Creative Planning
Victoria Harding
Operations Manager
Julie Adams
Partner / Sr Personal Risk Manager
Emily (Schimpf) Hunter, Cpa
Tax Manager
Jamie Deaner
Senior Infrastructure Engineer
Stephanie Trentham, Cfp®, Cdfa®, Cfs
Private Wealth Manager At Creative Planning Inc.
Jeff R.
Salesforce Solutions Manager
Bruce J. Berno, Cfp
Managing Director
Dylan A. Aldrich, Aams®, Cmfc®
Senior Investment Manager Team Manager
Jesika Cole
Operations Manager, Team Lead
Keli Wike, Cpa
Tax Director
Allison Kaiser, Cpa
Tax Manager
Laura Walters
Account Operations Manager