Creative Planning Inc.
Industry: Financial services company
DescriptionCreative Planning, Inc. is an independent wealth management firm and registered investment advisor owned by American financial advisor Peter Mallouk. The firm was founded in 1983 and is headquartered in Leawood, Kansas. Assets under management: 32 billion USD Owner: Peter Mallouk Headquarters: Overland Park, KS Number of employees: 450 employees Founded: 1983
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Creative Planning Inc. Employees
Employee
Years
Job
Industry
David Gaylord David Gaylord's Creative Planning Inc. Experience 2015 - 2015
Job Highly Qualified Operations Manager
Industry Financial Services
Experience
Creative Planning Inc. 2015 - 2015
DST Systems 2008 - 2014
DST Systems 2002 - 2008
Scudder Investments 1998 - 2002
Kemper Services Company 1996 - 1998
Kemper Services Company 1993 - 1996
Skills
Team Training, Employee Learning &..., Workflow Management, Project Management, High Performance Teams, Customer Service..., Cross-functional Team..., Effective Networking, Strategic Visionary, Customer Service, Leadership, Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, CRM
Education
Missouri State University
Bachelor of Science (B.S.), Business Management with Emphasis in Human Resources
Creative Planning Inc. 2015 - 2015
DST Systems 2008 - 2014
DST Systems 2002 - 2008
Scudder Investments 1998 - 2002
Kemper Services Company 1996 - 1998
Kemper Services Company 1993 - 1996
Skills
Team Training, Employee Learning &..., Workflow Management, Project Management, High Performance Teams, Customer Service..., Cross-functional Team..., Effective Networking, Strategic Visionary, Customer Service, Leadership, Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, CRM
Education
Missouri State University
Bachelor of Science (B.S.), Business Management with Emphasis in Human Resources
Emily Wallace Emily Wallace's Creative Planning Inc. Experience March 2013 - August 2013
Job Staffing Manager at Allied Global Services
Industry Staffing and Recruiting
Experience
Allied Global Services April 2015 - Present
SelectQuote Insurance Services March 2014 - February 2015
Ricoh Americas Corporation September 2013 - February 2014
Creative Planning Inc. March 2013 - August 2013
Westrope & Associates November 2011 - March 2013
Challenger Teamwear August 2011 - December 2011
Skills
Sales, Microsoft Excel, Microsoft Office, Insurance, Leadership, PowerPoint, Microsoft Word, Social Media, Time Management, Recruiting, Cold Calling, Outside Sales, Management, Marketing, Account Management, Customer Service
Education
University of Kansas
Bachelor of General Studies in Liberal Arts and Sciences
Allied Global Services April 2015 - Present
SelectQuote Insurance Services March 2014 - February 2015
Ricoh Americas Corporation September 2013 - February 2014
Creative Planning Inc. March 2013 - August 2013
Westrope & Associates November 2011 - March 2013
Challenger Teamwear August 2011 - December 2011
Skills
Sales, Microsoft Excel, Microsoft Office, Insurance, Leadership, PowerPoint, Microsoft Word, Social Media, Time Management, Recruiting, Cold Calling, Outside Sales, Management, Marketing, Account Management, Customer Service
Education
University of Kansas
Bachelor of General Studies in Liberal Arts and Sciences
Melissa Daovannary's Creative Planning Inc. Experience July 2014 - Present
Job Operations Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Kansas State University - Powercat Financial Counseling August 2013 - May 2014
Skills
Wealth Management, Strategic Financial..., Financial Planners
Education
Kansas State University 2011 — 2014
Bachelor's Degree, Personal Financial Planning
Creative Planning Inc. July 2014 - Present
Kansas State University - Powercat Financial Counseling August 2013 - May 2014
Skills
Wealth Management, Strategic Financial..., Financial Planners
Education
Kansas State University 2011 — 2014
Bachelor's Degree, Personal Financial Planning
Conner Sivewright, CFP®'s Creative Planning Inc. Experience July 2013 - Present
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2013 - Present
Fidelity Investments November 2010 - July 2013
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth, Investments, Finance, Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Planners, Financial Advisory, Financial Planning, Retirement, Investment Strategies
Education
University of Kansas 2003 — 2007
Finance
Creative Planning Inc. July 2013 - Present
Fidelity Investments November 2010 - July 2013
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth, Investments, Finance, Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Planners, Financial Advisory, Financial Planning, Retirement, Investment Strategies
Education
University of Kansas 2003 — 2007
Finance
Scott W. O'Brien, CFP®, Financial Advisor Scott W. O'Brien, CFP®, Financial Advisor's Creative Planning Inc. Experience January 2009 - May 2012
Job Certified Financial Planner®, Partner and Director of Wealth Management at WorthPointe Wealth Management
Industry Financial Services
Experience
WorthPointe Wealth Management June 2012 - Present
Creative Planning Inc. January 2009 - May 2012
Skills
Wealth Management, Wealth Management..., Investment Management, High Net Worth..., Financial Planners, Retirement Planning, Investment Advisory, Estate Planning, Investments, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Portfolio Management, Financial Advisory, Asset Managment, 401k, IRAs, Wealth, Wealth Accumulation, Income Protection, Strategic Financial..., Finance, Certified Financial..., Retirement Plan..., Financial Services, Securities
Education
University of Maine 1978 — 1981
Bachelor of Science, Business Administration
Certified Financial Planner®
WorthPointe Wealth Management June 2012 - Present
Creative Planning Inc. January 2009 - May 2012
Skills
Wealth Management, Wealth Management..., Investment Management, High Net Worth..., Financial Planners, Retirement Planning, Investment Advisory, Estate Planning, Investments, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Portfolio Management, Financial Advisory, Asset Managment, 401k, IRAs, Wealth, Wealth Accumulation, Income Protection, Strategic Financial..., Finance, Certified Financial..., Retirement Plan..., Financial Services, Securities
Education
University of Maine 1978 — 1981
Bachelor of Science, Business Administration
Certified Financial Planner®
Heather R. Ray's Creative Planning Inc. Experience October 2014 - Present
Job Operations Manager at Creative Planning, Inc
Industry Investment Management
Experience
Creative Planning, Inc October 2014 - Present
LeaderOne Financial April 2013 - October 2014
DH Pace Company, Inc. March 2012 - October 2012
Multi Service 2005 - 2005
Sprint 1998 - 2002
Skills
Business Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Project Management, Customer Service, Contract Negotiation, Strategic Planning, Team Building, Leadership, Management, Process Improvement, Strategy, Account Management, Program Management, Vendor Management, Sales Management, Sales
Education
Ottawa University-Kansas City
Bachelor of Arts (B.A.), Business Management
Sanford Brown College
Associates Degree, Occupational Therapy/Therapist
Creative Planning, Inc October 2014 - Present
LeaderOne Financial April 2013 - October 2014
DH Pace Company, Inc. March 2012 - October 2012
Multi Service 2005 - 2005
Sprint 1998 - 2002
Skills
Business Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Project Management, Customer Service, Contract Negotiation, Strategic Planning, Team Building, Leadership, Management, Process Improvement, Strategy, Account Management, Program Management, Vendor Management, Sales Management, Sales
Education
Ottawa University-Kansas City
Bachelor of Arts (B.A.), Business Management
Sanford Brown College
Associates Degree, Occupational Therapy/Therapist
Christopher Wolff, CFP®'s Creative Planning Inc. Experience November 2013 - Present
Job Financial Planner at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. November 2013 - Present
KHC Wealth Management September 2012 - November 2013
Education
University of Missouri-Kansas City - Bloch School of Management
MBA, Finance and Leadership
University of Missouri-Kansas City
BBA, Business Administration
Creative Planning Inc. November 2013 - Present
KHC Wealth Management September 2012 - November 2013
Education
University of Missouri-Kansas City - Bloch School of Management
MBA, Finance and Leadership
University of Missouri-Kansas City
BBA, Business Administration
Victoria Wikiera, CPA Victoria Wikiera, CPA's Creative Planning Inc. Experience August 2012 - Present
Job Tax Director at Creative Planning Inc.
Industry Accounting
Experience
Creative Planning Inc. August 2012 - Present
Park University 2012 - January 2014
Victoria Wikiera CPA 2012 - 2014
Freightquote.com 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
Creative Planning Inc. 2010 - 2010
LandaJob Advertising & Marketing Talent 2006 - 2008
Skills
Accounting, Financial Reporting, CPA, Financial Analysis, Tax, General Ledger, Budgets, Microsoft Excel, Tax Preparation, Analysis
Education
University of Missouri-Kansas City 2009 — 2010
MS, Accountancy
University of Missouri-Kansas City 2005 — 2009
BS, Accountancy
Notre Dame de Sion
Creative Planning Inc. August 2012 - Present
Park University 2012 - January 2014
Victoria Wikiera CPA 2012 - 2014
Freightquote.com 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
Creative Planning Inc. 2010 - 2010
LandaJob Advertising & Marketing Talent 2006 - 2008
Skills
Accounting, Financial Reporting, CPA, Financial Analysis, Tax, General Ledger, Budgets, Microsoft Excel, Tax Preparation, Analysis
Education
University of Missouri-Kansas City 2009 — 2010
MS, Accountancy
University of Missouri-Kansas City 2005 — 2009
BS, Accountancy
Notre Dame de Sion
Travis Bezella, CFP® Travis Bezella, CFP®'s Creative Planning Inc. Experience February 2014 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Work Optional, Inc September 2009 - February 2014
Work Optional, Inc September 2004 - September 2009
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investment Strategies, Investment Management, Asset Allocation, Strategy, 401k, Financial Advisory, Finance, Wealth Management..., Fixed Annuities, Wealth, Strategic Planning
Education
University of St. Thomas 2012 — 2015
MBA, Finance
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics
Creative Planning Inc. February 2014 - Present
Work Optional, Inc September 2009 - February 2014
Work Optional, Inc September 2004 - September 2009
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investment Strategies, Investment Management, Asset Allocation, Strategy, 401k, Financial Advisory, Finance, Wealth Management..., Fixed Annuities, Wealth, Strategic Planning
Education
University of St. Thomas 2012 — 2015
MBA, Finance
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics
Stephen Greco Stephen Greco's Creative Planning Inc. Experience September 2013 - Present
Job Director of Wealth Management at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning, Inc. September 2013 - Present
Wealthquest Corporation April 2011 - September 2013
TD Ameritrade October 2006 - April 2011
Skills
Financial Planning, Asset Management, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Series 7, Wealth, Investments, Securities, Series 63, Investment Advisory, Mutual Funds, Finance, Investment Management, Financial Advisory, Asset Allocation, Uniform Combined State..., Financial Planners, Series 24, 401k, Retirement Planning, Options, FINRA, Series 65, Alternative Investments, Investment Strategies, Retirement, Financial Services, Equities, ETFs, Fixed Income, Portfolio Management, IRAs, Fixed Annuities, Bonds, Wealth Management..., High Net Worth..., Trading, Relationship Management
Education
State University of New York at Buffalo 1996 — 2000
B.A., Psychology
Creative Planning, Inc. September 2013 - Present
Wealthquest Corporation April 2011 - September 2013
TD Ameritrade October 2006 - April 2011
Skills
Financial Planning, Asset Management, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Series 7, Wealth, Investments, Securities, Series 63, Investment Advisory, Mutual Funds, Finance, Investment Management, Financial Advisory, Asset Allocation, Uniform Combined State..., Financial Planners, Series 24, 401k, Retirement Planning, Options, FINRA, Series 65, Alternative Investments, Investment Strategies, Retirement, Financial Services, Equities, ETFs, Fixed Income, Portfolio Management, IRAs, Fixed Annuities, Bonds, Wealth Management..., High Net Worth..., Trading, Relationship Management
Education
State University of New York at Buffalo 1996 — 2000
B.A., Psychology
Beth Sharpe's Creative Planning Inc. Experience November 2014 - Present
Job Director Advisor Services at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. November 2014 - Present
BAM Advisor Services January 2013 - October 2014
BAM Advisor Services July 2011 - January 2013
BAM Advisor Services October 2008 - September 2011
Buckingham Asset Management October 2007 - October 2008
Skills
Portfolio Management, Investments, Equities, CRM, Financial Services, Asset Management, Analysis, Wealth Management, Asset Managment, Business Development, Management, Investment Management, Capital Markets, Marketing Strategy, Financial Advisory, Training, Trading, Options, Financial Analysis, SEO, Asset Allocation, Practice Management, Practice Development, Professional..., Advisor Training
Education
Indiana University Bloomington 1993 — 1997
B.S., Psychology, Biology, Chemistry
Creative Planning Inc. November 2014 - Present
BAM Advisor Services January 2013 - October 2014
BAM Advisor Services July 2011 - January 2013
BAM Advisor Services October 2008 - September 2011
Buckingham Asset Management October 2007 - October 2008
Skills
Portfolio Management, Investments, Equities, CRM, Financial Services, Asset Management, Analysis, Wealth Management, Asset Managment, Business Development, Management, Investment Management, Capital Markets, Marketing Strategy, Financial Advisory, Training, Trading, Options, Financial Analysis, SEO, Asset Allocation, Practice Management, Practice Development, Professional..., Advisor Training
Education
Indiana University Bloomington 1993 — 1997
B.S., Psychology, Biology, Chemistry
Jacinda Henry's Creative Planning Inc. Experience February 2009 - Present
Job Regional VP at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Creative Planning Inc. February 2009 - Present
TD Ameritrade January 2005 - February 2009
Charles Schwab September 1999 - January 2005
Skills
Investments, Wealth Management, Investment Management, Retirement, Strategic Financial..., Series 7, Series 63, Finance, Estate Planning, Wealth, Wealth Management..., Financial Advisory, Bloomberg, Financial Planners, Trading, Financial Services
Education
Indiana University Bloomington 1990 — 1993
Psychology and Criminal Justice
Renee Vogel's Creative Planning Inc. Experience April 2013 - Present
Job Operations Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. April 2013 - Present
NCRI - National Catastrophe Restoration, Inc. July 2009 - March 2013
Skills
Process Scheduler, Investment Management, Strategic Financial..., Wealth Management, Wealth Management..., Retirement Planning, Financial Planning, Leadership
Education
Kansas State University 2006 — 2008
Bachelor, Marketing
Creative Planning Inc. April 2013 - Present
NCRI - National Catastrophe Restoration, Inc. July 2009 - March 2013
Skills
Process Scheduler, Investment Management, Strategic Financial..., Wealth Management, Wealth Management..., Retirement Planning, Financial Planning, Leadership
Education
Kansas State University 2006 — 2008
Bachelor, Marketing
Charles Webb, CFP® Charles Webb, CFP®'s Creative Planning Inc. Experience July 2013 - Present
Job Private Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2013 - Present
Compak Asset Management September 2008 - June 2013
Skills
Certified Financial..., Sales, Customer Service, New Business Development, Business Development, Account Management, Business Planning, Business Strategy, Competitive Analysis, Sales Management, Strategic Planning, Business Analysis, Strategic Financial..., Personal Financial..., Financial Services, Retirement Planning, Retirement Plan..., Estate Planning, Estate Tax Planning, Life & Health Insurance..., Property & Casualty...
