Scott Soptick, Cpa
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Scott Soptick, Cpa Email & Phone Number

Senior Tax Associate at Creative Planning
Location: Winona Lake, Indiana, United States 2 work roles 2 schools
1 work email found @sym.com 1 phone found area 620 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@sym.com
Direct phone (620) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Senior Tax Associate
Location
Winona Lake, Indiana, United States
Company size
631 employees

Who is Scott Soptick, Cpa? Overview

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Quick answer

Scott Soptick, Cpa is listed as Senior Tax Associate at Creative Planning, a with 631 employees, based in Winona Lake, Indiana, United States. AeroLeads shows a work email signal at sym.com, phone signal with area code 620, and a matched LinkedIn profile for Scott Soptick, Cpa.

Scott Soptick, Cpa previously worked as Financial Planner at Sym Financial Advisors. Scott Soptick, Cpa holds Master Of Accountancy from Kansas State University.

Company email context

Email format at Creative Planning

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*@sym.com
68% confidence

AeroLeads found 1 current-domain work email signal for Scott Soptick, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Scott Soptick, Cpa

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, tax return preparation, and estate planning services. Specialties: 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.Contact Creative Planning for any of your financial planning needs and you will gain a connection to an entire team of professionals that will work hard on your behalf.

Listed skills include Tax, Auditing, and Financial Accounting.

Current workplace

Scott Soptick, Cpa's current company

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Creative Planning
Creative Planning
Senior Tax Associate
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
View company profile Email format
2 roles

Scott Soptick, Cpa work experience

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

Senior Tax Associate

Current
Creative Planning

Winona Lake, Indiana, United States

Comprehensive tax planning and tax return preparation for individuals, partnerships, corporations, trusts, estates, and private foundations.

May 2024 - Present
Team & coworkers

Colleagues at Creative Planning

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

KK Krisha Kozlowski Krisha Kozlowski Colleague at Creative PlanningSt Charles, Missouri, United States View → AK Andrew Klinefelter Andrew Klinefelter Colleague at Creative PlanningSt Cloud, Minnesota, United States View → SM Shannon Marie Barr Shannon Marie Barr Colleague at Creative PlanningDe Soto, Kansas, United States View → BV Bobbi Villhauer Bobbi Villhauer Colleague at Creative PlanningWoodstock, Georgia, United States View → MA Maria Antonia Hernandez Maria Antonia Hernandez Colleague at Creative PlanningKansas City Metropolitan Area, United States View → ST Stephanie Trentham, Cfp®, Cdfa®, Cfs Stephanie Trentham, Cfp®, Cdfa®, Cfs Colleague at Creative PlanningMidlothian, Virginia, United States View → JJ Jeff Juday, Cfp® Jeff Juday, Cfp® Colleague at Creative PlanningAlpharetta, Georgia, United States View → RR Rachel Ronald, Cpa Rachel Ronald, Cpa Colleague at Creative PlanningKansas City Metropolitan Area, United States View → PB Pat Brault Pat Brault Colleague at Creative PlanningMinneapolis, Minnesota, United States View → CK Chris Kelliher, Mba, Cfp® Chris Kelliher, Mba, Cfp® Colleague at Creative PlanningUnited States View →
2 education records

Scott Soptick, Cpa education

Bachelor Of Science (B.S.), Business Administration

Kansas State University

Activities and Societies: Theta Xi Fraternity, Student Alumni Board

FAQ

Frequently asked questions about Scott Soptick, Cpa

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

What company does Scott Soptick, Cpa work for?

Scott Soptick, Cpa works for Creative Planning.

What is Scott Soptick, Cpa's role at Creative Planning?

Scott Soptick, Cpa is listed as Senior Tax Associate at Creative Planning.

What is Scott Soptick, Cpa's email address?

AeroLeads has found 1 work email signal at @sym.com for Scott Soptick, Cpa at Creative Planning.

What is Scott Soptick, Cpa's phone number?

AeroLeads has found 1 phone signal(s) with area code 620 for Scott Soptick, Cpa at Creative Planning.

Where is Scott Soptick, Cpa based?

Scott Soptick, Cpa is based in Winona Lake, Indiana, United States while working with Creative Planning.

What companies has Scott Soptick, Cpa worked for?

Scott Soptick, Cpa has worked for Creative Planning and Sym Financial Advisors.

Who are Scott Soptick, Cpa's colleagues at Creative Planning?

Scott Soptick, Cpa's colleagues at Creative Planning include Krisha Kozlowski, Andrew Klinefelter, Shannon Marie Barr, Bobbi Villhauer, and Maria Antonia Hernandez.

How can I contact Scott Soptick, Cpa?

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

What schools did Scott Soptick, Cpa attend?

Scott Soptick, Cpa holds Master Of Accountancy from Kansas State University.

What skills is Scott Soptick, Cpa known for?

Scott Soptick, Cpa is listed with skills including Tax, Auditing, and Financial Accounting.

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