Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.
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Peter Mallouk
President & Chief Executive Officer
Peter Mallouk
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Dave Kaye
Chief Financial Officer
Karen Prange
Partner - Compliance Director
Samuel Henson
Chief Legal Officer, Retirement
Nick Jacobson
Chief Marketing Officer
Megan Schmitz
Chief People Officer
Andrew H. Fuller
Partner / Managing Director
Wayne Barber
Managing Director
Dan Foster
Partner / Managing Director
Jeff Juday
Managing Director & Private Wealth Manager
Rob Whited
Managing Director Lockton Retirement Services
Scott Schuster
Partner, Managing Director
Jacinda Torre
Partner & Regional Vice President
David Burgess
Principal / Wealth Manager
Roger Ward
Partner And Principal Wealth Manager
Tim Sutton
Principal / Wealth Manager
Benjamin Polich
Partner / Director Of Trading
Justin Bogardus
Partner / Director Of Alternative Investments
