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 […]
Kelsi Winkelman, 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 […]
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 […]
Michael Branham, CFP®
I embrace my fiduciary duty to clients and believe that the best path to help you reach your life’s goals is through a comprehensive planning approach that coordinates each facet of your financial life. We start each engagement with an in-depth conversation about your goals and aspirations. Next, we collaborate to customize a plan that […]
