Jeff Aleshire
About Jeff Aleshire
Jeff Aleshire serves as the Director of Operations at Creative Planning Inc., where he has worked since 2015. He has a background in finance and health care management, holding a Bachelor of Arts and an MBA from The University of Kansas.
Work at Creative Planning
Jeff Aleshire has served as the Director of Operations at Creative Planning Inc. since 2015. In this role, he oversees various operational aspects of the firm, ensuring efficiency and effectiveness in service delivery. Prior to this position, he worked as the Operations Manager at the same company from 2013 to 2014. His tenure at Creative Planning has spanned a total of nine years, during which he has contributed to the firm's growth and operational success.
Education and Expertise
Jeff Aleshire holds a Bachelor of Arts in Finance and a Master of Business Administration with a focus on Health Care Management, both from The University of Kansas. His educational background provides him with a solid foundation in financial principles and management strategies, which he applies in his current role. He specializes in comprehensive wealth management services, catering to high net worth clients with a focus on investment management, financial planning, and estate planning.
Background
Jeff Aleshire has a background in operations management and finance, with a strong emphasis on wealth management. His experience at Creative Planning has allowed him to develop a deep understanding of the financial services industry. He has been instrumental in managing significant assets for clients across all 50 states, contributing to the firm's reputation and operational excellence.
Achievements
During his time at Creative Planning, Jeff Aleshire played a key role in the firm being recognized as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. His contributions have been vital in managing over $60.4 billion in assets for clients, showcasing his capability in handling large-scale financial operations and client services.