Creative Planning
Sheryl Watson
Senior Operations Manager
Stacey Velez, Cfp®
Managing Director
Stacy O.
Marketing Director
Stephanie Couture
Administrative Director
Stephanie Trentham, Cfp®, Cdfa®, Cfs
Private Wealth Manager At Creative Planning Inc.
Suji Adams
Marketing Director
Susan Guilford
Front Desk Coordinator
Susan Wickoren
Associate Financial Planner
Susie (Schmitt) Schaefer
Paralegal
Tamara Lowenberg ,Cfp®
Managing Director
Tatiana Morris, Ea
Senior Specialist
Taylor Barnes
Administrative Assistant