Creative Planning
Cyndi Bishop, Cpa
Managing Tax Director
Dalton Engle
Paraplanner
Daniel Evan Davis, Cfp®
Wealth Manager At Creative Planning, Inc.
Danielle Rosas
Accounting Specialist
Darren Kalb, Cfp®
Managing Director
Dave Kaye
Chief Financial Officer
David Kuenzi, Cfp®
Director Of International Wealth Management
David Longmore
Operations Manager
David Rivkin, Cfp®
Private Wealth Manager At Creative Planning Llc
David Walsh, JD, Cfp®
Wealth Manager At Creative Planning, Inc.
Dawn Street Gerhart
Operations Manager
Dodie Ramm
Implementation Manager