The Planning Center, Inc.
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The Planning Center, Inc. Employees
Employee
Years
Job
Industry
Andrew Sivertsen, CFP®, CAP® Andrew Sivertsen, CFP®, CAP®'s The Planning Center, Inc. Experience October 2007 - Present
Job Helping others with life and money.
Industry Financial Services
Experience
The Planning Center, Inc. October 2007 - Present
FPA NexGen January 2015 - Present
FPA NexGen January 2014 - December 2014
FPA NexGen January 2013 - December 2013
Young Life June 2007 - March 2010
Doulos Discovery School August 2005 - June 2007
John Deere August 2006 - November 2006
Young Life August 2004 - August 2005
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Public Speaking, Asset Managment, Strategic Planning, Financial Analysis, Risk Management, Insurance, Budget, Budgets
Education
Fuller Theological Seminary 2007 — 2010
Certificate, Youth Ministry
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Finance, Biology
The Planning Center, Inc. October 2007 - Present
FPA NexGen January 2015 - Present
FPA NexGen January 2014 - December 2014
FPA NexGen January 2013 - December 2013
Young Life June 2007 - March 2010
Doulos Discovery School August 2005 - June 2007
John Deere August 2006 - November 2006
Young Life August 2004 - August 2005
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Public Speaking, Asset Managment, Strategic Planning, Financial Analysis, Risk Management, Insurance, Budget, Budgets
Education
Fuller Theological Seminary 2007 — 2010
Certificate, Youth Ministry
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Finance, Biology
James Nickell James Nickell's The Planning Center, Inc. Experience June 2015 - Present
Job Financial Planning Intern at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc. June 2015 - Present
The Planning Center, Inc. February 2015 - Present
Nickell Golf Sales May 2014 - August 2014
Goodtimes Summer Day Camp May 2014 - August 2014
Applebee's November 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Customer Service, Marketing, Event Planning, Outlook, Team Building, Time Management, Teaching
Education
Augustana College 2012 — 2016
Bachelor's degree, Accounting and Finance, Senior
The Planning Center, Inc. June 2015 - Present
The Planning Center, Inc. February 2015 - Present
Nickell Golf Sales May 2014 - August 2014
Goodtimes Summer Day Camp May 2014 - August 2014
Applebee's November 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Customer Service, Marketing, Event Planning, Outlook, Team Building, Time Management, Teaching
Education
Augustana College 2012 — 2016
Bachelor's degree, Accounting and Finance, Senior
Ashlee Veneman Ashlee Veneman's The Planning Center, Inc. Experience August 2007 - Present
Job Sr. Planning Analyst at The Planning Center, Inc.
Industry Financial Services
Experience
FPA Central California January 2015 - Present
The Planning Center, Inc. August 2007 - Present
Financial Planning Association (FPA) June 2013 - Present
The Planning Center, Inc. 2010 - Present
Skills
Outlook, PowerPoint, Insurance, Public Speaking, Administrative..., Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Event Planning, TCAdvisor, File Management, Calendaring, Access, Redtail CRM, Money Guide Pro, Advisor's Assistant, Orion, Travel Arrangements, Financial Analysis
Education
California State University-Fresno 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Magna Cum Laude
Fresno City College 2008 — 2011
Business Administration
FPA Nex Gen
FPA Central California January 2015 - Present
The Planning Center, Inc. August 2007 - Present
Financial Planning Association (FPA) June 2013 - Present
The Planning Center, Inc. 2010 - Present
Skills
Outlook, PowerPoint, Insurance, Public Speaking, Administrative..., Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Event Planning, TCAdvisor, File Management, Calendaring, Access, Redtail CRM, Money Guide Pro, Advisor's Assistant, Orion, Travel Arrangements, Financial Analysis
Education
California State University-Fresno 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Magna Cum Laude
Fresno City College 2008 — 2011
Business Administration
FPA Nex Gen
Matt Knoll Matt Knoll's The Planning Center, Inc. Experience June 2013 - Present
Job Planning Analyst at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc. June 2013 - Present
The Planning Center, Inc. May 2011 - September 2011
Oakwood Country Club May 2009 - August 2010
Skills
Financial Planning, Leadership, Investment Management, Morningstar, Finance, Retirement Planning, Teamwork, Orion, Worldox, Money Guide Pro, Financeware, ProTracker Advantage, Salesforce.com
Education
Iowa State University - College of Business 2009 — 2013
Bachelor's Degree, Finance
Orion High School 2005 — 2009
The Planning Center, Inc. June 2013 - Present
The Planning Center, Inc. May 2011 - September 2011
Oakwood Country Club May 2009 - August 2010
Skills
Financial Planning, Leadership, Investment Management, Morningstar, Finance, Retirement Planning, Teamwork, Orion, Worldox, Money Guide Pro, Financeware, ProTracker Advantage, Salesforce.com
Education
Iowa State University - College of Business 2009 — 2013
Bachelor's Degree, Finance
Orion High School 2005 — 2009
Matt Sivertsen Matt Sivertsen's The Planning Center, Inc. Experience April 2003 - Present
Job CERTIFIED FINANCIAL PLANNER™ at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc. April 2003 - Present
Skills
Strategic Financial..., Investment Management, Saxophone, Cash Management, Retirement Planning, Certified Financial..., Certified Financial...
