Mayra Alcantar

As a Client Service Specialist, I am responsible for providing administrative support to our financial

Marisa Hardwick

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

Blake Murphy

My responsibility as a Client Services Associate is to assist all clients of The Planning

Emily Huskey

My responsibility as a Client Services Associate is to assist all clients of The Planning

Kevin Olson, CFP™

I joined the Planning Center in 2022 and bring with me 7 years of investment

Kelsi Winkelman, FPQP™

As a Financial Planning Specialist, I am tasked with the development of quality financial planning

Lena Surdez, FPQP™

Lena Surdez

My responsibility at The Planning Center is first and foremost to assist all clients and

Marissa Feehan

With previously 10 years of hospitality and event management experience I am excited to be