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 […]
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.
Brett J Lee, JD, MBA, CSCP
In my role at The Planning Center, I strive to protect all stakeholders by cultivating an environment that allows all to feel safe and secure. By promoting an attitude of continuous learning, protecting the essence of the organization’s mission, values, and culture, and nurturing the firm through expertise and education, I navigate the organization through […]
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.
Lena Surdez, 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 Chief Operating Officer 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 […]
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 […]
Latrenda Dixon
I enjoy multi-tasking in a fast-paced environment and utilizing my ability to prioritize to meet tight deadlines. I started my accounting career at a private accounting firm that later merged with The Planning Center in 2011. It’s great to work with a group of individuals who love their jobs and strive for excellence every day.
