Creative Planning
Vita Brooks
Administrative Assistant
Dave Kaye
Chief Financial Officer
Sean Granere
Wealth Manager At Creative Planning, Inc.
Aaron Washington
Practice Development Team Member
Dawn Street Gerhart
Operations Manager
Brett Basom
Tax Director
Kirk Beard
Risk Management Account Manager
Felicia Rauls
Senior Compliance Manager
Jeff Aleshire
Director Of Operations
Allison Cambiano
Paralegal
Zach Bourquin, Cpa
Tax Director At Creative Planning, Inc.
Kristofer Borden
Tax Manager