Creative Planning
Jonathan Tucker
Digital Experiences Manager
Josh Cromer, Cfp®
Julie Adams
Partner / Sr Personal Risk Manager
Justine Poyner
Administrative Assistant
Katelyn Clark
Sr. Program Manager
Katie Stevens
Tax Director
Keli Wike, Cpa
Tax Director
Kelli Rawley
Paraplanner
Ken Zarske
Managing Director
Keri Reinhardt
Senior Account Manager
Kevin Flores, MBA
Operations Manager
Kevin Giles, Cpa
Tax Director