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, […]

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 […]

H. Jude Boudreaux, CFP®

I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that my friend Eric Kies and his firm The Planning Center were pioneering. Our firms merged in September 2017, and this new alignment is a natural progression that brings so much life and energy to my goal of helping as many […]