Education
University of California, Irvine 2011 — 2012
Certified Financial Planner, Financial Planning
San Diego State University-California State University 2005 — 2008
Master of Science Business Administration, International Business
Western Connecticut State University 2001 — 2004
Bachelor of Business Administration, Business - Management of Information Systems
The University of Connecticut 1999 — 2001
Business - Management of Information Systems
Creative Planning Inc. July 2013 - Present
Compak Asset Management September 2008 - June 2013
Skills
Certified Financial..., Sales, Customer Service, New Business Development, Business Development, Account Management, Business Planning, Business Strategy, Competitive Analysis, Sales Management, Strategic Planning, Business Analysis, Strategic Financial..., Personal Financial..., Financial Services, Retirement Planning, Retirement Plan..., Estate Planning, Estate Tax Planning, Life & Health Insurance..., Property & Casualty...
Education
University of California, Irvine 2011 — 2012
Certified Financial Planner, Financial Planning
San Diego State University-California State University 2005 — 2008
Master of Science Business Administration, International Business
Western Connecticut State University 2001 — 2004
Bachelor of Business Administration, Business - Management of Information Systems
The University of Connecticut 1999 — 2001
Business - Management of Information Systems
Carolyn Frager, CFP®'s Creative Planning Inc. Experience July 2014 - Present
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments November 2012 - June 2014
Education
Kansas State University 2008 — 2011
Bachelor of Science, Personal Financial Planning
Creative Planning Inc. July 2014 - Present
Fidelity Investments November 2012 - June 2014
Education
Kansas State University 2008 — 2011
Bachelor of Science, Personal Financial Planning
T. Matt McCauley T. Matt McCauley's Creative Planning Inc. Experience March 2015 - Present
Job Investment Manager at Creative Planning Inc.
Industry Investment Management
Experience
Creative Planning Inc. March 2015 - Present
Buttonwood Financial Group, LLC June 2013 - March 2015
Skills
Economics, Finance, Financial Advisory, Statistics, Mutual Funds, Mathematics, Commodity, Stocks, Investments
Education
University of Missouri-Kansas City 2014 — 2015
Master of Science (MS), Finance
University of Missouri-Kansas City 2010 — 2012
Bachelor of Arts (B.A.), Economics
Kansas State University 2007 — 2008
Creative Planning Inc. March 2015 - Present
Buttonwood Financial Group, LLC June 2013 - March 2015
Skills
Economics, Finance, Financial Advisory, Statistics, Mutual Funds, Mathematics, Commodity, Stocks, Investments
Education
University of Missouri-Kansas City 2014 — 2015
Master of Science (MS), Finance
University of Missouri-Kansas City 2010 — 2012
Bachelor of Arts (B.A.), Economics
Kansas State University 2007 — 2008
Jennifer Solis, CFP®'s Creative Planning Inc. Experience January 2015 - Present
Job Education Counselor
Industry Financial Services
Experience
Creative Planning Inc. January 2015 - Present
TD Ameritrade January 2012 - October 2014
Skills
Series 7, Securities, Uniform Combined State..., Series 63, Marketing Communications, Medical Billing, Cosmetology, Series 65, FINRA, Investment Advisory, Wealth Management, Retirement Planning, Investments, Financial Planning, Retirement, Financial Advisory, 401k
Education
University of California, San Diego 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American University of Paris
Communication and Media Studies
Creative Planning Inc. January 2015 - Present
TD Ameritrade January 2012 - October 2014
Skills
Series 7, Securities, Uniform Combined State..., Series 63, Marketing Communications, Medical Billing, Cosmetology, Series 65, FINRA, Investment Advisory, Wealth Management, Retirement Planning, Investments, Financial Planning, Retirement, Financial Advisory, 401k
Education
University of California, San Diego 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American University of Paris
Communication and Media Studies
Jason Preston Jason Preston's Creative Planning Inc. Experience 2012 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Frank Lorenzo Frank Lorenzo's Creative Planning Inc. Experience January 2015 - April 2015
Job UMKC M.S.A Student
Industry Accounting
Experience
Sprouts Farmers Market June 2015 - Present
Creative Planning Inc. January 2015 - April 2015
March of Dimes August 2014 - December 2014
UMKC February 2014 - December 2014
ArtsKC - Regional Arts Council January 2014 - August 2014
Skills
Accounting, Bookkeeping, Microsoft Excel, Microsoft Office, Salesforce.com, Statistics, Organization, Time Management, Peachtree, Data Entry, Financial Analysis
Education
University of Missouri-Kansas City 2015 — 2016
MSA, Taxation
University of Missouri-Kansas City 2011 — 2014
Bachelor of Science (BS), Accounting, Graduated Magna Cum Laude
Sprouts Farmers Market June 2015 - Present
Creative Planning Inc. January 2015 - April 2015
March of Dimes August 2014 - December 2014
UMKC February 2014 - December 2014
ArtsKC - Regional Arts Council January 2014 - August 2014
Skills
Accounting, Bookkeeping, Microsoft Excel, Microsoft Office, Salesforce.com, Statistics, Organization, Time Management, Peachtree, Data Entry, Financial Analysis
Education
University of Missouri-Kansas City 2015 — 2016
MSA, Taxation
University of Missouri-Kansas City 2011 — 2014
Bachelor of Science (BS), Accounting, Graduated Magna Cum Laude
Joanie Douglas's Creative Planning Inc. Experience April 2011 - October 2013
Job Overland Park Convention Center
Industry Executive Office
Experience
Creative Planning, Inc April 2011 - October 2013
Williams-Sonoma October 2010 - December 2010
Dr Gale B Oleson, MD January 1986 - January 1988
Skills
Sales, Management, Interviews, Project Planning, Process Scheduler, Customer Service, Negotiation, Training, Human Resources, Employee Relations, Insurance, Strategic Planning, Invoicing
Education
Kansas State University 1982 — 1984
Parsons Senior High School 1979 — 1982
Creative Planning, Inc April 2011 - October 2013
Williams-Sonoma October 2010 - December 2010
Dr Gale B Oleson, MD January 1986 - January 1988
Skills
Sales, Management, Interviews, Project Planning, Process Scheduler, Customer Service, Negotiation, Training, Human Resources, Employee Relations, Insurance, Strategic Planning, Invoicing
Education
Kansas State University 1982 — 1984
Parsons Senior High School 1979 — 1982
Jeff Juday Jeff Juday's Creative Planning Inc. Experience February 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments March 2010 - February 2014
Skills
Estate Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth, Plannning, Financial Planners
Education
College for Financial Planning 2005 — 2006
CRPC, Chartered Retirement Planning Counselor
California State University-Northridge 2000 — 2002
Bachelor's Degree, Communications; Public Speaking
Creative Planning Inc. February 2014 - Present
Fidelity Investments March 2010 - February 2014
Skills
Estate Planning, Mutual Funds, Investments, Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth, Plannning, Financial Planners
Education
College for Financial Planning 2005 — 2006
CRPC, Chartered Retirement Planning Counselor
California State University-Northridge 2000 — 2002
Bachelor's Degree, Communications; Public Speaking
Andreas Johnson Andreas Johnson's Creative Planning Inc. Experience May 2015 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. May 2015 - Present
Fisher Investments October 2012 - May 2015
City of Washougal Planning Commission September 2011 - September 2014
Fisher Investments August 2010 - October 2012
Fisher Investments August 2008 - August 2010
Fisher Investments July 2005 - August 2008
Skills
Wealth Management, Investment Management...
Education
University of California, Riverside 2000 — 2005
Bachelor's of Economics, Finance, General
Creative Planning Inc. May 2015 - Present
Fisher Investments October 2012 - May 2015
City of Washougal Planning Commission September 2011 - September 2014
Fisher Investments August 2010 - October 2012
Fisher Investments August 2008 - August 2010
Fisher Investments July 2005 - August 2008
Skills
Wealth Management, Investment Management...
Education
University of California, Riverside 2000 — 2005
Bachelor's of Economics, Finance, General
Joseph Lussier Joseph Lussier's Creative Planning Inc. Experience February 2012 - Present
Job Wealth Manager at Creative Planning, Inc
Industry Financial Services
Experience
Creative Planning Inc. February 2012 - Present
Fidelity Investments January 1997 - February 2012
Education
SUNY New Paltz 1990 — 1992
BS, MANAGEMENT
Creative Planning Inc. February 2012 - Present
Fidelity Investments January 1997 - February 2012
Education
SUNY New Paltz 1990 — 1992
BS, MANAGEMENT
Hannah Knoll Hannah Knoll's Creative Planning Inc. Experience July 2014 - Present
Job Financial Planner at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
UBS June 2012 - July 2014
Education
University of Missouri-Kansas City 2010 — 2012
BBA, Finance
Metrpolitan Community College-Longview 2008 — 2010
Associate of Arts
Creative Planning Inc. July 2014 - Present
UBS June 2012 - July 2014
Education
University of Missouri-Kansas City 2010 — 2012
BBA, Finance
Metrpolitan Community College-Longview 2008 — 2010
Associate of Arts
Andrew Horsman, CFP® Andrew Horsman, CFP®'s Creative Planning Inc. Experience January 2013 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. January 2013 - Present
Stepp & Rothwell, Inc. October 2008 - December 2012
Skills
Mutual Funds, Investment Management, Wealth Management, Investments, Financial Planners, Wealth Management..., Wealth, Strategic Financial..., Asset Allocation, Investment Strategies, Management
Education
Clemson University 2004 — 2008
Finance
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Creative Planning Inc. January 2013 - Present
Stepp & Rothwell, Inc. October 2008 - December 2012
Skills
Mutual Funds, Investment Management, Wealth Management, Investments, Financial Planners, Wealth Management..., Wealth, Strategic Financial..., Asset Allocation, Investment Strategies, Management
Education
Clemson University 2004 — 2008
Finance
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Al Meadows's Creative Planning Inc. Experience October 2011 - August 2015
Job Certified Financial Planner™
Industry Financial Services
Experience
Creative Planning Inc. October 2011 - August 2015
Fidelity Investments Private Client Group July 1999 - October 2011
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Financial Planners, Investment Management, Retirement Planning, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, 401k, Financial Advisory, Series 63, Wealth, Investment Strategies, Securities, Estate Planning, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2000 — 2003
MBA, Financial Services and Planning
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Financial Services and Planning
Certified Financial Planner™
CFP®
Creative Planning Inc. October 2011 - August 2015
Fidelity Investments Private Client Group July 1999 - October 2011
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Financial Planners, Investment Management, Retirement Planning, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, 401k, Financial Advisory, Series 63, Wealth, Investment Strategies, Securities, Estate Planning, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2000 — 2003
MBA, Financial Services and Planning
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Financial Services and Planning
Certified Financial Planner™
CFP®
Craig Seiler's Creative Planning Inc. Experience 2007 - Present
Job Partner at Creative Planning Risk Services
Industry Financial Services
Experience
Creative Planning Inc. 2007 - Present
Creative Planning Risk Services April 1997 - Present
Fidelity Group Insurance Professionals LLC February 2003 - December 2007
Education
Kansas State University 1989 — 1994
Bachelor's of Science, Civil Engineering
Kauffman Foundation
Creative Planning Inc. 2007 - Present
Creative Planning Risk Services April 1997 - Present
Fidelity Group Insurance Professionals LLC February 2003 - December 2007
Education
Kansas State University 1989 — 1994
Bachelor's of Science, Civil Engineering
Kauffman Foundation
Dan Foster Dan Foster's Creative Planning Inc. Experience May 2009 - Present
Job Regional VP at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. May 2009 - Present
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth Management..., Retirement Planning, Options, Investments, Financial Planners, Retirement, Asset Allocation, Mutual Funds, Wealth, Series 7, Investment Management, 401k, Investment Advisory, Investment Strategies, Estate Planning, Series 63, Uniform Combined State..., FINRA, Alternative Investments, IRAs, Securities, Asset Management, Financial Services, Retirement Plan..., Series 65, Equities, Life Insurance, Financial Planning
Education
Hillsdale College 1990 — 1994
BA, Accounting
CPA
Certified Financial Planner
CFP
Creative Planning Inc. May 2009 - Present
