Creative Planning
Stacy O. is currently the Marketing Director at Creative Planning. Previously, Stacy held roles such as Director of Marketing Operations and Senior Marketing Manager at Edelman Financial Engines. Stacy also served as the President of the Business Marketing Association of Kansas City and worked as the National Marketing Director at CBIZ & Mayer Hoffman McCann P.C. Stacy has experience in strategic planning, direct marketing, and developing marketing plans for various regions and companies. Stacy holds a BA in Marketing from the University of Northern Iowa.
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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.