The Leadership Team at Creative Planning is responsible for setting the strategic direction of the company, ensuring effective management and growth of our customized investment plans and comprehensive wealth management services. This team oversees key operational areas, including risk management, financial oversight, client relations, marketing, legal compliance, and talent development, to drive the company's mission and achieve long-term objectives.
Andrew H. Fuller
Partner / Managing Director
Dan Foster
Partner / Managing Director
Dave Kaye
Chief Financial Officer
David Burgess
Principal / Wealth Manager
Jacinda Torre
Partner & Regional Vice Presid...
Jeff Juday
Managing Director & Private We...
Peter Mallouk
President & Chief Executive Of...
Rob Whited
Managing Director Lockton Reti...
Scott Schuster
Partner, Managing Director
Wayne Barber
Managing Director
View all