Brett J Lee, JD, MBA, CSCP
In my role at The Planning Center, I strive to protect all stakeholders by cultivating
Amy Tessmer, CPA
I am involved in overseeing the accounting function, reviewing financial information, and planning and forecasting.
Matt Mercer
As the Chief Operating Officer at The Planning Center, I focus on optimizing our people,
Eric Kies, CFP®
As the president of The Planning Center, I am responsible for the daily management of
