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
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 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
