Emily Huskey

My responsibility as a Client Services Associate is to assist all clients of The Planning Center and members of our team. This role allows me to utilize my 7+ previous years of experience providing customer service and administrative support. Providing welcoming and prompt service to clients is a skill I am passionate about and enjoy […]

Kevin Olson, CFP™

I joined the Planning Center in 2022 and bring with me 7 years of investment experience after working for The Vanguard Group in Scottsdale, Arizona. I am responsible for running our trade desk which includes daily trades as well as weekly rebalancing of accounts. I also serve as a member of our Investment Committee.

Laurel Filzen Etzel

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 […]

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™

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 custodians 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 […]

Anina Case, 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 […]