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth Management..., Retirement Planning, Options, Investments, Financial Planners, Retirement, Asset Allocation, Mutual Funds, Wealth, Series 7, Investment Management, 401k, Investment Advisory, Investment Strategies, Estate Planning, Series 63, Uniform Combined State..., FINRA, Alternative Investments, IRAs, Securities, Asset Management, Financial Services, Retirement Plan..., Series 65, Equities, Life Insurance, Financial Planning
Education
Hillsdale College 1990 — 1994
BA, Accounting
CPA
Certified Financial Planner
CFP
Patrick Elliott CFP®'s Creative Planning Inc. Experience March 2013 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2013 - Present
USAA November 2007 - March 2013
Skills
Insurance Planning, Estate Planning, Investment Strategies, Annuities, Cross-functional Team..., Compliance, Retirement Income..., Financial Planning, Insurance, Bonds, Customer Relations, Asset Management, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Investments, Retirement, Series 7, Portfolio Management, Securities, Financial Advisory, 401k, Long Term Care, Reporting & Analysis, Wealth Transfer, Financial Analysis, Strategic Financial..., Financial Planners, Investment Management, Uniform Combined State..., Wealth, Fixed Annuities, Long-term Care
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Business Administration and Management, General
Charter Oak State College 2003 — 2004
BBS, Business
Creative Planning Inc. March 2013 - Present
USAA November 2007 - March 2013
Skills
Insurance Planning, Estate Planning, Investment Strategies, Annuities, Cross-functional Team..., Compliance, Retirement Income..., Financial Planning, Insurance, Bonds, Customer Relations, Asset Management, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Investments, Retirement, Series 7, Portfolio Management, Securities, Financial Advisory, 401k, Long Term Care, Reporting & Analysis, Wealth Transfer, Financial Analysis, Strategic Financial..., Financial Planners, Investment Management, Uniform Combined State..., Wealth, Fixed Annuities, Long-term Care
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Business Administration and Management, General
Charter Oak State College 2003 — 2004
BBS, Business
Connor McCambridge's Creative Planning Inc. Experience May 2010 - January 2011
Job Absolute Construction, Inc
Industry Construction
Experience
Creative Planning Inc. May 2010 - January 2011
Resolution Benefits Design January 2010 - January 2010
Absolute Construction Inc. May 2001 - August 2009
ABSOLUTE CONSTRUCTION, INC January 2001 - August 2009
McCambridge Brothers Construction May 2007 - August 2007
MCCAMBRIDGE BROTHERS CONSTRUCTION COMPANY2007 May 2007 - August 2007
Education
Robert J. Trulaske, Sr. College of Business, University of Missouri-Columbia 2006 — 2010
Bachelor of Science, Business Administration; Finance and Economics
University of Missouri-Columbia, College of Business 2006 — 2010
University of Missouri-Columbia
Creative Planning Inc. May 2010 - January 2011
Resolution Benefits Design January 2010 - January 2010
Absolute Construction Inc. May 2001 - August 2009
ABSOLUTE CONSTRUCTION, INC January 2001 - August 2009
McCambridge Brothers Construction May 2007 - August 2007
MCCAMBRIDGE BROTHERS CONSTRUCTION COMPANY2007 May 2007 - August 2007
Education
Robert J. Trulaske, Sr. College of Business, University of Missouri-Columbia 2006 — 2010
Bachelor of Science, Business Administration; Finance and Economics
University of Missouri-Columbia, College of Business 2006 — 2010
University of Missouri-Columbia
Jose E. Saenz Jose E. Saenz's Creative Planning Inc. Experience September 2013 - May 2014
Job Grant Accounting Assistant at Marquette University
Industry Accounting
Experience
Marquette University May 2014 - Present
Advocare August 2012 - Present
Creative Planning Inc. September 2013 - May 2014
Creative Planning Inc. August 2013 - September 2013
Creative Planning Inc. January 2013 - August 2013
QuikTrip December 2006 - February 2013
Los Angeles Matadors July 2010 - December 2011
USA Boxing, Inc. September 1999 - October 2011
World Series of Boxing/LA Matadors July 2010 - September 2011
Crown Center Apothecary December 2008 - April 2009
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Social Media, Teamwork, Public Speaking, Marketing, Budgets, Marketing Strategy, Outlook, Public Relations, Team Building, Data Entry, Facebook, Negotiation, Strategic Planning, Leadership, Spanish, Management, Social Networking, Time Management, Fundraising, Research, Nonprofits
Education
Marquette University 2014 — 2016
Master of Science (MS), Accounting
Rockhurst University 2008 — 2013
Bachelor of Science Business Administration, Accounting
Rockhurst University 2008 — 2013
Bachelor of Arts, Spanish
Van Horn High School 2004 — 2008
High School Diploma, Business Management & Technology
Marquette University May 2014 - Present
Advocare August 2012 - Present
Creative Planning Inc. September 2013 - May 2014
Creative Planning Inc. August 2013 - September 2013
Creative Planning Inc. January 2013 - August 2013
QuikTrip December 2006 - February 2013
Los Angeles Matadors July 2010 - December 2011
USA Boxing, Inc. September 1999 - October 2011
World Series of Boxing/LA Matadors July 2010 - September 2011
Crown Center Apothecary December 2008 - April 2009
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Social Media, Teamwork, Public Speaking, Marketing, Budgets, Marketing Strategy, Outlook, Public Relations, Team Building, Data Entry, Facebook, Negotiation, Strategic Planning, Leadership, Spanish, Management, Social Networking, Time Management, Fundraising, Research, Nonprofits
Education
Marquette University 2014 — 2016
Master of Science (MS), Accounting
Rockhurst University 2008 — 2013
Bachelor of Science Business Administration, Accounting
Rockhurst University 2008 — 2013
Bachelor of Arts, Spanish
Van Horn High School 2004 — 2008
High School Diploma, Business Management & Technology
Aaron Buczek Aaron Buczek's Creative Planning Inc. Experience March 2013 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2013 - Present
TD Ameritrade October 2008 - March 2013
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Series 63, Bloomberg, Portfolio Management, Securities, Strategy, Investment Management, Finance, Wealth Management..., Strategic Financial..., Wealth, Mutual Funds, Retirement Planning
Education
University of California, Santa Barbara 1985 — 1990
B.A., Communication Studies
Creative Planning Inc. March 2013 - Present
TD Ameritrade October 2008 - March 2013
Skills
Series 7, Investments, Wealth Management, Asset Allocation, Series 63, Bloomberg, Portfolio Management, Securities, Strategy, Investment Management, Finance, Wealth Management..., Strategic Financial..., Wealth, Mutual Funds, Retirement Planning
Education
University of California, Santa Barbara 1985 — 1990
B.A., Communication Studies
Michael Sukup's Creative Planning Inc. Experience November 2013 - January 2015
Job Attorney at Creative Planning Legal, P.A.
Industry Law Practice
Experience
Creative Planning Legal, P.A. January 2015 - Present
Creative Planning Inc. November 2013 - January 2015
The Halbrook Law Firm December 2012 - July 2013
Castle Law Office of Kansas City February 2011 - 2012
Skills
Employment Law, Commercial Litigation, Corporate Law, Personal Injury, Courts, Family Law, Legal Advice, Bankruptcy, Wills, Trusts, Chapter 7, Estate Planning
Education
University of Missouri-Kansas City 2007 — 2010
Doctor of Law (JD), Law
Kansas State University 2002 — 2007
Bachelor of Science (BS), Public Relations/Image Management
Creative Planning Legal, P.A. January 2015 - Present
Creative Planning Inc. November 2013 - January 2015
The Halbrook Law Firm December 2012 - July 2013
Castle Law Office of Kansas City February 2011 - 2012
Skills
Employment Law, Commercial Litigation, Corporate Law, Personal Injury, Courts, Family Law, Legal Advice, Bankruptcy, Wills, Trusts, Chapter 7, Estate Planning
Education
University of Missouri-Kansas City 2007 — 2010
Doctor of Law (JD), Law
Kansas State University 2002 — 2007
Bachelor of Science (BS), Public Relations/Image Management
Amanda Burge, CFP® Amanda Burge, CFP®'s Creative Planning Inc. Experience June 2015 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
FCI Advisors January 2013 - June 2015
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., 401k, 401k Rollovers, IRAs, System Administration, Helping Clients Succeed, New Business Development, Communication Skills, Training, Goal Oriented, Organization, Positive Personality, Positive Team Player, Responsiveness, Wealth Management, High Net Worth..., Banking, Investment Management, Asset Management, Financial Planning
Education
University of Missouri-Kansas City 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Finance
Creative Planning Inc. June 2015 - Present
FCI Advisors January 2013 - June 2015
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., 401k, 401k Rollovers, IRAs, System Administration, Helping Clients Succeed, New Business Development, Communication Skills, Training, Goal Oriented, Organization, Positive Personality, Positive Team Player, Responsiveness, Wealth Management, High Net Worth..., Banking, Investment Management, Asset Management, Financial Planning
Education
University of Missouri-Kansas City 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business/Finance
Elizabeth Kouri Elizabeth Kouri's Creative Planning Inc. Experience October 2014 - Present
Job Tax Director at Creative Planning Tax LLC
Industry Accounting
Experience
Creative Planning Inc. October 2014 - Present
BKD CPAs & Advisors January 1997 - September 2014
Skills
Tax, Estate Planning, CPA, High Net Worth..., Partnership Taxation, Tax Research, Tax Preparation, Income Tax, Accounting, Corporate Tax, Tax Accounting, Risk Management, Tax Returns
Education
University of Arkansas 1993 — 1997
BSBA, Accounting
Bentonville High School
Creative Planning Inc. October 2014 - Present
BKD CPAs & Advisors January 1997 - September 2014
Skills
Tax, Estate Planning, CPA, High Net Worth..., Partnership Taxation, Tax Research, Tax Preparation, Income Tax, Accounting, Corporate Tax, Tax Accounting, Risk Management, Tax Returns
Education
University of Arkansas 1993 — 1997
BSBA, Accounting
Bentonville High School
Greg Trainor, CIMA®'s Creative Planning Inc. Experience December 2014 - Present
Job Investment Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. December 2014 - Present
JPMorgan Chase & Co. October 2010 - December 2014
Skills
Leadership, Management, Risk Management, Financial Analysis, Strategic Partnerships, Finance, Investments, Strategic Planning, Negotiation, Marketing, Asset Managment, Sales, Executive Management, Microsoft Excel, Product Management, Asset Management, Microsoft Office, Business Development, Data Analysis, Customer Service, Vendor Management, Retirement, Portfolio Management, Team Leadership, Public Speaking, Banking, Team Building
Education
Certified Investment Management Analyst Program - CIMA 2014 — 2014
University of Kansas - Graduate School of Business 1991 — 1993
MBA, Business
Creative Planning Inc. December 2014 - Present
JPMorgan Chase & Co. October 2010 - December 2014
Skills
Leadership, Management, Risk Management, Financial Analysis, Strategic Partnerships, Finance, Investments, Strategic Planning, Negotiation, Marketing, Asset Managment, Sales, Executive Management, Microsoft Excel, Product Management, Asset Management, Microsoft Office, Business Development, Data Analysis, Customer Service, Vendor Management, Retirement, Portfolio Management, Team Leadership, Public Speaking, Banking, Team Building
Education
Certified Investment Management Analyst Program - CIMA 2014 — 2014
University of Kansas - Graduate School of Business 1991 — 1993
MBA, Business
Jay Beebe, CFP® Jay Beebe, CFP®'s Creative Planning Inc. Experience July 2013 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2013 - Present
Boyer & Corporon Wealth Management LLC September 2007 - July 2013
Skills
Wealth Management, Estate Planning, Financial Advisory, Financial Planners, Investment Management, Investments, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Asset Allocation, Retirement, Finance, Financial Analysis, Mutual Funds, Financial Planning, Investment Advisory
Education
University of Missouri-Kansas City 2009 — 2012
Master of Science (MS), Accounting
Oklahoma State University 2001 — 2005
BS, Finance
Creative Planning Inc. July 2013 - Present
Boyer & Corporon Wealth Management LLC September 2007 - July 2013
Skills
Wealth Management, Estate Planning, Financial Advisory, Financial Planners, Investment Management, Investments, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Asset Allocation, Retirement, Finance, Financial Analysis, Mutual Funds, Financial Planning, Investment Advisory
Education
University of Missouri-Kansas City 2009 — 2012
Master of Science (MS), Accounting
Oklahoma State University 2001 — 2005
BS, Finance
Jason Dowell Jason Dowell's Creative Planning Inc. Experience January 2015 - Present
Job Tax Associate at Creative Planning
Industry Accounting
Experience
Creative Planning Inc. January 2015 - Present
State Street January 2013 - December 2013
US Army January 2003 - March 2011
Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
University of Missouri - Kansas City 2014 — 2015
Master's Degree, Accounting
Missouri Western State University 2011 — 2013
