Creative Planning
Don Recker, AI F®
Director, Corporate Retirement Plans
Lee Richardson Jr., MBA, Cia
Partner / Chief Compliance Officer
Madi Phillips
Compliance Specialist
James Reding
Managing Director & Partner At Creative Planning, Llc
Philip Ricasata, Cfp®
Private Wealth Manager At Creative Planning, Inc.
Madison Smart
Business Intelligence Architect
Josh Cromer, Cfp®
Tatiana Morris, Ea
Senior Specialist
Colleen Schiffer
Reporting Specialist
Thomas A. Panoplos
Managing Director
Zephaniah Darden
Operations Manager
Jonathan Tucker
Digital Experiences Manager