Laurel Filzen Etzel

Client Services Associate

My responsibility at The Planning Center is to provide a helpful and welcoming environment for clients in-person, on the phone, or via email as well as provide support for the whole TPC team; clear communication is one of my top priorities. My personal mission in life is to use my kindness, calmness, ability to multi-task, […]

Caleb Arringdale, EA

I started my accounting career at a CPA firm in Bettendorf, IA where I specialized in small businesses and not-for-profit accounting and taxation. After several years there I moved to a position as the controller of Happy Joes Pizza and Ice Cream, also in Bettendorf, IA. There I oversaw the accounting department and worked closely […]

Kelsi Vos, 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 […]

Christina Lee

As the Client Services Specialist, I provide support to the entire Planning Center team to coordinate client services with a focus on delivering a positive experience, regardless of their location. I manage client relationships between The Planning Center, Custodians, and other vendors, which includes duties such as account processing, preparing service agreements and IPS’s, scheduling […]

Amber Miller, CFP®, CSRIC™

I help responsible women and young professionals make smart decisions with their money so they can spend more time on their busy, adventurous lives and less on their financial worries. I specialize in working with pediatric healthcare professionals and superstar women in tech. I am currently one of less than 500 financial professionals to hold […]

Rob Baner, CPA

As a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The Planning Center in 2015, after working with a full-service Quad Cities CPA firm from 2010 to 2015. Though my duties vary based upon the needs of our clients, I work collaboratively with our financial planners to provide comprehensive tax preparation […]

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 […]