Helping good advisors become great business owners so they can help people enjoy amazing retirements.

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning has received a variety of awards including: •A Top Registered Investment Adviser by Financial Times (2014-2020)•A Top Independent Advisor by Barron’s (2020)•Top Wealth Managerby RIA Channel (2020) Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. For information on individual rankings, including methodology, please click the link for the respective accolade atSpecialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Utilizing the progressive products represented by Ivy Investments, Ipartner with financial advisors to meet the investment planning needs of their clients. Specifically, I support the growth of advisors’ business by:• providing product and market insight and ideas to enhance successful advisors' practices;• building and sustaining long-lasting relationships in my territory through consistent and dedicated communication;• offering value-added programs and presentations to help educate or update advisors and clients

As Internal Wholesaler, I was part of the financial professional sales team at American Century Investments dedicated to building advisor relationships.