Dave Kaye

Chief Financial Officer

Tyler Bradfield

Senior Tax Associate

Clayton Hatfield

Tax Manager

John Whitsitt

Senior Tax Associate

Tiffany Horn

Senior Tax Associate

Benjamin Hake

Tax Director

Brett Basom

Tax Director

Sam R.

Fixed Income Portfolio Manager

Zolene Galetti

Manager Of Billing & Reporting

Randeep Gill

Senior Tax Associate

Candace Varner

Managing Tax Director

Chad McCoy

Tax Manager

Dillon Cuddigan

Senior Tax Associate

Carmen Hougland

Senior Tax Associate

Taylor Stricker

Tax Manager

Trent Horton

Tax Director

Amy Epp

Senior Tax Associate

Ryan Delong

Senior Tax Associate

Cyndi Bishop

Managing Tax Director

Heather Offutt

Tax Manager

Kara Feuerborn

Tax Director

Kristofer Borden

Tax Director

Kyle Mack

Wealth Manager

Allison Kaiser

Tax Director

Beckie Doty

Private Wealth Manager

Benjamin Polich

Partner / Director Of Trading

Alan McFann

Senior Investment Manager

Alexander Allen

Senior Investment Manager - International Team Manager

Andrew Tyler

Senior Investment Manager

Justin Bogardus

Partner / Director Of Alternative Investments

Bob McCarthy

Wealth Manager

Brad Blessen

Private Wealth Manager

Brenna Saunders

Wealth Manager

Brett Broyles

Partner / Private Wealth Manager

Brett Manahan

Senior Investment Manager

Karen Prange

Partner - Compliance Director

Brandon Hanna

Director - Derivative Operations

Jonathan Dolen

Operations Manager

Jonathan Slabaugh

Financial Planner

Katelyn Clark

Director Of Program Management

Lauren Ismert

Senior Investment Manager

Michael Rogers

Investment Manager - Complex Strategies

Peggy Roach

Operations Manager

Paul McArdle

Senior Administrative Training Coordinator

Briggette Epke

Partner / Director Of Business Operations

Paige Moon

Operations Manager

Sheryl Watson

Senior Operations Manager

Jeff Aleshire

Director Of Operations

Arthur Harmon

Operations Manager

Blake Kleoppel

Operations Manager

Carolyn Ink

Operations Manager

Charles Khoury

Investment Manager

David Longmore

Operations Manager

Ewuradwoa Maxine Kusi

International Operations Manager

Jared Ravencamp

Investment Manger

Jeff K.

Operations Manager At Creative Planning, Inc.

Jenny Wiesner

Lead Tax Administrator At Creative Planning

Jesika Cole

Operations Manager, Team Lead

Amber Barnes

Cashiering Manager

Caleb Beil

Investment Manager

Nathan Colling

Investment Manager

Jeff Pollard

Operations Manager

Melissa Agnew

Partner / Trust Operations Team Manager

Renee Vogel

Operations Team Manager

Ken Pyle

Chief Risk Officer

Kathy Bexten

Director Of Risk Management

Rebecca Havens

Compliance Director

Rob Hissong Ais

Partner, Producer, & Risk Manager

Gabriel Wooldridge

Personal Risk Manager

Julie Adams

Partner / Sr Personal Risk Manager

Lauren Huddlestun

Personal Insurance Account Manager/team Leader

Lori Schmoll

Personal Risk Manager

Maddie Higginbotham

Personal Risk Manager

Samuel Henson

Chief Legal Officer, Retirement

Chatten Scruggs

CTO

Jamie Deaner

Senior Infrastructure Engineer

Nick Jacobson

Chief Marketing Officer

Laura McKnight

Partner / Managing Director Of Practice Development

Stacy O.

Director, Brand & Product Marketing

Kevin Joseph Smith

Digital Marketing Manager

Madeline Benjamin

Marketing Manager At Creative Planning LLC

Megan Schmitz

Chief People Officer

Millie Brink

Director Of Talent Acquisition

Shannon Hopfinger

Erisa Practice Manager

Stacia Miller

Private Wealth Manager

Grant Martens

Tax Manager

Elizabeth McLeod

Private Wealth Manager

Brian Hastert

Senior Operations Manager

Jessica Hosmann

Operations Manager

Ox Douyon

Operations Manager

Stephanie Englander

Senior Operations Manager

Kevin Flores

Operations Manager

Lisa Libich

Operations Manager

Shannon Johnston

Operations Manager

Shannon Schneider

Operations Manager

Becky Peterson

Partner / Associate Director Of Operations

Melissa Daovannary

Senior Operations Manager

Victoria Harding

Operations Manager

Stephanie Couture

Administrative Director

Katie Rea

Operations Manager

Haley Elder

Fixed Income Portfolio Manager

Sabrina Saxer

Private Wealth Manager

Dodie Ramm

Implementation Manager

Lacey Kerwin

Partner / Operations Team Manager

Tom Fitzpatrick

Senior Operations Manager

Travis George

Lead Operations Manager Practice Development - Law Enforcement | Aviation | Financial Wellness Inst.

Annie Hogan

Operations Team Manager

Barb Blauw

Operations Team Manager

Jack Hayslett

Operations Team Manager

Kelly Muehlberger

Senior Trust Operations Manager

McKenna Sawyer

Operations Manager

Stacy Zahn

Operations Manager

Jody Mandl

Senior Operations Manager

Leslie Dujakovich

Operations Manager

Russell Gaunt

Operations Manager

Susan Withey

Operations Manager

Julie Long

Operations Manager

Kelsi Hunt

Operations Manager

Matias Ponce

Senior Operations Manager

Melissa Luu

Senior Operations Manager

Ellie Hickey

Financial Planner

William Hertel

Operations Manager

Helen Tluscik

Legal Administrative Assistant

Neal Braswell

Investment Manager

Joni Cobb

Partner L Director Of Practice Development

Shari Mount -

Consultant At Creative Planning

Molly Rothove

Wealth Manager

Vince Clark

Vice President Business Development

Brenda Mulkey

Partner / Commercial Lines Service Manager

Valerie Rowland

Trust Administration Manager / Trust Officer

Ezra Begemann

Paralegal

Reid Graham

Channel Sales Manager At Creative Planning | Business Services & Wealth Management

Troy Kuhn

Partner/wealth Manager

Ray Moncrieffe

Tax Director

Todd Ericson

Senior Financial Planner

Cale Hill

Financial Wellness Counselor

Keli Wike

Partner / Managing Tax Director

Ethan Diedel

Financial Planner

Logan Lea

Financial Planner / Private Wealth Manager

Parker Waters

Senior Investment Manager

Jodi Azevedo

Salesforce Solutions Manager

Tizzi Blackburn

Partner / Managing Tax Director

Annmarie Gilbo

Team Manager, Separately Managed Accounts

Movina McGrory

Medicare Advisor

Amy McCue

Tax Director

Kirk Beard

Risk Management Account Manager

Sara Harrop

Account Manager Team Lead

Daniel Pontarelli

Partner / Wealth Manager

Dylan A. Aldrich

Senior Investment Manager - Team Manager

Erik Chambers

Investment Manager

Haris Khan

Director Of Trust Services

Gerhart Kloiber Jr.

Private Wealth Manager

MacKenzie Buysse

Financial Planner

Ai Shi

Associate Financial Planner