The Wealth Management Team at Creative Planning is dedicated to developing personalized investment strategies and providing holistic financial services for clients. This team, composed of experienced professionals including wealth managers, tax associates, financial planners, and investment managers, works collaboratively to address clients' diverse financial needs, from tax planning to international wealth management, ensuring comprehensive and tailored wealth solutions.
Adam Netland
Private Wealth Manager
Aj Jordano
Partner / Private Wealth Manag...
Alan McFann
Senior Investment Manager
Alexander Allen
Senior Investment Manager - In...
Alexis Trauger
Private Wealth Manager
Allison Moeschberger
Private Wealth Manager
Amanda Molin
Wealth Manager
Amrita Hunte
Senior Investment Manager
Amy Epp
Senior Tax Associate
Amy Pavlis
Senior Financial Planner
Andreas Johnson
Wealth Manager
Andrew Ferrette
Private Wealth Manager
Andrew H. Fuller
Partner / Managing Director
Andrew Hamilton
Private Wealth Manager
Andrew Sasso
Private Wealth Manager
Andrew Tyler
Senior Investment Manager
Andy Gryszowka
Wealth Manager
Andy Medina
International Wealth Manager
Anne Megerle
Partner/private Wealth Manager
Annie Colvin
Private Wealth Manager
Annie Tronoski
Managing Director
Anthony Perillo
Partner / Private Wealth Manag...
Ashley Barba
Private Wealth Manager
Barbara Schelhorn
Partner Wealth Manager
Beckie Doty
Private Wealth Manager
Ben McKiernan
International Wealth Manager
Benjamin Polich
Partner / Director Of Trading
Bing Chen
Private Wealth Manager
Bob McCarthy
Wealth Manager
Brad Blessen
Private Wealth Manager
Brandon Dukes
Investment Manager
Brandon Juracek
Senior Tax Associate
Brenna Saunders
Wealth Manager
Brett Broyles
Partner / Private Wealth Manag...
Brett Manahan
Senior Investment Manager
Brett Pophal
Investment Manager
Brian Huey
Private Wealth Manager
Brian Krause
Private Wealth Manager
Briggette Epke
Partner / Director Of Business...
Burke Hallam
Private Wealth Manager
Caleb Beil
Investment Manager
Carmen Hougland
Senior Tax Associate
Casey Jensen
Senior Financial Planner
Chad Fawcett
Partner / Private Wealth Manag...
Chelsea Nalley
Private Wealth Manager
Chris Rowell
Private Wealth Manager
Christian Mijares
Wealth Manager
Chuck Lawless
Partner - Managing Director
Clayton Hatfield
Senior Tax Associate
Cole Gustke
Private Wealth Manager
Conner Sivewright
Wealth Manager At Creative Pla...
Dan Foster
Partner / Managing Director
Daniel Graff Cfp®
Partner | Private Wealth Manag...
Dave Lynch
Senior Portfolio Manager
David Burgess
Principal / Wealth Manager
David Larocca
Private Wealth Manager
Dean T. Stange
Partner, Private Wealth Manage...
Derec Mieden
Wealth Manager
Derrick Williams
Financial Planner/wealth Manag...
Devonee Quinn
Private Wealth Manager
Dhanise Pagulayan
Private Wealth Manager
Dillon Cuddigan
Senior Tax Associate
Drew Howell
Partner | Managing Director At...
Dylan Dunlea
Private Wealth Manager
Elizabeth McLeod
Private Wealth Manager
Eunyoung Young
Senior Tax Associate
Francisco A.
Private Wealth Manager
Gabe Adams
Senior Financial Planner
Gabriel Wilson
Private Wealth Manager
Gabrielle Reilly
Partner / Managing Director
Gary Ingram Mba
Partner / Private Wealth Manag...
George James
Private Wealth Manager
Haley Elder
Fixed Income Portfolio Manager
Hanna Kennedy
International Wealth Manager
Hannah Knoll
Financial Planner And Wealth M...
