Kelsi Vos, FPQP™
As a Financial Planning Specialist, I am tasked with the development of quality financial planning as well as coordinating with team members and clients to perform efficient data entry. My focus starts with our clients and providing them with the smoothest and smartest financial path possible. In order to do this, I help in assisting […]
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 […]
