Mayra Alcantar
As a Senior Client Service Specialist, I am responsible for providing administrative support to our
Marisa Hardwick
As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners
Blake Murphy-Skelley
My responsibility as a Client Services Specialist is to assist all clients of The Planning
Kelsi Winkelman, FPQP™
As a Senior Financial Planning Specialist, I am tasked with the development of quality financial
JJ Sessions, CFP®
I have been preparing for my career as a financial planner all my life. As
Michael Branham, CFP®
I embrace my fiduciary duty to clients and believe that the best path to help
