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