United States
I am honored to serve as president and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm with approximately $700 billion in combined assets under management and advisement as of 1/1/26 and clients in all 50 states and over 100 countries. Our teams are dedicated to helping clients achieve their long-term financial goals. We provide a wide range of services specifically designed to help navigate life’s financial challenges. Every day, I have an opportunity to work with those who I believe are the best and brightest professionals in the industry to deliver comprehensive coordinated wealth management to help our clients achieve and maintain financial success. There’s truly nothing better! I’m also passionate about providing financial education and resources to individuals, families and business owners who have typically been under served by the financial services industry. As a founding board member of Pathway Financial Education, I have the amazing opportunity to bring trusted advisory services to the historic 18th and Vine district of Kansas City. I look forward to rapidly expanding this model to other communities across the country.