pleased to be included in Advisory HQ’s 2020 top 12 list of top financial advisors in Chicago, Illinois. TPC earned a 5-star rating as
by Amy Tessmer, CPA and TPC CFO If you’ve been following the news and guidance related to the Paycheck Protection Program (PPP) over the last several
InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. This means that TPC is one
by Amy Tessmer In recent days, there has been significant legislation enacted to help individuals and businesses that have been negatively impacted by COVID-19. We have
by Michael Branham, CFP® As Americans and the world face uncertain economic outcomes, investors are asking important questions to understand what the bear market means for them.
Cicily Maton, CFP®, CeFT®, Partner/Sr. Financial Planner in the Chicago office discusses how to adopt healthy habit to boost morale and avoid burnout. In this article,
A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown Moline. by Jennifer DeWitt of QCTimes
By Robert Powell Published May 19, 2017 at www.marketwatch.com Read the entire article here: Honoring the man who forever changed the financial planning profession Dick Wagner always asked, ‘So, what
By Tobias Salinger Published April 25, 2017 at www.financial-planning.com Read the entire article here: How the late Dick Wagner, the ’oracle’ of financial planning, paved advisers’ way BRASELTON, Ga.
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
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
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
The Planning Center © 2023