Chance Dial
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Chance Dial Email & Phone Number

Business Process Specialist | Account Specialist | Retirement Analyst at Creative Planning
Location: Austin, Texas, United States 7 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Business Process Specialist | Account Specialist | Retirement Analyst
Location
Austin, Texas, United States
Company size
631 employees

Who is Chance Dial? Overview

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Quick answer

Chance Dial is listed as Business Process Specialist | Account Specialist | Retirement Analyst at Creative Planning, a company with 631 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Chance Dial.

Chance Dial previously worked as Business Process Specialist at Creative Planning and Account Specialist at Creative Planning. Chance Dial holds Bachelor'S Degree, Finance, General from Oklahoma Christian University.

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Creative Planning

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About Chance Dial

Chance Dial is a Business Process Specialist | Account Specialist | Retirement Analyst at Creative Planning.

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Chance Dial's current company

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Creative Planning
Creative Planning
Business Process Specialist | Account Specialist | Retirement Analyst
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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7 roles

Chance Dial work experience

A career timeline built from the work history available for this profile.

Business Process Specialist

Current
Creative Planning

Belton, Texas, United States

Nov 2022 - Present

Account Specialist

Creative Planning

Austin, Texas, United States

Apr 2022 - Nov 2022

Student Investment Fund

Oklahoma Christian University

Edmond, OK

Researched and selected promising stock equities in which to invest a total of $60,000 on behalf of the Fund. Also co-authored the Fund’s by-laws and policy statements to ensure efficient, quality regulations for future years

Aug 2017 - Apr 2018

Finance Tutor

Oklahoma Christian University

Edmond- OK

Efficiently explained financial basics to students during weekly tutoring sessions, andraised the test scores of students by studying with them and clarifying financial principles before exams.

Aug 2017 - Apr 2018

Accounting And Finance Assistant

Air Ad Promotions

Dallas, TX

Updated two years worth of credit card statements spanning three different company cards. Also effectively organized old invoices and receipts by matching them with their respective credit card statements and recording charges into QuickBooks

May 2017 - Aug 2017
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

HG Hayley Goedken Hayley Goedken Colleague at Creative Planning Cedar Falls, Iowa, United States, United States View → MP Matthew Platt, Cfp® Matthew Platt, Cfp® Colleague at Creative Planning Boise Metropolitan Area, United States View → ME Mathew Emmert Mathew Emmert Colleague at Creative Planning Mount Pleasant, South Carolina, United States, United States View → MC Mike Croce, Cfp® Mike Croce, Cfp® Colleague at Creative Planning Charleston, South Carolina Metropolitan Area, United States View → CT Christy Tillman, Cfp®, Aif® Christy Tillman, Cfp®, Aif® Colleague at Creative Planning Manhattan Beach, California, United States, United States View → PB Patrick Betley Patrick Betley Colleague at Creative Planning Allentown, Pennsylvania, United States, United States View → LD Lauren Dockter Lauren Dockter Colleague at Creative Planning Austin, Texas Metropolitan Area, United States View → CB Cyndi Bishop, Cpa Cyndi Bishop, Cpa Colleague at Creative Planning Leawood, Kansas, United States, United States View → SG Susan Guilford Susan Guilford Colleague at Creative Planning Shawnee, Kansas, United States, United States View → CM Caleb Moyer, Cfp®, Ea Caleb Moyer, Cfp®, Ea Colleague at Creative Planning Omaha, Nebraska, United States, United States View →
1 education record

Chance Dial education

FAQ

Frequently asked questions about Chance Dial

Quick answers generated from the profile data available on this page.

What company does Chance Dial work for?

Chance Dial works for Creative Planning.

What is Chance Dial's role at Creative Planning?

Chance Dial is listed as Business Process Specialist | Account Specialist | Retirement Analyst at Creative Planning.

Where is Chance Dial based?

Chance Dial is based in Austin, Texas, United States while working with Creative Planning.

What companies has Chance Dial worked for?

Chance Dial has worked for Creative Planning, Lockton Dunning Benefits, Oklahoma Christian University, and Air Ad Promotions.

Who are Chance Dial's colleagues at Creative Planning?

Chance Dial's colleagues at Creative Planning include Hayley Goedken, Matthew Platt, Cfp®, Mathew Emmert, Mike Croce, Cfp®, and Christy Tillman, Cfp®, Aif®.

How can I contact Chance Dial?

You can use AeroLeads to view verified contact signals for Chance Dial at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Chance Dial attend?

Chance Dial holds Bachelor'S Degree, Finance, General from Oklahoma Christian University.

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