Creative Planning
Briggette Epke
Partner / Director Of Business Operations
Crystal Reinhold
Business Development Specialist
Michael Meyer
Tax Director
Benjamin Hake, Cpa
Tax Director
Maggie Johnston
Client Engagement Specialist
Scott Opper
Director Client Engagement
Brad Johnston, Cpwa
Managing Director
Ryan Adams, Cpa, Cfp®
Manager Of Paraplanning & Senior Financial Planner
Danielle Rosas
Accounting Specialist
Haris Khan
Director Of Trust Services
Samantha Fitzgerald
Senior Financial Planner
Jason Mc Gee
Operations Manager