Our International Team
Creative Planning International has a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 75 countries.
About Creative Planning
Our team of international wealth managers understands your cross-border needs because we have lived your experience. Many of our team members have lived abroad, are immigrants to the U.S. and are members of mixed nationality families. We understand the frustration of managing finances across borders and provide solutions and guidance you need, helping you achieve your financial goals and enjoy a richer way to wealth.
Services Offered
- Comprehensive Cross-Border Wealth Management
- Wealth Management for U.S. Expats Subject to U.S. Citizenship Based Taxation
- Cross-Border Trust and Estate Planning
- Cross-Border Financial Planning
- Cross-Border Retirement Planning
- Multi-Jurisdiction Tax Strategy
- International Insurance Planning
- Access to U.S. Brokerage Services for Non-U.S. Residents
Meet the International Team
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Ashley ShirleyInternational Wealth Manager -
Gabriel Adams, CFP®, MSPFPFinancial Planner -
Elliot Bramham, MSFinancial Planner -
Jack DiMarcoFinancial Planner -
Logan Lea, CFP®Financial Planner -
Andrejs Pilajevs, MSFP, CFP®Financial Planner -
Uka Purev-OchirFinancial Planner -
Grace Trewartha, MBAFinancial Planner -
Alek Van Valkenburg, CFP®Financial Planner -
Ann Woodyard, MBA, PhD, CFP®Financial Planner -
Tizzi Blackburn, CPATax, Partner -
Noelle Caldwell, CPATax -
Kim Daneck-Brown, CPATax -
Brett Greenig, MSA, CPA, CRPC®,CRPS®Tax -
Rebecka JensenTax -
Allison KaiserTax -
Adam Sueper, CPATax -
Scott Burrus, JDLegal -
David CrumptonLegal -
Gary Eastman, JDLegal -
James McKain, JDLegal -
Stacy OlsenLegal -
Will KellyOperations -
Maxine KusiOperations -
Melissa LuuOperations -
Paige MoonOperations -
Katie Krug RichartOperations -
Diane SpaiteOperations
