Marisa Hardwick
As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners
Andy Baxley, CFP®, CIMA®, CeFT®
My approach to financial planning goes beyond the numbers; it’s about helping the individuals and
Abney Fortino
My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In
Christina Lee
As a Financial Planning Analyst, I provide support to the entire Planning Center team to
Marissa Feehan
With previously 10 years of hospitality and event management experience I am excited to be
Michelle Maton, CFP®, EA, CeFT®
My most important responsibility as a partner is to help our clients achieve their financial