Jack Thomas
International Wealth Manager
Jaimeson Smith
Private Wealth Manager
Jake Mongler
Global Wealth Manager
James Mantosh
Private Wealth Manager
Jason Phan
Private Wealth Manager
Jason Williams
Partner / Private Wealth Manag...
Jeff Barnthouse
Partner / Private Wealth Manag...
Jeff Juday
Managing Director & Private We...
Jennifer B. Quigley
Partner, Private Wealth Manage...
Jennifer Lopez
Private Wealth Manager
Jeremy Laughton
Wealth Manager And Attorney
Jim Heard
Partner & Private Wealth Manag...
Joe Goltermann
Private Wealth Manager
John Whitsitt
Senior Tax Associate
Jonathan Slabaugh
Senior Investment Manager - Co...
Jordan Arave
Partner / Private Wealth Manag...
Jordan Canupp
Senior Financial Planner
Jordan Lochner Mills
Partner / Private Wealth Manag...
Josh Schmitt
Senior Financial Planner
Justin Barringer
Private Wealth Manager
Justin Bogardus
Partner / Director Of Alternat...
Justin Hawksley
Private Wealth Manager
Justin Kim
International Wealth Manager
Kathleen K.
International Wealth Manager
Ken Zarske
Managing Director
Kolleen Freudiger
Financial Planner/wealth Manag...
Kristin M. Pugh
Private Wealth Manager
Kyle Griffith
Wealth Manager
Kyle Mack
Wealth Manager
Laura McKnight
Partner / Managing Director Of...
Lauren Ismert
Investment Manager
Matt Marinovich
Senior Financial Planner
Matt Pitzer
Private Wealth Manager
Matthew Zolton
Private Wealth Manager
Max Filbeck
Private Wealth Manager
Micah Vanwesep-Scott
Senior Tax Associate
Michael Rogers
Investment Manager - Complex S...
Michael Snyder
Portfolio Manager - Complex St...
Nathan Colling
Investment Manager
Nathan Digmann
Private Wealth Manager
Neal Braswell
Investment Manager
Pat Brault
Wealth Manager
Patrick Dunne
Partner | Private Wealth Manag...
Paul Casazza
Partner & Wealth Manager At Cr...
Perry Dufresne Chfc®
Private Wealth Manager
Pete Moormeier
Private Wealth Manager
Peter Boyack
Wealth Manager
Philip Quitoriano
Private Wealth Manager
Philip Ricasata
Private Wealth Manager At Crea...
Rachel Seiler
Private Wealth Manager
Randeep Gill
Senior Tax Associate
Rob Whited
Managing Director Lockton Reti...
Robert Myers
Private Wealth Manager
Roger Ward
Partner And Principal Wealth M...
Ryan Delong
Senior Tax Associate
Sabrina Saxer
Private Wealth Manager
Sam R.
Fixed Income Portfolio Manager
Samantha Fitzgerald
Senior Financial Planner
Sandeep Brion
International Wealth Manager
Scott Schuster
Partner, Managing Director
Shawn Meade
Partner / Private Wealth Manag...
Stacia Miller
Private Wealth Manager
Stephanie Cooper
Private Wealth Manager
Steve Whitley
Private Wealth Manager
Taylor Harroun Mpas®
Private Wealth Manager
Taylor Seiling
Partner / Private Wealth Manag...
Taylor Stricker
Senior Tax Associate At Creati...
Tiffany Horn
Senior Tax Associate
Tim Ronning
Partner / Investment Manager
Tim Sutton
Principal / Wealth Manager
Travis Knight
Private Wealth Manager
Tyler Bradfield
Senior Tax Associate
Walter Nockett
Partner | Private Wealth Manag...
Wayne Barber
Managing Director
Zach Lyman
Wealth Manager At Creative Pla...
Zach White
Partner / Private Wealth Manag...
Zack Baird
Private Wealth Manager
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