Creative Planning
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- Risk Management Team
Risk Management Team
About
The Risk Management Team at Creative Planning identifies, assesses, and mitigates potential financial risks for clients, ensuring their customized investment plans and wealth management strategies remain secure and effective. The team collaborates with various departments to implement risk controls, provide risk consultation, and ensure compliance with industry regulations.
Team members
Dan Rundle
Commercial Risk Manager
Gabriel Wooldridge
Personal Risk Manager
Julie Adams
Partner / Sr Personal Risk Man...
Kathy Bexten
Director Of Risk Management
Ken Pyle
Chief Risk Officer
Lauren Huddlestun
Personal Risk Manager
Lori Schmoll
Personal Risk Manager
Maddie Higginbotham
Personal Risk Manager
Michael Deranek
Personal Risk Manager
Rob Hissong Ais
Partner, Producer, & Risk Mana...
Zolene Galetti
Manager Of Billing & Reporting
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