Creative Planning
Bruce J. Berno, Cfp
Managing Director
Bryce Currier
Paraplanner
Carley Kapelski
Administrative Assistant
Carmen Hougland, Cpa
Senior Tax Associate
Casey Jensen, Cfp®
Senior Financial Planner
Charles Khoury
Investment Operations Manager
Chris Beesley, Cfp®
Partner | Managing Director
Christine Hahn
Technology Solutions Professional
Clay Baker Cfp®
Managing Director
Colleen Schiffer
Reporting Specialist
Connor Cavanaugh
Key Account Manager | Retirement Plans
Crystal Reinhold
Business Development Specialist