Bachelor's of Science in Business Administration, Accounting
Creative Planning Inc. January 2015 - Present
State Street January 2013 - December 2013
US Army January 2003 - March 2011
Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Microsoft Excel
Education
University of Missouri - Kansas City 2014 — 2015
Master's Degree, Accounting
Missouri Western State University 2011 — 2013
Bachelor's of Science in Business Administration, Accounting
John Simonson, CFP®'s Creative Planning Inc. Experience July 2014 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. July 2014 - Present
Fidelity Investments March 2008 - July 2014
Skills
Wealth, Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Equities, Wealth Management..., Financial Planners, Plannning, Series 7, Series 63, Retirement, Investments, Financial Services, Portfolio Management, Securities, Fixed Income, Relationship Management, 401k, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, FINRA, Uniform Combined State..., Insurance, Financial Planning
Education
Kansas State University
Creative Planning, Inc. July 2014 - Present
Fidelity Investments March 2008 - July 2014
Skills
Wealth, Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Equities, Wealth Management..., Financial Planners, Plannning, Series 7, Series 63, Retirement, Investments, Financial Services, Portfolio Management, Securities, Fixed Income, Relationship Management, 401k, Investment Advisory, Asset Management, Investment Strategies, Alternative Investments, FINRA, Uniform Combined State..., Insurance, Financial Planning
Education
Kansas State University
Sean Lamb CFP® Sean Lamb CFP®'s Creative Planning Inc. Experience March 2014 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. March 2014 - Present
Charles Schwab April 2011 - March 2014
Charles Schwab July 2009 - April 2011
Skills
Wealth Management, Finance, Mutual Funds, Strategic Financial..., Investment Management, Wealth Management..., Retirement Planning, Financial Planning, Asset Allocation, Series 7, Wealth, Investment Advisory
Education
Towson University 1997 — 2000
Bachelor of Business Administration (BBA), Marketing
University Of Georgia
CFP®
Creative Planning, Inc. March 2014 - Present
Charles Schwab April 2011 - March 2014
Charles Schwab July 2009 - April 2011
Skills
Wealth Management, Finance, Mutual Funds, Strategic Financial..., Investment Management, Wealth Management..., Retirement Planning, Financial Planning, Asset Allocation, Series 7, Wealth, Investment Advisory
Education
Towson University 1997 — 2000
Bachelor of Business Administration (BBA), Marketing
University Of Georgia
CFP®
Alexander Leu's Creative Planning Inc. Experience October 2013 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2013 - Present
New England Financial February 2009 - September 2013
Skills
Investment Management, Wealth Management, Wealth, Strategic Financial..., Wealth Management..., Retirement Planning, Asset Allocation, Financial Planning, Investment Advisory, Series 7, Retirement
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Communications & Finance Minor
Creative Planning Inc. October 2013 - Present
New England Financial February 2009 - September 2013
Skills
Investment Management, Wealth Management, Wealth, Strategic Financial..., Wealth Management..., Retirement Planning, Asset Allocation, Financial Planning, Investment Advisory, Series 7, Retirement
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Communications & Finance Minor
Chris Stegall's Creative Planning Inc. Experience March 2008 - December 2011
Job
Industry Information Technology and Services
Experience
Accenture Software July 2015 - Present
Object Technology Solutions Inc. (OTSI) April 2014 - June 2015
se² December 2011 - March 2014
Creative Planning Inc. March 2008 - December 2011
Sprint November 2006 - March 2008
Sprint 1999 - 2006
Jack Stack Barbecue 1996 - 1999
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Management
University of Missouri-Columbia 1985 — 1990
Bachelor of Arts, Political Science
Rockhurst High School 1982 — 1985
High School
Accenture Software July 2015 - Present
Object Technology Solutions Inc. (OTSI) April 2014 - June 2015
se² December 2011 - March 2014
Creative Planning Inc. March 2008 - December 2011
Sprint November 2006 - March 2008
Sprint 1999 - 2006
Jack Stack Barbecue 1996 - 1999
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Management
University of Missouri-Columbia 1985 — 1990
Bachelor of Arts, Political Science
Rockhurst High School 1982 — 1985
High School
Josh Mietelski, MBA Josh Mietelski, MBA's Creative Planning Inc. Experience February 2012 - August 2012
Job Workplace Financial Consultant
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Creative Planning Inc. February 2012 - August 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments November 2003 - January 2007
Fidelity Investments September 1999 - November 2003
Skills
Wealth Management, Investment Management, Charities, Business, Strategic Financial..., Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Investments, Series 63, Asset Managment, Estate Planning, Investment Strategies, Pensions, 401k, Insurance, Employee Benefits, Retirement, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Executive Management
Southern Connecticut State University 1995 — 1999
BS, Sociology/Criminology
Fidelity Investments July 2012 - Present
Creative Planning Inc. February 2012 - August 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments November 2003 - January 2007
Fidelity Investments September 1999 - November 2003
Skills
Wealth Management, Investment Management, Charities, Business, Strategic Financial..., Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Investments, Series 63, Asset Managment, Estate Planning, Investment Strategies, Pensions, 401k, Insurance, Employee Benefits, Retirement, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Executive Management
Southern Connecticut State University 1995 — 1999
BS, Sociology/Criminology
Jessica Culpepper Jessica Culpepper's Creative Planning Inc. Experience October 2009 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2009 - Present
Retirement Plus May 2007 - October 2009
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Finance
Missouri State University 2002 — 2006
Bachelor of Science, Accounting
Certified Financial Planner
CFP
Certified Public Accountant
CPA
Creative Planning Inc. October 2009 - Present
Retirement Plus May 2007 - October 2009
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Finance
Missouri State University 2002 — 2006
Bachelor of Science, Accounting
Certified Financial Planner
CFP
Certified Public Accountant
CPA
Randy Hallier Randy Hallier's Creative Planning Inc. Experience October 2009 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2009 - Present
Retirement Plus, Inc 1993 - 2009
Skills
Business, Wealth Management..., Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Retirement Planning, Wealth, Financial Planning, Asset Allocation, Investments, Retirement Plan..., Series 7, Estate Planning, Investment Management, Investment Strategies, Mutual Funds, Financial Planners, Portfolio Management
Education
University of Missouri-Kansas City
Creative Planning Inc. October 2009 - Present
Retirement Plus, Inc 1993 - 2009
Skills
Business, Wealth Management..., Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Retirement Planning, Wealth, Financial Planning, Asset Allocation, Investments, Retirement Plan..., Series 7, Estate Planning, Investment Management, Investment Strategies, Mutual Funds, Financial Planners, Portfolio Management
Education
University of Missouri-Kansas City
Don Recker Don Recker's Creative Planning Inc. Experience March 2008 - Present
Job Key Account Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2008 - Present
CIGNA Retirement & Investment Services July 1995 - November 2002
Skills
Wealth Management, 401k, Series 63, Business Strategy, Mutual Funds, Financial Planning, Financial Planners, Retirement Planning, Strategic Financial..., Investment Management, Pensions, Series 7, Retirement, Investment Advisory
Education
University of Northern Iowa 1987 — 1991
BA, Marketing & Finance
Creative Planning Inc. March 2008 - Present
CIGNA Retirement & Investment Services July 1995 - November 2002
Skills
Wealth Management, 401k, Series 63, Business Strategy, Mutual Funds, Financial Planning, Financial Planners, Retirement Planning, Strategic Financial..., Investment Management, Pensions, Series 7, Retirement, Investment Advisory
Education
University of Northern Iowa 1987 — 1991
BA, Marketing & Finance
James DeWitt's Creative Planning Inc. Experience January 2007 - Present
Job Senior Investment Manager / Chief Compliance Officer at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. January 2007 - Present
KC CAN! May 2008 - Present
20/20 Leadership July 2007 - July 2013
Skills
Wealth Management
Education
Rockhurst University 2007 — 2008
MBA, Finance
Rockhurst University 2004 — 2007
BSBA, Finance/Economics
Creative Planning Inc. January 2007 - Present
KC CAN! May 2008 - Present
20/20 Leadership July 2007 - July 2013
Skills
Wealth Management
Education
Rockhurst University 2007 — 2008
MBA, Finance
Rockhurst University 2004 — 2007
BSBA, Finance/Economics
Tim Sutton, CFP® Tim Sutton, CFP®'s Creative Planning Inc. Experience February 2011 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Investment Management
Experience
Creative Planning Inc. February 2011 - Present
Charles Schwab September 2000 - February 2011
Skills
Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investment Management, Series 63, Asset Allocation, Mutual Funds, Estate Planning, Retirement Planning, Asset Managment, Retirement Plan..., Investment Strategies, Uniform Combined State..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Finance
Creative Planning Inc. February 2011 - Present
Charles Schwab September 2000 - February 2011
Skills
Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investment Management, Series 63, Asset Allocation, Mutual Funds, Estate Planning, Retirement Planning, Asset Managment, Retirement Plan..., Investment Strategies, Uniform Combined State..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Finance
Jenny Carter's Creative Planning Inc. Experience December 2010 - January 2013
Job Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2013 - June 2015
Creative Planning, Inc. December 2010 - January 2013
McGladrey 2004 - 2010
Grant Thornton LLP January 2000 - May 2004
Skills
Tax, Small Business, Tax Compliance, Trusts, Tax Research, Tax Preparation, Corporate Tax, Tax Accounting, Accounting, Income Tax, CPA, Partnership Taxation
Education
University of Kansas - Graduate School of Business 2000 — 2002
MAIS, Accounting - Emphasis in Taxation
University of Kansas 1996 — 2000
BA, Business
Grant Thornton LLP January 2013 - June 2015
Creative Planning, Inc. December 2010 - January 2013
McGladrey 2004 - 2010
Grant Thornton LLP January 2000 - May 2004
Skills
Tax, Small Business, Tax Compliance, Trusts, Tax Research, Tax Preparation, Corporate Tax, Tax Accounting, Accounting, Income Tax, CPA, Partnership Taxation
Education
University of Kansas - Graduate School of Business 2000 — 2002
MAIS, Accounting - Emphasis in Taxation
University of Kansas 1996 — 2000
BA, Business
Rick Foytek, CFA Rick Foytek, CFA's Creative Planning Inc. Experience March 2013 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Investment Management
Experience
Creative Planning Inc. March 2013 - Present
Bloom Asset Management, Inc. August 2008 - March 2013
Skills
Wealth Management, Asset Allocation, Portfolio Management, Business Development, Radio, Investment Management, Investments, Investment Strategies, Asset Managment, Mutual Funds, Strategic Financial..., Alternative Investments, Investment Advisory, Financial Analysis, Retirement Planning, Due Diligence, Financial Advisory, Financial Services, Finance, Banking, Asset Management, Series 7, Financial Planners, Wealth, Financial Markets, Financial Planning
Education
Michigan State University - The Eli Broad College of Business 2002 — 2003
MBA, Business
Walsh College 1993 — 1995
BBA, Finance
Creative Planning Inc. March 2013 - Present
Bloom Asset Management, Inc. August 2008 - March 2013
Skills
Wealth Management, Asset Allocation, Portfolio Management, Business Development, Radio, Investment Management, Investments, Investment Strategies, Asset Managment, Mutual Funds, Strategic Financial..., Alternative Investments, Investment Advisory, Financial Analysis, Retirement Planning, Due Diligence, Financial Advisory, Financial Services, Finance, Banking, Asset Management, Series 7, Financial Planners, Wealth, Financial Markets, Financial Planning
Education
Michigan State University - The Eli Broad College of Business 2002 — 2003
MBA, Business
Walsh College 1993 — 1995
BBA, Finance
Nicholas J. Karabas, JD Nicholas J. Karabas, JD's Creative Planning Inc. Experience March 2011 - Present
Job Wealth Manager at Creative Planning
Industry Financial Services
Experience
Creative Planning Inc. March 2011 - Present
Skills
Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Investment Management, Financial Advisory, Financial Planners, Investments, Life Insurance, Mergers & Acquisitions, Risk Management, Estate Planning, Due Diligence, Disability Insurance, Wealth, Financial Planning, Financial Analysis, Leadership, Finance
