Creative Planning
Jessica Culpepper, MBA, CPA, CFP®, has extensive experience in wealth management and financial planning, currently serving as a Wealth Manager at Creative Planning Inc. since October 2009. Prior to this role, Jessica worked as a Financial Planner at Retirement Plus from May 2007 to October 2009. Jessica holds an MBA in Finance from the University of Missouri-Kansas City and a Bachelor of Science in Accounting from Missouri State University. Additionally, Jessica is a Certified Financial Planner and a Certified Public Accountant.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.