I serve as a Partner and Managing Director at Creative Planning, LLC, a nationally recognized independent wealth advisory firm with more than $300 billion in combined assets under management and advisement as of 12/31/2024 and clients in all 50 states and abroad. We help clients grow, protect, and ...more

I serve as a Partner and Managing Director at Creative Planning, LLC, a nationally recognized independent wealth advisory firm with more than $300 billion in combined assets under management and advisement as of 12/31/2024 and clients in all 50 states and abroad. We help clients grow, protect, and transfer their wealth by providing a wide range of services specifically designed to help navigate life’s financial challenges.less