Education
Saint Louis University School of Law 1994 — 1997
JD, Law
University of Missouri-Saint Louis 1990 — 1994
B.S.B.A, Accounting
Christian Brothers College High School 1986 — 1990
Creative Planning Inc. March 2011 - Present
Skills
Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Investment Management, Financial Advisory, Financial Planners, Investments, Life Insurance, Mergers & Acquisitions, Risk Management, Estate Planning, Due Diligence, Disability Insurance, Wealth, Financial Planning, Financial Analysis, Leadership, Finance
Education
Saint Louis University School of Law 1994 — 1997
JD, Law
University of Missouri-Saint Louis 1990 — 1994
B.S.B.A, Accounting
Christian Brothers College High School 1986 — 1990
Dan Donegan's Creative Planning Inc. Experience June 2015 - Present
Job Education Consultant at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
EMPOWER Retirement February 2007 - May 2015
Skills
Portfolio Management, ALM, Financial Regulation, Securities, Pensions, Loans, Analysis, Fixed Income, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Asset Managment, Financial Analysis, Strategic Financial..., Series 7, Series 63, Series 65, Series 24, Financial Advisory, Bonds, Financial Services, 401k, Asset Management
Education
The University of Kansas 1987 — 1991
Bachelor of Science, Business Administration
Rockhurst High School 1984 — 1987
Creative Planning Inc. June 2015 - Present
EMPOWER Retirement February 2007 - May 2015
Skills
Portfolio Management, ALM, Financial Regulation, Securities, Pensions, Loans, Analysis, Fixed Income, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Asset Managment, Financial Analysis, Strategic Financial..., Series 7, Series 63, Series 65, Series 24, Financial Advisory, Bonds, Financial Services, 401k, Asset Management
Education
The University of Kansas 1987 — 1991
Bachelor of Science, Business Administration
Rockhurst High School 1984 — 1987
Ethan Maiden Ethan Maiden's Creative Planning Inc. Experience January 2015 - April 2015
Job Student Teaching Assistant at UMKC
Industry Accounting
Experience
UMKC August 2015 - Present
Creative Planning Inc. January 2015 - April 2015
State Street August 2014 - January 2015
Skills
Microsoft Excel, Financial Accounting, Account Reconciliation, Management, Auditing, Data Analysis
Education
University of Missouri-Kansas City
Bachelor of Science in Accounting (B.S.A.), Senior
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance Emphasis
UMKC August 2015 - Present
Creative Planning Inc. January 2015 - April 2015
State Street August 2014 - January 2015
Skills
Microsoft Excel, Financial Accounting, Account Reconciliation, Management, Auditing, Data Analysis
Education
University of Missouri-Kansas City
Bachelor of Science in Accounting (B.S.A.), Senior
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance Emphasis
Elizabeth Tilghman McFadden, CFP®'s Creative Planning Inc. Experience October 2012 - February 2014
Job CERTIFIED FINANCIAL PLANNER™ and State of Tennessee Supreme Court Rule 31 Listed Mediator
Industry Financial Services
Experience
Elizabeth McFadden Divorce Planning February 2009 - Present
Creative Planning Inc. October 2012 - February 2014
Lifetime Planning, Inc. February 2009 - October 2010
Kelman-Lazarov, Inc. October 2006 - February 2009
First Tennessee Bank July 2000 - July 2005
Skills
Wealth Management, Investment Strategies, Retirement Planning, Business, Investment Advisory, Certified Financial..., Strategic Financial..., Financial Planners, Wealth, Financial Advisory, Estate Planning, Wealth Management..., Investment Management, Retirement, Insurance, Asset Allocation, Investments, Financial Planning, Finance
Education
Metropolitan State University of Denver 2001 — 2002
Certified Financial PlannerTM pre-requisite coursework, Financial Planning
Rhodes College 1993 — 1997
Bachelor’s Degree, Psychology
State of Tennessee Supreme Court Rule 31 Listed Mediator
Faciliative Divorce Mediation
Elizabeth McFadden Divorce Planning February 2009 - Present
Creative Planning Inc. October 2012 - February 2014
Lifetime Planning, Inc. February 2009 - October 2010
Kelman-Lazarov, Inc. October 2006 - February 2009
First Tennessee Bank July 2000 - July 2005
Skills
Wealth Management, Investment Strategies, Retirement Planning, Business, Investment Advisory, Certified Financial..., Strategic Financial..., Financial Planners, Wealth, Financial Advisory, Estate Planning, Wealth Management..., Investment Management, Retirement, Insurance, Asset Allocation, Investments, Financial Planning, Finance
Education
Metropolitan State University of Denver 2001 — 2002
Certified Financial PlannerTM pre-requisite coursework, Financial Planning
Rhodes College 1993 — 1997
Bachelor’s Degree, Psychology
State of Tennessee Supreme Court Rule 31 Listed Mediator
Faciliative Divorce Mediation
Brant Keller, CFP Brant Keller, CFP's Creative Planning Inc. Experience April 2011 - October 2013
Job Sales Associate at MVP REALTY®
Industry Real Estate
Experience
ProWealth Advisors, LLC August 2015 - Present
MVP REALTY® August 2015 - Present
Two Forks & A Spoon March 2014 - Present
Creative Planning Inc. April 2011 - October 2013
Coastal Angler Magazine January 2009 - April 2011
American Capital Wealth Managers LLC August 2004 - April 2011
FAC Wealth Management August 2004 - December 2010
MONY Securities Corporation January 1990 - August 2004
Diversified Health Services March 1985 - January 1990
Skills
Computer Proficiency, Sales Management, Sales Operations, Direct Sales, Marketing, Marketing Strategy, Team Management, Microsoft Office, Sales, Management, Strategic Planning, New Business Development, Customer Service, Negotiation, Start-ups, Team Building, Social Media, Business Development, Finance, Portfolio Management, Wealth Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
AIF, Finance, General
College for Financial Planning 1992 — 1994
CFP, Finance, General
University of South Florida 1980 — 1984
Bachelor's degree
ProWealth Advisors, LLC August 2015 - Present
MVP REALTY® August 2015 - Present
Two Forks & A Spoon March 2014 - Present
Creative Planning Inc. April 2011 - October 2013
Coastal Angler Magazine January 2009 - April 2011
American Capital Wealth Managers LLC August 2004 - April 2011
FAC Wealth Management August 2004 - December 2010
MONY Securities Corporation January 1990 - August 2004
Diversified Health Services March 1985 - January 1990
Skills
Computer Proficiency, Sales Management, Sales Operations, Direct Sales, Marketing, Marketing Strategy, Team Management, Microsoft Office, Sales, Management, Strategic Planning, New Business Development, Customer Service, Negotiation, Start-ups, Team Building, Social Media, Business Development, Finance, Portfolio Management, Wealth Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
AIF, Finance, General
College for Financial Planning 1992 — 1994
CFP, Finance, General
University of South Florida 1980 — 1984
Bachelor's degree
Daniel Evan Davis, CFP®'s Creative Planning Inc. Experience September 2013 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Investment Management
Experience
Creative Planning, Inc. September 2013 - Present
Capital Guardian Wealth Management, LLC January 2011 - September 2013
Skills
Mutual Funds, Estate Planning, Retirement Planning, Real Estate, Portfolio Management, Equities, Asset Management, Small Business, Wealth Management, Investments, Financial Planning, Alternative Investments, Banking, Asset Allocation, Equity Research, 401k, Business Brokerage
Education
Stetson University 1995 — 1998
Bachelors, Finance/Investments
Creative Planning, Inc. September 2013 - Present
Capital Guardian Wealth Management, LLC January 2011 - September 2013
Skills
Mutual Funds, Estate Planning, Retirement Planning, Real Estate, Portfolio Management, Equities, Asset Management, Small Business, Wealth Management, Investments, Financial Planning, Alternative Investments, Banking, Asset Allocation, Equity Research, 401k, Business Brokerage
Education
Stetson University 1995 — 1998
Bachelors, Finance/Investments
Mike Batista, CFP® Mike Batista, CFP®'s Creative Planning Inc. Experience June 2015 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. June 2015 - Present
Fidelity Investments March 2005 - June 2015
Skills
Investments, Mutual Funds, Sales, Series 7, Leadership, Management, Finance, Wealth Management, Series 63, Retirement Planning, Series 65, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Management, Retirement, Sales Management, Strategic Financial..., Wealth, Marketing Strategy
Education
University of California, San Diego 1992 — 1996
Bachelor of Arts (B.A.), Economics
Creative Planning Inc. June 2015 - Present
Fidelity Investments March 2005 - June 2015
Skills
Investments, Mutual Funds, Sales, Series 7, Leadership, Management, Finance, Wealth Management, Series 63, Retirement Planning, Series 65, Asset Allocation, Estate Planning, Financial Planning, Investment Advisory, Investment Management, Retirement, Sales Management, Strategic Financial..., Wealth, Marketing Strategy
Education
University of California, San Diego 1992 — 1996
Bachelor of Arts (B.A.), Economics
Sean R. Smith's Creative Planning Inc. Experience March 2014 - Present
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2014 - Present
The Hartford August 2007 - March 2014
Skills
Insurance, Risk Management, Underwriting, Disability Insurance, Employee Benefits, Process Improvement, Business Analysis, Account Management, Microsoft Excel, Analysis, Leadership, Software Documentation, Program Management, Change Management, Management, Sales, Salesforce.com, Team Building, Training, Strategy, Relationship Management, CRM, Financial Services, Outlook, Data Analysis, Wealth Management, Investment Management
Education
Boston University
BA
Creative Planning Inc. March 2014 - Present
The Hartford August 2007 - March 2014
Skills
Insurance, Risk Management, Underwriting, Disability Insurance, Employee Benefits, Process Improvement, Business Analysis, Account Management, Microsoft Excel, Analysis, Leadership, Software Documentation, Program Management, Change Management, Management, Sales, Salesforce.com, Team Building, Training, Strategy, Relationship Management, CRM, Financial Services, Outlook, Data Analysis, Wealth Management, Investment Management
Education
Boston University
BA
Ryan Folster Ryan Folster's Creative Planning Inc. Experience July 2014 - Present
Job Wealth Manager, Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments April 2011 - July 2014
Fidelity Investments April 2008 - April 2011
Fidelity Investments April 2005 - April 2008
Fidelity Investments October 1999 - April 2005
Skills
Series 63, Mutual Funds, Series 7, Retirement, Retirement Planning, Asset Allocation, 401k, Financial Services, Securities, Investments, Wealth Management, Series 65, Alternative Investments, Investment Advisory, ETFs, Fixed Annuities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., IRAs, Financial Planning
Education
Westminster College
University of Phoenix
Bachelor of Science (BS)
Creative Planning Inc. July 2014 - Present
Fidelity Investments April 2011 - July 2014
Fidelity Investments April 2008 - April 2011
Fidelity Investments April 2005 - April 2008
Fidelity Investments October 1999 - April 2005
Skills
Series 63, Mutual Funds, Series 7, Retirement, Retirement Planning, Asset Allocation, 401k, Financial Services, Securities, Investments, Wealth Management, Series 65, Alternative Investments, Investment Advisory, ETFs, Fixed Annuities, Investment Strategies, Asset Management, Portfolio Management, Strategic Financial..., IRAs, Financial Planning
Education
Westminster College
University of Phoenix
Bachelor of Science (BS)
Garrett Page's Creative Planning Inc. Experience January 2014 - May 2015
Job Cerner
Industry Information Technology and Services
Experience
Cerner Corporation August 2015 - Present
Army National Guard October 2011 - Present
Creative Planning Inc. January 2014 - May 2015
Boston Financial Data Services April 2012 - December 2013
Skills
Opperations/ Data..., Client Services, Investment Management, Strategic Financial..., Wealth Management, Mutual Funds, Wealth Management..., Financial Planning, Financial Services, Investments, Investment Advisory, Asset Allocation
Education
The University of Kansas 2008 — 2013
Bachelor's of General Studies, Major History, Minor Latin American Studies
Rockhurst High School 2004 — 2008
Cerner Corporation August 2015 - Present
Army National Guard October 2011 - Present
Creative Planning Inc. January 2014 - May 2015
Boston Financial Data Services April 2012 - December 2013
Skills
Opperations/ Data..., Client Services, Investment Management, Strategic Financial..., Wealth Management, Mutual Funds, Wealth Management..., Financial Planning, Financial Services, Investments, Investment Advisory, Asset Allocation
Education
The University of Kansas 2008 — 2013
Bachelor's of General Studies, Major History, Minor Latin American Studies
Rockhurst High School 2004 — 2008
Elizabeth (Elizabeth Dale) Burt Elizabeth (Elizabeth Dale) Burt's Creative Planning Inc. Experience January 2015 - April 2015
Job Tax Intern at Creative Planning Inc.
