Lena Surdez

Lena Surdez, 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 technical to make things run smoothly. I greatly value helping others and I will do whatever I can to create a positive experience for our clients.

“I hope you’re proud of yourself for the times you’ve said ’yes,’ when all it meant was extra work for you and was seemingly helpful only to somebody else.” [Fred Rogers]

I was born in California but I grew up and currently reside in the Quad City area. I greatly enjoy spending as much time as I can with my sons. We love getting outdoors and going for walks, hikes, riding bikes or just playing out in the yard. A hobby of mine is bargain hunting. I love when I find a great deal on something! We do love to travel and see new places, but then there are the times when we enjoy staying home and relaxing. Quality time with family and friends is priceless!



  • Associate of Arts – Black Hawk College
  • Pursuing a Bachelor’s Degree in General Studies – Western Illinois University


  • 10+ years experience working in banking. I enjoy being able to assist clients efficiently and accurately while creating a positive experience.

Who inspires me
My children.

My life’s biggest milestone
Becoming a mother to my two sons.  Being able to spend every moment I can with them while watching them learn, grow, and change every day is my life’s biggest reward.

My greatest extravagance (under $100):
Going to live shows to see my favorite bands.

In my spare time
I enjoy spending time with my family and friends, hiking, traveling and finding new shows to watch.

Favorite destinations
Colorado, California and Germany

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