Blake Murphy
![](https://www.theplanningcenter.com/wp-content/uploads/2024/02/Blake-Murphy-Headshot-Edited-1.png)
My responsibility as a Client Services Associate is to assist all clients of The Planning
Emily Huskey
![](https://www.theplanningcenter.com/wp-content/uploads/2022/11/Emily-Huskey.jpg)
My responsibility as a Client Services Associate is to assist all clients of The Planning
Kevin Olson, CFP™
![](https://www.theplanningcenter.com/wp-content/uploads/2022/11/Kevin-Olson.jpg)
I joined the Planning Center in 2022 and bring with me 7 years of investment
Brett J Lee, JD, MBA, CSCP
![](https://www.theplanningcenter.com/wp-content/uploads/2018/04/Matt-Mercer-1.jpg)
In my role at The Planning Center, I strive to protect all stakeholders by cultivating
Caleb Arringdale, EA
![](https://www.theplanningcenter.com/wp-content/uploads/2020/12/Caleb-Arringdale-1.jpg)
I started my accounting career at a CPA firm in Bettendorf, IA where I specialized
Amy Tessmer, CPA
![](https://www.theplanningcenter.com/wp-content/uploads/2019/10/Amy-Tessmer.jpg)
I am involved in overseeing the accounting function, reviewing financial information, and planning and forecasting.
Abney Fortino
![](https://www.theplanningcenter.com/wp-content/uploads/2019/10/Abney-Fortino-1.jpg)
My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In
Lena Surdez, FPQP™
![Lena Surdez](https://www.theplanningcenter.com/wp-content/uploads/2018/05/Lena-Parrish.jpg)
My responsibility at The Planning Center is first and foremost to assist all clients and
Marissa Feehan
![](https://www.theplanningcenter.com/wp-content/uploads/2018/05/Marissa-Feehan-1.jpg)
With previously 10 years of hospitality and event management experience I am excited to be
Matt Mercer
![](https://www.theplanningcenter.com/wp-content/uploads/2018/04/Matt-Mercer2.jpg)
As the Chief Operating Officer here at TPC, my main areas of focus are with
Matt Knoll, CFP®
![](https://www.theplanningcenter.com/wp-content/uploads/2016/04/Matt-Knoll.jpg)
My role as a financial planner allows me to help people make progress every day
Latrenda Dixon
![](https://www.theplanningcenter.com/wp-content/uploads/2016/04/Latrenda-Dixon.jpg)
I enjoy multi-tasking in a fast-paced environment and utilizing my ability to prioritize to meet