Marisa Hardwick

As a Client Service Associate, my responsibilities include providing administrative support to our financial planners and excellent customer service to our clients. With a background in healthcare services and working in residential life as a Resident Advisor while in college, it has always been a passion of mine to help those in need. I strive […]

Blake Murphy

My responsibility as a Client Services Associate is to assist all clients of The Planning Center and members of our team. I have been working in customer service since I was 14 years old and am glad to be bringing that knowledge and expertise to The Planning Center. I want to provide a safe space […]

Emily Huskey

My responsibility as a Client Services Associate is to assist all clients of The Planning Center and members of our team. This role allows me to utilize my 7+ previous years of experience providing customer service and administrative support. Providing welcoming and prompt service to clients is a skill I am passionate about and enjoy […]

Lena Surdez, FPQP™

Lena Surdez

My responsibility at The Planning Center is first and foremost to assist all clients and staff throughout all of the offices. Whether it be opening a new account, helping answer the phones or working on a special project, I am always willing to help! When I’m not aiding someone, I am keeping busy with something […]

Marissa Feehan

With previously 10 years of hospitality and event management experience I am excited to be able to use my detail orientated, multi-tasking & social skills here at The Planning Center. My responsibility as the Client Services Specialist is to provide support to the entire TPC team, manage client paperwork between the custodians Axos Advisor Services […]

Andrew Sivertsen, CFP®, EA, CeFT®

I enjoy helping others live a great life. I meet with small business owners, young professionals, and pre-retirees one-on-one and guide them through life’s transitions as it relates to financial planning. Some of the areas in which I lead our team are in setting up company retirement plans, Social Security & Pension Analysis, and Investment […]

Eric Kies, CFP®

As the president of The Planning Center, I am responsible for the daily management of the firm. My long-term goal for the firm is to continue building a team of talented financial planners and staff who are ready to serve successive generations of families. I want our firm and its lead planners to be a […]