Industry Accounting
Experience
Creative Planning Inc. January 2015 - April 2015
Kansas City, Kansas Public Schools August 2010 - May 2012
Kansas City, Kansas Public Schools August 2006 - May 2010
Skills
Public Speaking, Microsoft Office, Teaching, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of Missouri-Kansas City 2013 — 2016
Bachelor's Degree, Accounting
Pittsburg State University 2002 — 2006
Bachelor of Science in Education, Communication Education
Creative Planning Inc. January 2015 - April 2015
Kansas City, Kansas Public Schools August 2010 - May 2012
Kansas City, Kansas Public Schools August 2006 - May 2010
Skills
Public Speaking, Microsoft Office, Teaching, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of Missouri-Kansas City 2013 — 2016
Bachelor's Degree, Accounting
Pittsburg State University 2002 — 2006
Bachelor of Science in Education, Communication Education
Molly Rothove Molly Rothove's Creative Planning Inc. Experience July 2003 - Present
Job Wealth Manager at Creative Planning, Inc
Industry Financial Services
Experience
Creative Planning, Inc July 2003 - Present
Education
University of Kansas - Graduate School of Business 2005 — 2008
MBA
Rockhurst University 2000 — 2003
B.A., Economics
Certified Financial Planner
CFP
Creative Planning, Inc July 2003 - Present
Education
University of Kansas - Graduate School of Business 2005 — 2008
MBA
Rockhurst University 2000 — 2003
B.A., Economics
Certified Financial Planner
CFP
Zach Coombs's Creative Planning Inc. Experience January 2013 - April 2014
Job Risk Analyst at Endure Energy
Industry Oil & Energy
Experience
Endure Energy April 2014 - Present
Creative Planning Inc. January 2013 - April 2014
Kansas City Area Development Council January 2013 - May 2013
UMKC August 2012 - December 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Critical Thinking, Expense Reports, SAP, Microsoft Excel, Microsoft Office, Microsoft CRM, SAS, Economics
Education
University of Missouri-Kansas City 2012 — 2013
Master of Science (M.S.), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Arts (B.A.), Economics
Endure Energy April 2014 - Present
Creative Planning Inc. January 2013 - April 2014
Kansas City Area Development Council January 2013 - May 2013
UMKC August 2012 - December 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Critical Thinking, Expense Reports, SAP, Microsoft Excel, Microsoft Office, Microsoft CRM, SAS, Economics
Education
University of Missouri-Kansas City 2012 — 2013
Master of Science (M.S.), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Arts (B.A.), Economics
Justin Cole, CFP®'s Creative Planning Inc. Experience July 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
BKD Wealth Advisors June 2008 - July 2014
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning, Management Services
Creative Planning Inc. July 2014 - Present
BKD Wealth Advisors June 2008 - July 2014
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning, Management Services
Dan Mathews, CFP® Dan Mathews, CFP®'s Creative Planning Inc. Experience July 2014 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Stepp & Rothwell, Inc. September 2001 - June 2014
Education
University of Missouri-Kansas City 1993 — 1996
Bachelor of Business Administration
Creative Planning Inc. July 2014 - Present
Stepp & Rothwell, Inc. September 2001 - June 2014
Education
University of Missouri-Kansas City 1993 — 1996
Bachelor of Business Administration
Peter Boyack Peter Boyack's Creative Planning Inc. Experience September 2011 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. September 2011 - Present
American Capital Wealth Managers LLC April 2009 - August 2011
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth Management..., Wealth, Retirement Planning, Investment Advisory, Financial Planners, Investments, Investment Strategies, Retirement, Asset Allocation, Financial Planning, High Net Worth..., Portfolio Management, Mutual Funds
Education
Northeastern University
Creative Planning Inc. September 2011 - Present
American Capital Wealth Managers LLC April 2009 - August 2011
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth Management..., Wealth, Retirement Planning, Investment Advisory, Financial Planners, Investments, Investment Strategies, Retirement, Asset Allocation, Financial Planning, High Net Worth..., Portfolio Management, Mutual Funds
Education
Northeastern University
David L. Britt, MBA's Creative Planning Inc. Experience September 1987 - July 1992
Job Enterprise Infrastructure at GEHA
Industry Health, Wellness and Fitness
Experience
GEHA October 2012 - Present
Heritage Financial Network, LLC June 2010 - Present
Heritage Marketing Concepts, Inc. January 2004 - Present
Heritage Home Team March 2003 - Present
Network Integration Services, Inc. August 2006 - March 2011
Ewing Marion Kauffman Foundation August 1992 - March 2003
Creative Planning Inc. September 1987 - July 1992
Skills
Real Estate Broker, Real Estate Investor, Construction, Residential Mortgages, Financial Services, Insurance, Project Manager, Social Media, Technology Integration, IT Operations, Data Center, Cloud Computing, VMware, Microsoft MCP, Master Certified Novell..., System Administration, MS Project, Microsoft Office, PMI, PMBOK, SDLC, SAS70, HIPPA, Securities, Non-current Registered..., Non-current Certified..., Microsoft Certified..., HIPAA, Marketing, Certified Novell..., Information Technology, Analysis, Software Documentation, Networking, Disaster Recovery, IT Management, Active Directory, Security, Management, Budgets, Business Process..., Change Management, Cisco Technologies, Consulting, Enterprise Architecture, Entrepreneurship, Leadership, Managed Services, Project Management, Servers
Education
Baker University 1992 — 1994
MBA, Business Administration
Evangel University 1978 — 1980
BBA, Business Administration
GEHA October 2012 - Present
Heritage Financial Network, LLC June 2010 - Present
Heritage Marketing Concepts, Inc. January 2004 - Present
Heritage Home Team March 2003 - Present
Network Integration Services, Inc. August 2006 - March 2011
Ewing Marion Kauffman Foundation August 1992 - March 2003
Creative Planning Inc. September 1987 - July 1992
Skills
Real Estate Broker, Real Estate Investor, Construction, Residential Mortgages, Financial Services, Insurance, Project Manager, Social Media, Technology Integration, IT Operations, Data Center, Cloud Computing, VMware, Microsoft MCP, Master Certified Novell..., System Administration, MS Project, Microsoft Office, PMI, PMBOK, SDLC, SAS70, HIPPA, Securities, Non-current Registered..., Non-current Certified..., Microsoft Certified..., HIPAA, Marketing, Certified Novell..., Information Technology, Analysis, Software Documentation, Networking, Disaster Recovery, IT Management, Active Directory, Security, Management, Budgets, Business Process..., Change Management, Cisco Technologies, Consulting, Enterprise Architecture, Entrepreneurship, Leadership, Managed Services, Project Management, Servers
Education
Baker University 1992 — 1994
MBA, Business Administration
Evangel University 1978 — 1980
BBA, Business Administration
Chris Kelliher, MBA, CFP® Chris Kelliher, MBA, CFP®'s Creative Planning Inc. Experience June 2013 - Present
Job Wealth Manager at Creative Planning
Industry Financial Services
Experience
Creative Planning Inc. June 2013 - Present
Fidelity Investments August 2002 - June 2013
Skills
Account Management, New Business Development, Sales Management, Solution Selling, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Insurance, Series 63, Financial Services, Mutual Funds, Retirement, Series 7, Wealth Management..., Wealth
Education
Southern New Hampshire University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Plymouth State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Trinity High School 1994 — 1998
Creative Planning Inc. June 2013 - Present
Fidelity Investments August 2002 - June 2013
Skills
Account Management, New Business Development, Sales Management, Solution Selling, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Insurance, Series 63, Financial Services, Mutual Funds, Retirement, Series 7, Wealth Management..., Wealth
Education
Southern New Hampshire University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Plymouth State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Trinity High School 1994 — 1998
David Hokanson's Creative Planning Inc. Experience February 2012 - July 2013
Job Board Member at YMCA Foundation Board
Industry Financial Services
Experience
YMCA Foundation Board January 2012 - Present
Carondlet Health 2011 - Present
Vistage International February 1998 - Present
Family Wealth Counselors LLC February 1995 - Present
Family Wealth Counselors LLC January 1995 - Present
Creative Planning, Inc. February 2012 - July 2013
Creative Planning Inc. January 1982 - January 2004
Skills
Wealth Management, Tas Recuctons Stratagies, Charitable Estate..., Financial Planners, Investment Management, Estate Planning, Wealth Management..., Executive Coaching, Tax, Small Business, High Net Worth..., Business Development, Retirement Planning, Retirement, Investment Advisory, Charitable Gift Planning, Financial Advisory, Executive Development
Education
Bryn Mawr College 1981 — 1983
Master's degree, Finance
University of Kansas 1967 — 1969
Bachelor of Science (BS), Industrial Management
YMCA Foundation Board January 2012 - Present
Carondlet Health 2011 - Present
Vistage International February 1998 - Present
Family Wealth Counselors LLC February 1995 - Present
Family Wealth Counselors LLC January 1995 - Present
Creative Planning, Inc. February 2012 - July 2013
Creative Planning Inc. January 1982 - January 2004
Skills
Wealth Management, Tas Recuctons Stratagies, Charitable Estate..., Financial Planners, Investment Management, Estate Planning, Wealth Management..., Executive Coaching, Tax, Small Business, High Net Worth..., Business Development, Retirement Planning, Retirement, Investment Advisory, Charitable Gift Planning, Financial Advisory, Executive Development
Education
Bryn Mawr College 1981 — 1983
Master's degree, Finance
University of Kansas 1967 — 1969
Bachelor of Science (BS), Industrial Management
Benjamin Polich's Creative Planning Inc. Experience December 2013 - Present
Job Senior Investment Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. December 2013 - Present
Creative Planning Inc. November 2011 - December 2013
Prairie Capital Management, LLC January 2007 - November 2011
Education
University of Missouri-Kansas City 2007 — 2009
MBA
University of Missouri-Kansas City 2003 — 2005
Creative Planning Inc. December 2013 - Present
Creative Planning Inc. November 2011 - December 2013
Prairie Capital Management, LLC January 2007 - November 2011
Education
University of Missouri-Kansas City 2007 — 2009
MBA
University of Missouri-Kansas City 2003 — 2005
Corey Holliman, CFP®'s Creative Planning Inc. Experience July 2014 - Present
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
AXA Advisors December 2012 - June 2014
Skills
Personal Finance, Financial Planners, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Asset Allocation, Investments, Asset Managment, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning
Education
Texas Tech University 2001 — 2008
B.S. Math, M.S. Personal Financial Planning, MBA
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Creative Planning Inc. July 2014 - Present
AXA Advisors December 2012 - June 2014
Skills
Personal Finance, Financial Planners, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Asset Allocation, Investments, Asset Managment, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Estate Planning
Education
Texas Tech University 2001 — 2008
B.S. Math, M.S. Personal Financial Planning, MBA
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Kurt Commerford's Creative Planning Inc. Experience May 2015 - Present
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. May 2015 - Present
Stepp & Rothwell, Inc. July 2004 - March 2015
American Century Investments 1996 - 1997
Education
Rockhurst University 1993 — 1996
MBA
Kansas State University 1987 — 1991
Salina South 1983 — 1987
Creative Planning, Inc. May 2015 - Present
Stepp & Rothwell, Inc. July 2004 - March 2015
American Century Investments 1996 - 1997
Education
Rockhurst University 1993 — 1996
MBA
Kansas State University 1987 — 1991
Salina South 1983 — 1987
Erica Ware's Creative Planning Inc. Experience May 2013 - May 2013
Job Streffco Consultant/Auditor I at Sprint
Industry Accounting
Experience
Sprint June 2013 - Present
Creative Planning Inc. May 2013 - May 2013
United BioSource Corporation October 2012 - April 2013
M.A. Associates September 2011 - April 2012
DST Output December 2010 - September 2011
Black & Veatch February 2010 - August 2010
Sprint March 2009 - July 2009
Layne Christensen January 2008 - July 2008
Skills
Financial Reporting, Accounting, Forecasting, Auditing, Accounts Payable, Account Reconciliation, General Ledger
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
University of Missouri-Kansas City 2000 — 2002
BS, Accounting
Sprint June 2013 - Present
Creative Planning Inc. May 2013 - May 2013
United BioSource Corporation October 2012 - April 2013
M.A. Associates September 2011 - April 2012
DST Output December 2010 - September 2011
Black & Veatch February 2010 - August 2010
Sprint March 2009 - July 2009
Layne Christensen January 2008 - July 2008
Skills
Financial Reporting, Accounting, Forecasting, Auditing, Accounts Payable, Account Reconciliation, General Ledger
Education
Rockhurst University 2003 — 2004
MBA, Business Administration
University of Missouri-Kansas City 2000 — 2002
BS, Accounting
Bill Bulick's Creative Planning Inc. Experience 1998 - Present
Job Owner, Creative Planning, Inc.
Industry Public Policy
Experience
Creative Planning, Inc. 1998 - Present
Regional Arts and Culture Council 1995 - 1999
Metropolitan Arts Commission 1987 - 1998
Pioneer Courthouse Square 1983 - 1987
World Music Festival 1982 - 1983
Skills
Community Development, Fundraising, Executive Management, Grant Writing, Non-profits, Mac, Program Management, Public Speaking, Arts Administration, Philanthropy, Strategic Communications, Policy, Leadership, Nonprofits, Art, Non-profit..., Strategic Planning, Public Art
Education
Reed College
Creative Planning, Inc. 1998 - Present
Regional Arts and Culture Council 1995 - 1999
Metropolitan Arts Commission 1987 - 1998
Pioneer Courthouse Square 1983 - 1987
World Music Festival 1982 - 1983
Skills
Community Development, Fundraising, Executive Management, Grant Writing, Non-profits, Mac, Program Management, Public Speaking, Arts Administration, Philanthropy, Strategic Communications, Policy, Leadership, Nonprofits, Art, Non-profit..., Strategic Planning, Public Art
Education
Reed College
Andrew Shearer CFP®'s Creative Planning Inc. Experience October 2012 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2012 - Present
Major Financial Company September 2004 - October 2012
Skills
Financial Planners, Strategic Financial..., Wealth, Wealth Management..., Retirement Planning, Retirement, Investment Management, Asset Allocation, Investments, Financial Planning, Mutual Funds, Investment Advisory
Education
Kansas State University 1996 — 1998
BS, Finance, General
Creative Planning Inc. October 2012 - Present
Major Financial Company September 2004 - October 2012
Skills
Financial Planners, Strategic Financial..., Wealth, Wealth Management..., Retirement Planning, Retirement, Investment Management, Asset Allocation, Investments, Financial Planning, Mutual Funds, Investment Advisory
Education
Kansas State University 1996 — 1998
BS, Finance, General
Ken Steeves Jr's Creative Planning Inc. Experience 2012 - Present
Job Wealth Manager at Creative Planning, Inc
Industry Financial Services
Experience
Creative Planning Inc. 2012 - Present
Fidelity Investments 2007 - 2012
Skills
Asset Allocation, Equities, Financial Planners, Financial Services, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business
Creative Planning Inc. 2012 - Present
Fidelity Investments 2007 - 2012
Skills
Asset Allocation, Equities, Financial Planners, Financial Services, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business
Stewart Koesten, ChFC, CFP®, CIMA®'s Creative Planning Inc. Experience August 1988 - November 1996
Job We built our firm around the philosophy "Making Life Count!"
Industry Financial Services
Experience
KHC Wealth Management November 1996 - Present
Creative Planning, Inc. August 1988 - November 1996
Koesten & Company June 1984 - August 1988
Education
The American College 1986 — 1988
MS, Financial Services
Louisiana Tech University 1969 — 1971
BS, Professional Aviation
KHC Wealth Management November 1996 - Present
Creative Planning, Inc. August 1988 - November 1996
Koesten & Company June 1984 - August 1988
Education
The American College 1986 — 1988
MS, Financial Services
Louisiana Tech University 1969 — 1971
BS, Professional Aviation
Henry Conlon's Creative Planning Inc. Experience July 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments October 2011 - July 2014
Skills
Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Investments, Financial Services, Strategic Financial..., Retirement, Portfolio Management, Relationship Management, Investment Advisory, Asset Management, Series 63, Series 7
Education
University College Dublin 1993 — 1997
Bachelor of Arts (BA)
St Mary's College Rathmines 1982 — 1993
Creative Planning Inc. July 2014 - Present
Fidelity Investments October 2011 - July 2014
Skills
Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Investments, Financial Services, Strategic Financial..., Retirement, Portfolio Management, Relationship Management, Investment Advisory, Asset Management, Series 63, Series 7
Education
University College Dublin 1993 — 1997
Bachelor of Arts (BA)
St Mary's College Rathmines 1982 — 1993
Ted Krause's Creative Planning Inc. Experience October 2014 - Present
Job Investment Manager
Industry Financial Services
Experience
Creative Planning Inc. October 2014 - Present
Adams Dairy Bank October 2013 - September 2014
Equity Bank November 2007 - October 2013
Prairie Capital Management September 2006 - November 2007
State Street July 2003 - September 2006
Met-Life Resources September 2001 - January 2003
Education
Rockhurst University 2003 — 2005
MBA, Management
Missouri State University 1999 — 2003
Creative Planning Inc. October 2014 - Present
Adams Dairy Bank October 2013 - September 2014
Equity Bank November 2007 - October 2013
Prairie Capital Management September 2006 - November 2007
State Street July 2003 - September 2006
Met-Life Resources September 2001 - January 2003
Education
Rockhurst University 2003 — 2005
MBA, Management
Missouri State University 1999 — 2003
Ealing Jahn, CFP®'s Creative Planning Inc. Experience February 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments January 2001 - February 2014
Skills
High net worth planning..., Training Skills
Education
University of California, Los Angeles 1994 — 1998
B.S., Civil/Structural Engineering
Creative Planning Inc. February 2014 - Present
Fidelity Investments January 2001 - February 2014
Skills
High net worth planning..., Training Skills
Education
University of California, Los Angeles 1994 — 1998
B.S., Civil/Structural Engineering
Bob Pascuzzi, AIF's Creative Planning Inc. Experience January 2005 - Present
Job Partner, Creative Planning Services
Industry Financial Services
Experience
CREATIVE PLANNING, INC. January 2005 - Present
Education
Briar Cliff University 1982 — 1986
B.A., Business Administration
CREATIVE PLANNING, INC. January 2005 - Present
Education
Briar Cliff University 1982 — 1986
B.A., Business Administration
Jerrod Pearce, CPA's Creative Planning Inc. Experience October 2014 - Present
Job Tax Director at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2014 - Present
Commerce Bank March 2014 - September 2014
Mariner Wealth Advisors May 2011 - February 2014
Marks Nelson Vohland Campbell Radetic LLC January 2009 - May 2011
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters of Science, Accountancy
University of Kansas 2005 — 2009
Bachelor of Science, Accounting
Creative Planning Inc. October 2014 - Present
Commerce Bank March 2014 - September 2014
Mariner Wealth Advisors May 2011 - February 2014
Marks Nelson Vohland Campbell Radetic LLC January 2009 - May 2011
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters of Science, Accountancy
University of Kansas 2005 — 2009
Bachelor of Science, Accounting
Brigid Jones-Mook, CFP®'s Creative Planning Inc. Experience March 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2014 - Present
Acropolis Investment Management, LLC 2007 - February 2014
Skills
Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Financial Modeling, High Net Worth...
