Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.

Finance

Creative Planning

Creative Planning's headquarters in Leawood, KS, United States

Peter Mallouk

Jon Upham

Dave Kaye

Stacey Velez

Jason Dohrman

Arnold Kiman

Nic Santana

Samuel Henson

Chris Daniels

Christy Watson

Richard Paessler

Jeff White

Mark Doman

Annie Tronoski

Jason Guehl

Adam Heathcote

David Dermenjian

Chatten Scruggs

Chris Wall

James Battmer

Jonathan Knapp

Ken Zarske

Jacinda Torre

Dan Foster

Wayne Barber

Scott Schuster

Andrew H. Fuller

Megan Schmitz

Nick Jacobson

Ken Pyle

The Operations Management Team at Creative Planning is responsible for streamlining internal processes and ensuring efficient workflow across various departments. They oversee the implementation of best practices, manage day-to-day operations, and coordinate between teams to enhance client service delivery. This team plays a crucial role in supporting the firm’s growth initiatives while maintaining high standards of operational excellence in wealth management services.

Operations Management Team

The Tax and Compliance Team at Creative Planning is dedicated to ensuring that clients meet their tax obligations while optimizing their tax strategies. This team conducts thorough audits, prepares tax filings, and provides compliance guidance, all tailored to the unique financial situations of each client. By leveraging extensive expertise, the team aims to minimize tax liabilities and enhance overall wealth management through informed decision-making.

Tax and Compliance Team

The Leadership Team at Creative Planning drives the company's strategic vision, overseeing business development, risk management, and operational efficiencies. Comprising senior executives from various specialties, including finance, marketing, and human resources, they collaborate to enhance client service, innovate wealth management solutions, and ensure the company's growth and compliance in a dynamic financial landscape.

Leadership Team

Creative Planning

Org chart

Teams

Operations Management Team

Tax and Compliance Team

Leadership Team

Offices

Creative Planning

Org chart

Teams

Operations Management Team

Tax and Compliance Team

Leadership Team

Offices

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