Creative Planning
- Teams
- Directors and Managers
Directors and Managers
About
The Directors and Managers team at Creative Planning is responsible for overseeing and optimizing various operational and client-focused functions within the company. This includes managing valuation services, client engagement, business processes, and retirement plans, as well as spearheading talent acquisition, practice development, and administrative services. Their coordination ensures a seamless and tailored experience for clients seeking comprehensive wealth management solutions.
Team members
Amber Barnes
Cashiering Manager
Amber Durand
Business Process Lead
Bridget Hallstrom
Business Manager
David Rogers
Director Of Valuation Litigati...
Dodie Ramm
Implementation Manager
Don Recker
Director, Corporate Retirement...
Drew Hancock
Director Of Practice Developme...
Elizabeth Langeness
Payroll Implementation Manager
Jeff Aleshire
Director Of Operations
Jonathan M. Copley
Director, Client Engagement
Joni Cobb
Director Of Practice Developme...
Millie Brink
Director Of Talent Acquisition
Rita Latnhotha
Pep/ma Operations Leader
Scott Pinto
Valuation Services Manager
Stephanie Couture
Administrative Director
Other teams at Creative Planning
View all
helps you hire
great candidates
It’s free to use - try it out today.