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 […]

Amy Tessmer, CPA

I am involved in overseeing the accounting function, reviewing financial information, and planning and forecasting. Prior to joining The Planning Center, I spent more than a decade working for CPA firms as a financial statement auditor. I love my role because I get the opportunity to support the operations of the Company so it can […]

Abney Fortino

My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In addition to those duties, I assist with accounting and operations duties within the company. I am on the path to pursue my CPA and am training to become a signer level CPA here at The Planning Center.

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 […]

Lena Parrish, FPQP™

Financial Planning Specialist

My responsibility at The Planning Center is first and foremost to assist all clients and staff throughout all of the offices. Whether it be opening a new account, helping answer the phones or working on a special project, I am always willing to help! When I’m not aiding someone, I am keeping busy with something […]

Marissa Feehan

With previously 10 years of hospitality and event management experience I am excited to be able to use my detail orientated, multi-tasking & social skills here at The Planning Center. My responsibility as the Client Services Specialist is to provide support to the entire TPC team, manage client paperwork between the custodian Axos Advisor Services […]

Matt Mercer

As the Operations Manager here at TPC, my main areas of focus are with our people, processes, technology and compliance. That could be supporting our OPS staff and their daily workflow, onboarding and training on new technologies, updating our internal processes or any special projects happening within the company. After graduating from St. Ambrose University […]

Amanda Deeb

My responsibility in the New Orleans office is to provide support to the team and provide the highest level of customer service to clients as possible. I am a graduate of Loyola University New Orleans with a Bachelor of Business Administration degree. Before joining the Planning Center team, I was a client and therefore I […]

Anina De Tommaso, FPQP™

My job as a paraplanner is all about client support and resolving issues to help clients reach their financial goals. I assist the financial planning team in any way I can. Whether it is moving funds, inputting portfolio data, or answering questions, it gives me great satisfaction knowing that my assignments are done efficiently and […]

Matt Knoll, CFP®

My role as a financial planner allows me to help people make progress every day toward improving their financial picture.  When I’m not meeting with clients, I run the daily trade desk activity and help with operation workflows. I was lucky enough to start working at The Planning Center as an intern in the summers […]