Education
The American College 2004 — 2006
Certified Financial Planner Designation
University of Illinois at Urbana-Champaign 1997 — 2001
BA, Music (Saxophone Performance)
The Planning Center, Inc. April 2003 - Present
Skills
Strategic Financial..., Investment Management, Saxophone, Cash Management, Retirement Planning, Certified Financial..., Certified Financial...
Education
The American College 2004 — 2006
Certified Financial Planner Designation
University of Illinois at Urbana-Champaign 1997 — 2001
BA, Music (Saxophone Performance)
Devon Peterson's The Planning Center, Inc. Experience February 2015 - April 2015
Job Augustana College
Industry Accounting
Experience
Aflac January 2015 - Present
The Planning Center, Inc. February 2015 - April 2015
Crop Production Services May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Time Management, Sales, Management, Strategic Planning, Event Planning, Team Building, Public Speaking, Leadership, Marketing, Social Networking, Sales Management
Education
Augustana College 2014 — 2016
Accounting and Business Finance
Black Hawk College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Aflac January 2015 - Present
The Planning Center, Inc. February 2015 - April 2015
Crop Production Services May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Time Management, Sales, Management, Strategic Planning, Event Planning, Team Building, Public Speaking, Leadership, Marketing, Social Networking, Sales Management
Education
Augustana College 2014 — 2016
Accounting and Business Finance
Black Hawk College 2013 — 2014
Associate's Degree, Business Administration and Management, General
Michelle Maton Michelle Maton's The Planning Center, Inc. Experience September 2015 - Present
Job Certified Financial Planner at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc. September 2015 - Present
Kinder Institute of Life Planning September 2003 - Present
Sudden Money Institute November 2000 - Present
Aequus Wealth Management Resources July 1990 - September 2015
Education
Stanford University
The Planning Center, Inc. September 2015 - Present
Kinder Institute of Life Planning September 2003 - Present
Sudden Money Institute November 2000 - Present
Aequus Wealth Management Resources July 1990 - September 2015
Education
Stanford University
Jeffrey Ulfig's The Planning Center, Inc. Experience February 2014 - April 2014
Job Staff Auditor at Honkamp Krueger & Co., P.C.
Industry Accounting
Experience
Honkamp Krueger & Co., P.C. May 2015 - Present
Honkamp Krueger & Co., P.C. January 2015 - May 2015
St. Ambrose University August 2013 - May 2015
The Planning Center, Inc. February 2014 - April 2014
Blue Package Delivery June 2013 - August 2013
Preferred Financial Solutions, LLC January 2013 - May 2013
Skills
Time Management, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Strategic Planning, English, Windows, HTML, Public Speaking, Customer Service, Research, Drake Tax Software, Work Ethic, Team Leadership, Leadership, Accounts Receivable, Communication, Corporate Tax, Multi-state tax returns, ProSystem fx Engagement, Sarbanes-Oxley Act, Tax Preparation, ProSystem fx Tax
Education
St. Ambrose University 2013 — 2015
Master's degree, Accounting
Adrian College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Honkamp Krueger & Co., P.C. May 2015 - Present
Honkamp Krueger & Co., P.C. January 2015 - May 2015
St. Ambrose University August 2013 - May 2015
The Planning Center, Inc. February 2014 - April 2014
Blue Package Delivery June 2013 - August 2013
Preferred Financial Solutions, LLC January 2013 - May 2013
Skills
Time Management, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Strategic Planning, English, Windows, HTML, Public Speaking, Customer Service, Research, Drake Tax Software, Work Ethic, Team Leadership, Leadership, Accounts Receivable, Communication, Corporate Tax, Multi-state tax returns, ProSystem fx Engagement, Sarbanes-Oxley Act, Tax Preparation, ProSystem fx Tax
Education
St. Ambrose University 2013 — 2015
Master's degree, Accounting
Adrian College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Kathi Parrish's The Planning Center, Inc. Experience August 2008 - Present
Job Senior Financial Paraplanner.
Industry Financial Services
Experience
The Planning Center, Inc. August 2008 - Present
The Planning Center, Inc. May 2005 - Present
The Planning Center, Inc. May 2005 - Present
Robert W Baird & Co October 1986 - March 2005
Education
University of Iowa
BS, Business Administration
The Planning Center, Inc. August 2008 - Present
The Planning Center, Inc. May 2005 - Present
The Planning Center, Inc. May 2005 - Present
Robert W Baird & Co October 1986 - March 2005
Education
University of Iowa
BS, Business Administration