Creative Planning
Peggy Roach
Operations Manager
Megan Schmitz
Chief People Officer
Kevin Timmerman
Partner And Managing Director
James Lynch
Operations Manager
Kelli Rawley
Paraplanner
Melissa A. Brown
Operations Manager
Stacey Velez, Cfp®
Managing Director
Susie (Schmitt) Schaefer
Paralegal
Ryan Gee
Risk Management Account Manager
Mark Deters, AI F®, Qka®
Managing Director At Lockton Retirement Services, An Offering Of Creative Planning
John Hagensen, Msfs, Cfp®
Partner & Managing Director
Daniel Evan Davis, Cfp®
Wealth Manager At Creative Planning, Inc.