Team Members Mark Milestones

 Founded in 1985, The Center is celebrating our 29th year! Our success and longevity would not be possible without the support from our team members.

It is with warm appreciation that we acknowledge all of our team members’ Centerversaries! Congratulations to those who joined our team in July! In the words of Matt Trujillo, “Time flies when you’re having fun!”

Client Service Manager Jennie Bauder is the veteran of our July hires, marking 11 years with the team. Gerri Harmer, a Client Service Associate celebrates 7 years with us  “Wow – lucky seven!” Gerri says. “That’s exactly how I feel, lucky. Lucky to work with a great team with great values.”

We’re also honoring a trio of relative newbies. Nick Defenthaler, Kali Hassinger and Matt Trujillo all joined The Center last July. Nick and Matt are both Associate Financial Planners and Kali works as a Client Service Associate. After a year with us, Kali says, “I’ve learned so much in 12 months, and I’m excited to see what the next 12 months will hold!  Thank you to The Center team and family for being so welcoming.”