Vice President Business Development
CurrentCreative Planning Inc. provides comprehensive wealth management services to high net worth individuals and institutions including investment management services, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. Creative Planning is a premier wealth management firm recognized repeatedly as one of the nation's top wealth managers by CNBC, Barron's, Forbes, Worth Magazine, Bloomberg, Wealth Advisor, Investment News, and others. *Creative Planning manages over $49 billion as of June 30, 2020 for clients in all 50 states and abroad. Specialties: Wealth Management, Investment Management for Individuals, Businesses and Charities.*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 additional important disclosures, please visit: /important-disclosure-information/
