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, EA
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
Michelle Maton, CFP®, EA, CeFT®
My most important responsibility as a partner is to help our clients achieve their financial
