Creative Planning
Jason Dowell, Cpa
Tax Director
Brandon Severino
Director
Meg Duffy
Retirement Sales Assistant
Nicole Danowski, Cpa Mt
Tax Director
Luke Seiderman, Cfp®
Managing Director
Logan Forbis
Partner / Senior Personal Risk Manager
Susan Guilford
Front Desk Coordinator
Rachel Ronald, Cpa
Tax Manager
Rick Foytek, Cfa
Principal / Managing Director
Lucy Huang
Trust Operations Officer
Zachary Cox, Cpa
Tax Director
Mackenna Haney
Administrative Assistant