Krystal Gilliam
As a Client Service Associate, I believe that excellent service starts with genuine care and
Jenessa Ritchie
At the heart of financial planning is trust, and I take great pride in fostering
Mayra Alcantar, FPQP®
As a Senior Client Service Specialist, I am responsible for providing administrative support to our
Caleb Arringdale, EA
I started my accounting career at a CPA firm in Bettendorf, IA where I specialized
Kelsi Winkelman, FPQP®
As a Senior Financial Planning Specialist, I am tasked with the development of quality financial
Abney Fortino, EA
I joined The Planning Center in 2018. My responsibilities as a Tax Advisor include tax
Rob Baner, CPA
As a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The
Michael Branham, CFP®
I embrace my fiduciary duty to clients and believe that the best path to help
