Creative Planning
Gabe Adams, Cfp®, Mspfp
Senior Financial Planner
Chris Beesley, Cfp®
Partner | Managing Director
Lee Richardson Jr.
Chief Compliance Officer
Bo Ellison, Finop
Divisional Controller Retirement Services
James Arnold
Financial Planner At Creative Planning Llc
Jonathan Knapp
Chief Operating Officer
Charles Khoury
Investment Operations Manager
Paul Mc Ardle
Senior Administrative Training Coordinator
Ross Corbett
Cashiering Associate
MD Azad Ahemod
Information Technology Manager
Lori Schmoll, Cisr
Senior Personal Risk Manager
Jonathan Leeks
Director Investment Analytics | Retirement