Marisa Hardwick
As a Client Service Associate, my responsibilities include providing administrative support to our financial planners and excellent customer service to our clients. With a background in healthcare services and working in residential life as a Resident Advisor while in college, it has always been a passion of mine to help those in need. I strive […]
Aristotle Makris, CPA, CFP™
There are few things in life that motivate me more than building relationships and finding solutions to problems. I believe that is what has led me to The Planning Center. My career has included public accounting, tax advising, financial planning, and entrepreneurship. I have worked for companies such as the Chicago Board of Trade, ING […]
Andy Baxley, CFP®, CIMA®, CeFT®
My approach to financial planning goes beyond the numbers; it’s about helping the individuals and families I serve achieve clarity, confidence, and a sense of purpose around their money. Ultimately, I don’t just want my clients to feel financially secure; I want them to feel empowered to plan with a sense of optimism and possibility. […]
Abney Fortino
My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In addition to those duties, I assist with accounting and operations duties within the company. I am on the path to pursue my CPA and am training to become a signer level CPA here at The Planning Center.
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 […]
Marissa Feehan
With previously 10 years of hospitality and event management experience I am excited to be able to use my detail orientated, multi-tasking & social skills here at The Planning Center. My responsibility as the Client Services Specialist is to provide support to the entire TPC team, manage client paperwork between the custodians Axos Advisor Services […]
Wm. Marty Martin, PsyD
Back in 2000 when the market crashed, I found myself working with individuals and couples who were anxious, depressed, angry, and despondent about money. I decided that these individuals could benefit from all that traditional psychology and behavioral finance has to offer. Today, my focus at The Planning Center is to apply the science of […]
Michelle Maton, CFP®, EA, CeFT®
My most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find me focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life—for better or worse. In addition, I work with the […]
