Creative Planning
Halle Holmes, CFP®, CPA, has extensive experience in financial planning and accounting, currently serving as a Financial Planner and previously as a Paraplanner at Creative Planning since June 2021. Prior roles include Audit Associate at KPMG from September 2019 to June 2021, Teaching Assistant at The University of Kansas School of Business, Tax Intern at Terry M. Garrett, CPA, and various internships at KPMG and Koch Industries. Halle's leadership experience includes serving as Vice President of Finance for Alpha Chi Omega, where responsibilities included budget management and financial reporting. Educational qualifications include a Bachelor of Science and a Master’s Degree in Accounting from The University of Kansas.
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