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Creative Planning

Creative Planning

creativeplanning.com
  • About
  • Employees
Dominykas Dzekciorius
Dominykas Dzekciorius
Valuation Analyst
Don Recker, AI F®
Don Recker, AI F®
Director, Corporate Retirement Plans
Dylan A. Aldrich, Aams®, Cmfc®
Dylan A. Aldrich, Aams®, Cmfc®
Senior Investment Manager Team Manager
Emily (Schimpf) Hunter, Cpa
Emily (Schimpf) Hunter, Cpa
Tax Manager
Erik A. Wehse
Erik A. Wehse
Paraplanner
Felicia Rauls
Felicia Rauls
Senior Compliance Manager
Francis Enright, Cfp®
Francis Enright, Cfp®
Managing Director
Gabe Adams, Cfp®, Mspfp
Gabe Adams, Cfp®, Mspfp
Senior Financial Planner
Grant Martens, Cpa
Grant Martens, Cpa
Tax Manager
Haley Elder
Haley Elder
Fixed Income Portfolio Manager
Haris Khan
Haris Khan
Director Of Trust Services
Heather Offutt
Heather Offutt
Senior Tax Associate
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Features

  • AI Web Scraping
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  • AI E-commerce Automation
  • AI Resume Screening

Resources

  • Affiliate Program

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  • Blog
  • Pricing
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Discover

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Legal

  • Master subscription agreement
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  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.