Simon Zhou, CPA

Tax planning isn’t just about numbers—it’s about providing clarity and confidence so clients can make

Jennifer Fravel

As a Client Service Associate, I assist clients with contributions and distributions, manage incoming calls,

Marisa Hardwick

As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners

Abney Fortino

I joined The Planning Center in 2018. My responsibilities as a tax analyst include tax

Christina Lee

As a Financial Planning Analyst, I provide support to the entire Planning Center team to

Marissa Feehan

With a decade of experience in hospitality and event management, I am thrilled to bring