Creative Planning
Mike Dispensa
System Analyst Ii
James Dyer, Cfp®
Key Account Manager | Retirement Plans
Clay Baker Cfp®
Managing Director
Jonathan Colbert
Practice Development Team
Andrew Calder, Qka
Associate Consultant
Tamara Lowenberg ,Cfp®
Managing Director
Wayne Barber, Jr., AI F®
Managing Director
Annie Tronoski
Managing Director
Erik A. Wehse
Paraplanner
Becky Peterson
Operations Team Manager
Javid Dabestani, Cfp®
Key Account Manager Retirement Plans
Sheryl Watson
Senior Operations Manager