Creative Planning
Cyndi Bishop, Cpa
Managing Tax Director
Jody Mandl
Senior Operations Manager
Peter Sengelmann, Cfa
Director Of International Investments & International Wealth Manager
Peter Mallouk
President & Chief Executive Officer
Shannon Johnston
Operations Manager
Matthias Menges
Business Process Leader Retirement Services
Renee Vogel
Operations Team Manager
Laura Mc Knight
Partner / Managing Director Of Practice Development
Dalton Engle
Paraplanner
Maria Antonia Hernandez
Administrative Assistant
Ann Marie Harrington
Director Marketing Technology
Grant Martens, Cpa
Tax Manager