Education
Lindenwood University
Bachelor of Arts (BA), Business Administration, Magna Cum Laude
Creative Planning Inc. March 2014 - Present
Acropolis Investment Management, LLC 2007 - February 2014
Skills
Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Financial Modeling, High Net Worth...
Education
Lindenwood University
Bachelor of Arts (BA), Business Administration, Magna Cum Laude
Riley Dunn's Creative Planning Inc. Experience March 2013 - November 2014
Job Trader at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store June 2015 - Present
Creative Planning Inc. March 2013 - November 2014
Skills
Investment Management, Financial Analysis, Wealth Management, Investment Strategies, Insurance, Asset Allocation, Investment Advisory
Education
The University of Kansas 2008 — 2012
The Mutual Fund Store June 2015 - Present
Creative Planning Inc. March 2013 - November 2014
Skills
Investment Management, Financial Analysis, Wealth Management, Investment Strategies, Insurance, Asset Allocation, Investment Advisory
Education
The University of Kansas 2008 — 2012
Lanny Schlemeier's Creative Planning Inc. Experience January 2008 - August 2009
Job Plant General Manager at Cross Manufacturing, Inc.
Industry Mechanical or Industrial Engineering
Experience
Cross Manufacturing, Inc. January 2013 - Present
Science Applications International Corp April 2010 - January 2013
American Century Investments September 2009 - March 2010
Creative Planning, Inc. January 2008 - August 2009
Ameriprise Financial Services, Inc. 2000 - 2008
Barry Wehmiller Design Group, Inc. 1998 - 2000
Emerson Electric - US Motors Division 1995 - 1998
Skills
Process Improvement, Six Sigma, Risk Management, Management, Program Management, Strategy, Quality Assurance, CRM, Customer Service, Operations Management, Sales, Production Planning, Budget Planning, Engineering, Workplace Safety
Education
University of Missouri-Columbia
BS, Mechanical and Aerospace Engineering
Cross Manufacturing, Inc. January 2013 - Present
Science Applications International Corp April 2010 - January 2013
American Century Investments September 2009 - March 2010
Creative Planning, Inc. January 2008 - August 2009
Ameriprise Financial Services, Inc. 2000 - 2008
Barry Wehmiller Design Group, Inc. 1998 - 2000
Emerson Electric - US Motors Division 1995 - 1998
Skills
Process Improvement, Six Sigma, Risk Management, Management, Program Management, Strategy, Quality Assurance, CRM, Customer Service, Operations Management, Sales, Production Planning, Budget Planning, Engineering, Workplace Safety
Education
University of Missouri-Columbia
BS, Mechanical and Aerospace Engineering
Jonathan Knapp's Creative Planning Inc. Experience July 2014 - Present
Job Financial Planner at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Real Life 101, Inc. January 2010 - July 2014
Skills
Microsoft Office, Strategic Planning, Entrepreneurship, Team Leadership, Customer Service, Business Strategy, Start-ups, Social Media Marketing
Education
University of Missouri-Kansas City 2011 — 2014
Master's Degree, Finance, Wealth Management
University of Missouri-Kansas City 2008 — 2011
MBA, Finance
Creative Planning Inc. July 2014 - Present
Real Life 101, Inc. January 2010 - July 2014
Skills
Microsoft Office, Strategic Planning, Entrepreneurship, Team Leadership, Customer Service, Business Strategy, Start-ups, Social Media Marketing
Education
University of Missouri-Kansas City 2011 — 2014
Master's Degree, Finance, Wealth Management
University of Missouri-Kansas City 2008 — 2011
MBA, Finance
Christopher North, CFP®'s Creative Planning Inc. Experience February 2012 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2012 - Present
Fidelity Investments July 2003 - February 2012
Education
Gettysburg College 1990 — 1993
Bachelors, Philosophy Major
CFP®
Creative Planning Inc. February 2012 - Present
Fidelity Investments July 2003 - February 2012
Education
Gettysburg College 1990 — 1993
Bachelors, Philosophy Major
CFP®
Phillip Pizzuti, CFP®'s Creative Planning Inc. Experience March 2013 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2013 - Present
Fidelity Investments March 2008 - February 2013
Education
Eastern Connecticut State University 1999 — 2003
B.A, English
Creative Planning Inc. March 2013 - Present
Fidelity Investments March 2008 - February 2013
Education
Eastern Connecticut State University 1999 — 2003
B.A, English
Justin Vise's Creative Planning Inc. Experience August 2013 - August 2014
Job Tax Director at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2014 - Present
Creative Planning Inc. August 2013 - August 2014
Protection One April 2009 - August 2013
ScriptPro August 2008 - April 2009
KPMG May 2002 - August 2008
Andersen LLP January 2001 - May 2002
Skills
Tax Research, Tax Accounting, Accounting, Corporate Tax, Tax, SEC filings, Income Tax, Sarbanes-Oxley Act, QuickBooks, Financial Accounting, Internal Controls, CPA
Education
The University of Kansas 1996 — 2001
Bachelor, Accounting & Business Administration
Grant Thornton LLP August 2014 - Present
Creative Planning Inc. August 2013 - August 2014
Protection One April 2009 - August 2013
ScriptPro August 2008 - April 2009
KPMG May 2002 - August 2008
Andersen LLP January 2001 - May 2002
Skills
Tax Research, Tax Accounting, Accounting, Corporate Tax, Tax, SEC filings, Income Tax, Sarbanes-Oxley Act, QuickBooks, Financial Accounting, Internal Controls, CPA
Education
The University of Kansas 1996 — 2001
Bachelor, Accounting & Business Administration
Misti Fuson's Creative Planning Inc. Experience November 2014 - Present
Job Financial Planner at Creative Planning
Industry Financial Services
Experience
Creative Planning Inc. November 2014 - Present
TD Ameritrade May 2011 - October 2014
Skills
Series 7, Series 66, Financial Services
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Communications
Creative Planning Inc. November 2014 - Present
TD Ameritrade May 2011 - October 2014
Skills
Series 7, Series 66, Financial Services
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Communications
Kevin Copley, CFP®'s Creative Planning Inc. Experience March 2014 - Present
Job Wealth Manager at Creative Planning Inc
Industry Financial Services
Experience
Creative Planning Inc. March 2014 - Present
J.P. Morgan Securities LLC May 2013 - March 2014
Skills
Series 24, Series 7, Series 63, Certified Financial..., Series 66, Uniform Combined State..., Series 65, Investments, Financial Services, Wealth Management, Retirement Planning, Recruiting, Training, Financial Advisory, Asset Management, Leadership, Investment Management, Wealth, Sales, High Net Worth..., Stocks, Risk Management, Investment Advisory, Mutual Funds, FINRA, Asset Allocation, Portfolio Management, Securities, Strategic Financial..., Retirement, ETFs, 401k, Employee Training, Investment Strategies, IRAs, Relationship Management, Options, Trading, Banking
Education
Michigan State University 2000 — 2004
Finance, Business
Xavier University 2005 — 2006
Certified Financial Planning Course
Creative Planning Inc. March 2014 - Present
J.P. Morgan Securities LLC May 2013 - March 2014
Skills
Series 24, Series 7, Series 63, Certified Financial..., Series 66, Uniform Combined State..., Series 65, Investments, Financial Services, Wealth Management, Retirement Planning, Recruiting, Training, Financial Advisory, Asset Management, Leadership, Investment Management, Wealth, Sales, High Net Worth..., Stocks, Risk Management, Investment Advisory, Mutual Funds, FINRA, Asset Allocation, Portfolio Management, Securities, Strategic Financial..., Retirement, ETFs, 401k, Employee Training, Investment Strategies, IRAs, Relationship Management, Options, Trading, Banking
Education
Michigan State University 2000 — 2004
Finance, Business
Xavier University 2005 — 2006
Certified Financial Planning Course
Martin Dews's Creative Planning Inc. Experience June 2009 - December 2010
Job Director of Advisor Relations at Equity Advisor Solutions, LLC.
Industry Financial Services
Experience
Equity Advisor Solutions, LLC. January 2012 - Present
Martin Dews Consulting May 2011 - December 2011
Creative Planning Inc. June 2009 - December 2010
Financial Resources Consultants, Inc. July 2000 - January 2009
Fiserv Corporation (Fiserv ISS) 1984 - 2000
Education
University of Colorado Boulder 1979 — 1983
Finance, Business, Investments
Equity Advisor Solutions, LLC. January 2012 - Present
Martin Dews Consulting May 2011 - December 2011
Creative Planning Inc. June 2009 - December 2010
Financial Resources Consultants, Inc. July 2000 - January 2009
Fiserv Corporation (Fiserv ISS) 1984 - 2000
Education
University of Colorado Boulder 1979 — 1983
Finance, Business, Investments
Benjamin Hake, CPA's Creative Planning Inc. Experience December 2013 - Present
Job Tax Director at Creative Planning Inc.
