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My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how he just didn’t have the tools and guidance he needed to truly enjoy his life and his money. I saw how difficult it was for my mother and father to talk to each other about money.

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My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how he just didn’t have the tools and guidance he needed to truly enjoy his life and his money. I saw how difficult it was for my mother and father to talk to each other about money.

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