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 University with my B.A. in Theatre, I spent ten years working in Operations with multiple companies here in the Quad Cities Area. I am fortunate enough that these experiences have brought me to The Planning Center to work along some of the best this industry has to offer. My goal is to help build the best infrastructure possible so we can continue giving unparalleled service to our clients.
How to Monitor Your Investments
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the