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 […]

Nancy Caldie

My responsibilities in the Chicago office range from being a receptionist and office manager to acting as an improviser and problem solver. My focus each day is on helping both our clients and my colleagues. As I am the firm’s “officer of first impressions,” I try to let my enthusiasm for financial planning come through. […]

JJ Sessions, CFP®

I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping […]

John Longstaff, CFP®

After more than 35 years in the financial planning profession, almost all of which as a CFP® practitioner, my responsibilities at The Planning Center are those of a senior planner, a relationship manager, and a mentor to the younger members of our talented team of financial planners. I specialize in transition planning, retirement planning, and […]