Caley Coss

Caley Coss, CFP®, is a Certified Financial Planner at Creative Planning, where they provide comprehensive wealth management services, including investment management and financial planning. Prior to this role, Caley served as a Financial Advisor at Raymond James and Edward Jones, gaining valuable experience in investment advisory services. They began their career as an Office Manager at DNZ Landscaping and later worked as a Staff Accountant at Cunningham Engineering Corporation. Caley holds a Bachelor's degree in Economics from Stephen F. Austin State University.