James Dyer, Cfp®
About James Dyer, Cfp®
James Dyer, CFP®, serves as a Key Account Manager for Retirement Plans at Creative Planning, where he has worked since 2022. He previously held various roles, including President and Publicity Manager at The MadHatters, and has a strong educational background in Personal Finance and Entrepreneurship from the University of Wisconsin-Madison.
Work at Creative Planning
James Dyer currently serves as a Key Account Manager for Retirement Plans at Creative Planning, a position he has held since 2022. In this role, he focuses on developing and managing retirement solutions tailored for business owners and their employees. His contributions have been instrumental in designing holistic retirement plans that meet the diverse needs of clients. Under his involvement, the team at Creative Planning achieved recognition as the top wealth manager on RIA Channel®’s List of Top 100 Wealth Managers in 2020.
Education and Expertise
James Dyer earned a Bachelor of Science degree in Personal Finance/Financial Planning from the University of Wisconsin-Madison. He also studied Entrepreneurship and achieved a minor in that field. His educational background is complemented by expertise in business succession planning and risk management, which he applies in his current role and previous positions.
Background
Before joining Creative Planning, James Dyer held various positions that contributed to his professional development. He was President of The MadHatters from 2021 to 2022 and served as Publicity Manager there from 2020 to 2021. He also worked as an Associate Advisor at Wipfli Financial Advisors and gained experience as a Retirement Plan Services Intern at the same firm. His earlier roles include an Events and Marketing Intern at Harley-Davidson Motor Company and a Human Resources Assistant at UW-Madison.
Previous Experience
James Dyer has accumulated diverse experience in the financial and educational sectors. He worked as a Tutor at Kumon Math and Reading Center of Windsor in 2016 and was a member of The MadHatters from 2018 to 2020. His internships and roles have provided him with a solid foundation in financial planning and client services, enhancing his capabilities in managing retirement plans.