Kelsi Vos, FPQP™
As a Financial Planning Specialist, I am tasked with the development of quality financial planning as well as coordinating with team members and clients to perform efficient data entry. My focus starts with our clients and providing them with the smoothest and smartest financial path possible. In order to do this, I help in assisting […]
Christina Lee
As the Client Services Specialist, I provide support to the entire Planning Center team to coordinate client services with a focus on delivering a positive experience, regardless of their location. I manage client relationships between The Planning Center, Custodians, and other vendors, which includes duties such as account processing, preparing service agreements and IPS’s, scheduling […]
Nancy Caldie
My responsibilities in the Chicago office range from being a receptionist and office manager to acting as an improviser and problem solver. My focus each day is on helping both our clients and my colleagues. As I am the firm’s “officer of first impressions,” I try to let my enthusiasm for financial planning come through. […]
Michael Branham, CFP®
I embrace my fiduciary duty to clients and believe that the best path to help you reach your life’s goals is through a comprehensive planning approach that coordinates each facet of your financial life. We start each engagement with an in-depth conversation about your goals and aspirations. Next, we collaborate to customize a plan that […]
