Creative Planning
Casey Jensen, Cfp®
Senior Financial Planner
David Rivkin, Cfp®
Private Wealth Manager At Creative Planning Llc
Trent Horton, Cpa
Tax Manager
Mark Doman
Managing Director
Tom Zgainer
Founder Ab401k
Carley Kapelski
Administrative Assistant
Kyle Roustic
Tax Associate
Keri Reinhardt
Senior Account Manager
David Walsh, JD, Cfp®
Wealth Manager At Creative Planning, Inc.
Kevin Joseph Smith
Digital Marketing Manager
Bryce Currier
Paraplanner
Angela Hankins, AI F®
Senior Key Account Specialist Retirement Plans