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
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
Andrew Sivertsen, CFP®, EA, CeFT®
I serve small business owners, professionals, and retirees, helping them navigate the complexities of financial
Eric Kies, CFP®
As the president of The Planning Center, I am responsible for the daily management of