Industry Accounting
Experience
Creative Planning Inc. December 2013 - Present
CBIZ MHM, LLC August 2008 - December 2013
Skills
CPA, Financial Accounting, Tax Preparation, Accounting, Tax, Corporate Tax, Not for Profit, Partnership Taxation, State Tax, Microsoft Excel, Tax Advisory
Education
Kansas State University 2007 — 2008
Masters, Accounting
Kansas State University 2003 — 2007
Bachelors, Accounting
Creative Planning Inc. December 2013 - Present
CBIZ MHM, LLC August 2008 - December 2013
Skills
CPA, Financial Accounting, Tax Preparation, Accounting, Tax, Corporate Tax, Not for Profit, Partnership Taxation, State Tax, Microsoft Excel, Tax Advisory
Education
Kansas State University 2007 — 2008
Masters, Accounting
Kansas State University 2003 — 2007
Bachelors, Accounting
Kristen (Murawski) Shope's Creative Planning Inc. Experience 2010 - Present
Job Account Executive at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. 2010 - Present
Financial Benefits of Kansas City 2005 - 2010
FBD Consulting 1998 - 2005
Skills
Insurance, Employee Benefits, 401k, Retirement Planning, Retirement, Life Insurance, Customer Service, Leadership, Business Development, Investments, Asset Allocation
Education
Missouri State University 1994 — 1998
Bachelor of Communications, Public Relations
Missouri State University 1994 — 1998
Bachelor's degree in Communications/Public Relations, Communications/ Public Relations
Creative Planning Inc. 2010 - Present
Financial Benefits of Kansas City 2005 - 2010
FBD Consulting 1998 - 2005
Skills
Insurance, Employee Benefits, 401k, Retirement Planning, Retirement, Life Insurance, Customer Service, Leadership, Business Development, Investments, Asset Allocation
Education
Missouri State University 1994 — 1998
Bachelor of Communications, Public Relations
Missouri State University 1994 — 1998
Bachelor's degree in Communications/Public Relations, Communications/ Public Relations
Richard Cole Harper's Creative Planning Inc. Experience December 2013 - Present
Job Senior Investment Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. December 2013 - Present
Creative Planning Inc. January 2012 - December 2013
Mariner Wealth Advisors June 2010 - February 2012
Skills
Investments, Wealth Management, Financial Planning, Investment Management, Estate Planning, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Asset Management
Education
Kansas State University
Bachelors of Science, Business Administration
Creative Planning Inc. December 2013 - Present
Creative Planning Inc. January 2012 - December 2013
Mariner Wealth Advisors June 2010 - February 2012
Skills
Investments, Wealth Management, Financial Planning, Investment Management, Estate Planning, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Asset Management
Education
Kansas State University
Bachelors of Science, Business Administration
Jeff Albright's Creative Planning Inc. Experience September 2012 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. September 2012 - Present
Burney Company March 2006 - August 2012
TD Waterhouse June 1999 - January 2006
Starmount Forest CC February 1997 - June 1999
Forest Oaks CC May 1994 - February 1997
Skills
Wealth Management, Investment Management, Wealth Management..., Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Planners, Investment Advisory, Retirement Plan..., Wealth, Financial Planning, Financial Advisory, Equities, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Portfolio Management, Financial Markets, Personal Financial..., Fixed Income, Stocks, Separately Managed..., Series 7, Series 63, High Net Worth..., Financial Services, Asset Management, IRAs, 401k Rollovers, ETFs
Education
Guilford College 1990 — 1994
Bachelor of Science, Business Management
Creative Planning Inc. September 2012 - Present
Burney Company March 2006 - August 2012
TD Waterhouse June 1999 - January 2006
Starmount Forest CC February 1997 - June 1999
Forest Oaks CC May 1994 - February 1997
Skills
Wealth Management, Investment Management, Wealth Management..., Retirement Planning, Estate Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Planners, Investment Advisory, Retirement Plan..., Wealth, Financial Planning, Financial Advisory, Equities, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Portfolio Management, Financial Markets, Personal Financial..., Fixed Income, Stocks, Separately Managed..., Series 7, Series 63, High Net Worth..., Financial Services, Asset Management, IRAs, 401k Rollovers, ETFs
Education
Guilford College 1990 — 1994
Bachelor of Science, Business Management
Margaret Hesse's Creative Planning Inc. Experience April 2011 - December 2013
Job Adminstrative Assistant at H&R Block
Industry Health, Wellness and Fitness
Experience
H&R Block October 2014 - Present
Creative Planning Inc. April 2011 - December 2013
Park hill School District June 2010 - December 2013
Carondelet Health May 2011 - December 2012
Skills
Healthcare, Fitness, Health Education, Health Promotion, Wellness, Nutrition, Customer Service, Wellness Coaching
Education
Emporia State University 2000 — 2010
Bachelor of Science, Health Promotion
H&R Block October 2014 - Present
Creative Planning Inc. April 2011 - December 2013
Park hill School District June 2010 - December 2013
Carondelet Health May 2011 - December 2012
Skills
Healthcare, Fitness, Health Education, Health Promotion, Wellness, Nutrition, Customer Service, Wellness Coaching
Education
Emporia State University 2000 — 2010
Bachelor of Science, Health Promotion
Becky Peterson's Creative Planning Inc. Experience March 2015 - Present
Job Operations Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2015 - Present
Kelly Services August 2014 - March 2015
Kelly Services October 2013 - August 2014
Kelly Services September 2012 - October 2013
Kelly Services January 2011 - September 2012
Cascade Financial Advocates September 2009 - June 2010
Express Employment Professionals May 2007 - January 2009
Balls Food Hen House 2006 - 2008
Skills
Workers Compensation, Unemployment Claims, Phone Etiquette, Operations Management, Microsoft Office, SharePoint, Temporary Staffing, Recruiting, Employee Relations, Hiring, Temporary Placement, Applicant Tracking..., Screening, Leadership, Team Building, Customer Service, P&L Management, Expense Allocation, P&L Analysis, Leading Meetings, Interviews, College Recruiting, Sourcing, Talent Acquisition
Education
University of Saint Mary 2006 — 2009
BS, Business Administration
Creative Planning Inc. March 2015 - Present
Kelly Services August 2014 - March 2015
Kelly Services October 2013 - August 2014
Kelly Services September 2012 - October 2013
Kelly Services January 2011 - September 2012
Cascade Financial Advocates September 2009 - June 2010
Express Employment Professionals May 2007 - January 2009
Balls Food Hen House 2006 - 2008
Skills
Workers Compensation, Unemployment Claims, Phone Etiquette, Operations Management, Microsoft Office, SharePoint, Temporary Staffing, Recruiting, Employee Relations, Hiring, Temporary Placement, Applicant Tracking..., Screening, Leadership, Team Building, Customer Service, P&L Management, Expense Allocation, P&L Analysis, Leading Meetings, Interviews, College Recruiting, Sourcing, Talent Acquisition
Education
University of Saint Mary 2006 — 2009
BS, Business Administration
Holly Villasi, CFP®'s Creative Planning Inc. Experience May 2015 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. May 2015 - Present
BlueCreek Investment Partners May 2011 - May 2015
Skills
Retirement Planning, Personal Financial..., Wealth Management..., Life Transitions, Leadership, Educational Seminars, OSJ Manager
Education
University of Missouri-Kansas City
Certificate in Financial Planning
University of Missouri-Kansas City
Bachelor of Music, Piano Performance
Creative Planning Inc. May 2015 - Present
BlueCreek Investment Partners May 2011 - May 2015
Skills
Retirement Planning, Personal Financial..., Wealth Management..., Life Transitions, Leadership, Educational Seminars, OSJ Manager
Education
University of Missouri-Kansas City
Certificate in Financial Planning
University of Missouri-Kansas City
Bachelor of Music, Piano Performance
Jeff Aleshire's Creative Planning Inc. Experience January 2015 - Present
Job Director of Operations at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. January 2015 - Present
Creative Planning Inc. September 2013 - Present
Bank of America February 2012 - September 2013
Via Christi Health (VCH) August 2010 - August 2011
Health Ministries Clinic/Harvey County Health Department June 2009 - August 2009
Dillons Grocery Store May 2003 - August 2007
Education
The University of Kansas
Bachelor of Arts, Finance
The University of Kansas
Master of Business Administration, Health Care Management
Creative Planning Inc. January 2015 - Present
Creative Planning Inc. September 2013 - Present
Bank of America February 2012 - September 2013
Via Christi Health (VCH) August 2010 - August 2011
Health Ministries Clinic/Harvey County Health Department June 2009 - August 2009
Dillons Grocery Store May 2003 - August 2007
Education
The University of Kansas
Bachelor of Arts, Finance
The University of Kansas
Master of Business Administration, Health Care Management
Branden Frazier's Creative Planning Inc. Experience February 2012 - Present
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. February 2012 - Present
Pacific Park Financial, Inc. February 2004 - February 2012
Skills
Retirement Planning, Wealth Management..., Investment Management, Strategic Financial..., Investment Advisory, Estate Planning, Financial Analysis, Wealth Management, Asset Allocation, Financial Planners, Financial Planning, Investment Strategies, Investments, Wealth
Education
University of California, Irvine
Bachelor of Arts (BA), Political Science
University of Phoenix
Master of Business Administration (MBA)
College for Financial Planning
Certified Financial Planner™, CFP®
Creative Planning, Inc. February 2012 - Present
Pacific Park Financial, Inc. February 2004 - February 2012
Skills
Retirement Planning, Wealth Management..., Investment Management, Strategic Financial..., Investment Advisory, Estate Planning, Financial Analysis, Wealth Management, Asset Allocation, Financial Planners, Financial Planning, Investment Strategies, Investments, Wealth
Education
University of California, Irvine
Bachelor of Arts (BA), Political Science
University of Phoenix
Master of Business Administration (MBA)
College for Financial Planning
Certified Financial Planner™, CFP®
Byron Frey, CFP®'s Creative Planning Inc. Experience March 2012 - Present
Job Wealth Manager at Creative Planning, Inc 6097421350
Industry Financial Services
Experience
Creative Planning Inc. March 2012 - Present
Charles Schwab & Co, Inc. October 1999 - March 2012
Education
College for Financial Planning 1998 — 1999
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics
Certified Financial Planner™
CFP®
Creative Planning Inc. March 2012 - Present
Charles Schwab & Co, Inc. October 1999 - March 2012
Education
College for Financial Planning 1998 — 1999
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics
Certified Financial Planner™
CFP®
Tyler Sellers's Creative Planning Inc. Experience June 2013 - August 2013
Job Graduate Student at Emporia State University
Industry Financial Services
Experience
Emporia State University August 2012 - December 2013
Creative Planning Inc. June 2013 - August 2013
First National Bank of Hutchinson May 2012 - August 2012
Security Benefit March 2011 - August 2011
Wells Fargo Advisors June 2009 - August 2009
Skills
Microsoft Office, SAP ERP, Teamwork, Outlook, Financial Analysis, SAP, Finance, Microsoft Excel, Wealth Management, Leadership, Team Building, Continuous Improvement, PowerPoint, Strategic Planning, Valuation, Dependable Team Player, Always Punctual, Enthusiasm to learn, Business Development, Microsoft Word, Research, Analysis, Data Analysis, Portfolio Management, Statistics, SAP Terp10 Certification, Financial Services, ERP Software, Business Strategy, Communication Skills, Economics, SPSS, Critical Thinking
Education
Emporia State University 2012 — 2013
Master of Business Administration (MBA), Enterprise Resource Planning, 4.0/4.0
The University of Kansas 2009 — 2012
Bachelor of Science (BS), Finance, General
Valparaiso University 2008 — 2009
Emporia State University August 2012 - December 2013
Creative Planning Inc. June 2013 - August 2013
First National Bank of Hutchinson May 2012 - August 2012
Security Benefit March 2011 - August 2011
Wells Fargo Advisors June 2009 - August 2009
Skills
Microsoft Office, SAP ERP, Teamwork, Outlook, Financial Analysis, SAP, Finance, Microsoft Excel, Wealth Management, Leadership, Team Building, Continuous Improvement, PowerPoint, Strategic Planning, Valuation, Dependable Team Player, Always Punctual, Enthusiasm to learn, Business Development, Microsoft Word, Research, Analysis, Data Analysis, Portfolio Management, Statistics, SAP Terp10 Certification, Financial Services, ERP Software, Business Strategy, Communication Skills, Economics, SPSS, Critical Thinking
Education
Emporia State University 2012 — 2013
Master of Business Administration (MBA), Enterprise Resource Planning, 4.0/4.0
The University of Kansas 2009 — 2012
Bachelor of Science (BS), Finance, General
Valparaiso University 2008 — 2009
Ali Kavianian, CFP®'s Creative Planning Inc. Experience March 2013 - July 2015
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group August 2015 - Present
Creative Planning Inc. March 2013 - July 2015
TD Ameritrade April 2010 - March 2013
Beaverton City 2013 - 2013
Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement
Education
The American College 2011 — 2012
CFP®
Portland State University 2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision
beaverton
Churchill Management Group August 2015 - Present
Creative Planning Inc. March 2013 - July 2015
TD Ameritrade April 2010 - March 2013
Beaverton City 2013 - 2013
Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement
Education
The American College 2011 — 2012
CFP®
Portland State University 2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision
beaverton
David Shropshire's Creative Planning Inc. Experience December 2014 - Present
Job Investment Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. December 2014 - Present
State Street July 2009 - December 2014
Skills
Financial Analysis, Banking, Bloomberg, Mutual Funds, Investments, Risk Management
Education
Kansas State University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Creative Planning Inc. December 2014 - Present
State Street July 2009 - December 2014
Skills
Financial Analysis, Banking, Bloomberg, Mutual Funds, Investments, Risk Management
Education
Kansas State University 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Jan Milone's Creative Planning Inc. Experience February 2015 - Present
Job Administrative Assistant at CPI
Industry Financial Services
Experience
Creative Planning Inc. February 2015 - Present
Educational Outfitters May 2011 - February 2015
St Patricks Catholic School August 2006 - May 2011
St James Catholic Church March 2004 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Professional, Detail oriented, Organization, Multi Tasking, Takes Initiative, Problem Solving, Customer Satisfaction, Management, Inventory Management, Team Leadership, Interpersonal Skill, Sales, Loss Prevention, Sales Management, Courteous, Communication Skills, Inventory Control, Merchandising, Retail Sales
Education
Ralston High School
University of Nebraska at Omaha
Creative Planning Inc. February 2015 - Present
Educational Outfitters May 2011 - February 2015
St Patricks Catholic School August 2006 - May 2011
St James Catholic Church March 2004 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Professional, Detail oriented, Organization, Multi Tasking, Takes Initiative, Problem Solving, Customer Satisfaction, Management, Inventory Management, Team Leadership, Interpersonal Skill, Sales, Loss Prevention, Sales Management, Courteous, Communication Skills, Inventory Control, Merchandising, Retail Sales
Education
Ralston High School
University of Nebraska at Omaha
Natasha Wyckoff's Creative Planning Inc. Experience July 2014 - Present
Job Operations Manager at Creative Planning
Industry
Experience
Creative Planning Inc. July 2014 - Present
Apprisen October 2006 - July 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Coaching
Education
Baker University 2003 — 2005
Master of Business Administration (MBA), 4.0
Kansas State University 1995 — 2000
Bachelor of Arts (BA), French and Biology, 3.8
Creative Planning Inc. July 2014 - Present
Apprisen October 2006 - July 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Coaching
Education
Baker University 2003 — 2005
Master of Business Administration (MBA), 4.0
Kansas State University 1995 — 2000
Bachelor of Arts (BA), French and Biology, 3.8
John J. Kang, CFP®'s Creative Planning Inc. Experience February 2014 - Present
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2014 - Present
Fidelity Investments September 2003 - January 2014
Education
Excelsior College
Bachelor of Science (B.S.)
Creative Planning Inc. February 2014 - Present
Fidelity Investments September 2003 - January 2014
Education
Excelsior College
Bachelor of Science (B.S.)
Jeff Barnthouse's Creative Planning Inc. Experience November 2013 - Present
Job Financial Planning & Wealth Management
Industry Investment Management
Experience
Creative Planning Inc. November 2013 - Present
NAIA February 2013 - May 2013
University of Maryland May 2012 - August 2012
Legislative Clinic, University of Kansas School of Law February 2012 - May 2012
U.S District Court May 2011 - July 2011
Education
University of Kansas School of Law
Juris Doctor
Helzberg School of Management
Masters of Business Administration
Rockhurst University
Bachelor of Arts, Economics
Creative Planning Inc. November 2013 - Present
NAIA February 2013 - May 2013
University of Maryland May 2012 - August 2012
Legislative Clinic, University of Kansas School of Law February 2012 - May 2012
U.S District Court May 2011 - July 2011
Education
University of Kansas School of Law
Juris Doctor
Helzberg School of Management
Masters of Business Administration
Rockhurst University
Bachelor of Arts, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.