Pricing
Creative Planning
Unverified
HQ
Creative Planning's headquarters in Leawood, KS, United States
Dave Kaye
Chief Financial Officer
Tyler Bradfield
Senior Tax Associate
Clayton Hatfield
Tax Manager
John Whitsitt
Tiffany Horn
Benjamin Hake
Tax Director
Brett Basom
Sam R.
Fixed Income Portfolio Manager
Zolene Galetti
Manager Of Billing & Reporting
Randeep Gill
Candace Varner
Managing Tax Director
Chad McCoy
Dillon Cuddigan
Carmen Hougland
Taylor Stricker
Trent Horton
Amy Epp
Ryan Delong
Cyndi Bishop
Heather Offutt
Kara Feuerborn
Kristofer Borden
Kyle Mack
Wealth Manager
Allison Kaiser
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
Justin Bogardus
Partner / Director Of Alternative Investments
Bob McCarthy
Brad Blessen
Brenna Saunders
Brett Broyles
Partner / Private Wealth Manager
Brett Manahan
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
Michael Rogers
Investment Manager - Complex Strategies
Peggy Roach
Paul McArdle
Senior Administrative Training Coordinator
Briggette Epke
Partner / Director Of Business Operations
Paige Moon
Sheryl Watson
Senior Operations Manager
Jeff Aleshire
Director Of Operations
Arthur Harmon
Operations Process Manager
Blake Kleoppel
Carolyn Ink
Charles Khoury
Investment Manager
David Longmore
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
Nathan Colling
Jeff Pollard
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
Maddie Higginbotham
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
Grant Martens
Elizabeth McLeod
Brian Hastert
Jessica Hosmann
Ox Douyon
Stephanie Englander
Kevin Flores
Lisa Libich
Shannon Johnston
Shannon Schneider
Becky Peterson
Partner / Associate Director Of Operations
Melissa Daovannary
Victoria Harding
Stephanie Couture
Administrative Director
Katie Rea
Haley Elder
Sabrina Saxer
Dodie Ramm
Implementation Manager
Lacey Kerwin
Partner / Operations Team Manager
Tom Fitzpatrick
Travis George
Lead Operations Manager Practice Development - Law Enforcement | Aviation | Financial Wellness Inst.
Annie Hogan
Barb Blauw
Jack Hayslett
Kelly Muehlberger
Senior Trust Operations Manager
McKenna Sawyer
Stacy Zahn
Jody Mandl
Leslie Dujakovich
Russell Gaunt
Susan Withey
Julie Long
Kelsi Hunt
Matias Ponce
Melissa Luu
Ellie Hickey
William Hertel
Helen Tluscik
Legal Administrative Assistant
Neal Braswell
Joni Cobb
Partner L Director Of Practice Development
Shari Mount -
Consultant At Creative Planning
Molly Rothove
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
Todd Ericson
Senior Financial Planner
Cale Hill
Financial Wellness Counselor
Keli Wike
Partner / Managing Tax Director
Ethan Diedel
Logan Lea
Financial Planner / Private Wealth Manager
Parker Waters
Jodi Azevedo
Salesforce Solutions Manager
Tizzi Blackburn
Annmarie Gilbo
Team Manager, Separately Managed Accounts
Movina McGrory
Medicare Advisor
Amy McCue
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
Gerhart Kloiber Jr.
MacKenzie Buysse
Ai Shi
Associate Financial Planner
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