Mayra Alcantar

As a Client Service Specialist, I am responsible for providing administrative support to our financial

Marisa Hardwick

As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners

Blake Murphy

My responsibility as a Client Services Associate is to assist all clients of The Planning

Caleb Arringdale, EA

I started my accounting career at a CPA firm in Bettendorf, IA where I specialized

Kelsi Winkelman, FPQP™

As a Financial Planning Specialist, I am tasked with the development of quality financial planning

Abney Fortino

My responsibilities as a tax analyst include preparing and reviewing tax forms for individuals. In

Rob Baner, CPA

As a CPA, my responsibilities focus primarily on taxes and tax matters. I joined The