Creative Planning, Inc
Creative Planning, Inc Creative Planning, Inc
Creative Planning, Inc
Team Leaders
Jessica Culpepper, MBA, CPA, CFP®
James DeWitt, MBA
Martin Dews
Dan Foster, CPA, CFP®
Randall Hallier, CFP®
Mark Henke, JD
Peter Mallouk, J.D., MBA, CFP®
Bob McCarthy, CPA, CFP®
Scott O'Brien, CFP®
Bob Pascuzzi, CLU, AIF®
Don Recker
Molly Rothove, MBA, CFP®
Todd Shepherd, MBA, CPA, CFP®
Seamus Smith, J.D., LL.M.
Brenna Stewart, MBA, CFP®
Jacinda Torre
Jim Williams
 
 
 
Creative Planning, Inc
Creative Planning, Inc
Creative Planning, Inc
Creative Planning, Inc
Creative Planning, Inc
 
 

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