Jennifer Fravel
As a Client Service Associate, I assist clients with contributions and distributions, manage incoming calls,
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™
My responsibility at The Planning Center is first and foremost to assist all clients and
Marissa Feehan
With a decade of experience in hospitality and event management, I am thrilled to bring
