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Thun Financial and Reilly Financial Advisors are now Creative Planning International.

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.

International team brainstorming

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

All Services

Meet the International Team

  • ...
    David Kuenzi, CFP®
    Director of International Wealth Management, Partner
  • ...
    Peter Sengelmann, MBA, CFA
    Director of International Investments
  • ...
    Clay Baker, CFP®
    Managing Director
  • ...
    Gabrielle Reilly, GFP (USA), CFP®, MSBA
    Managing Director
  • Francisco_Aguilar_Puyol
    ...
    Francisco Aguilar, MS, CFP®
    International Wealth Manager
  • ...
    Pat Betley
    International Wealth Manager
  • ...
    Sandeep Brion, MBA
    International Wealth Manager
  • Roger-Healy
    ...
    Roger Healy, MBA, CFP®, EA, TEP
    International Wealth Manager
  • ...
    Kathleen Kaffer, JD
    International Wealth Manager
  • ...
    Hanna Kennedy
    International Wealth Manager
  • ...
    Justin Kim, CFA
    International Wealth Manager
  • Ben McKiernan
    ...
    Ben McKiernan
    International Wealth Manager
  • ...
    Andy Medina, MS, CFP®
    International Wealth Manager
  • Nancy-Metzger
    ...
    Nancy Metzger, JD, CFP®
    International Wealth Manager
  • ...
    Jake Mongler, CFP®, MBA
    International Wealth Manager
  • ...
    Phillip Pizzuti, CFP®
    International Wealth Manager
  • ...
    Phil Ricasata, CFP®
    International Wealth Manager
  • Ashley Shirley
    International Wealth Manager
  • ...
    Jack Thomas, CFP®
    International Wealth Manager
  • Gabriel Adams, CFP®, MSPFP
    Financial Planner
  • Elliot Bramham
    Elliot Bramham, MS
    Financial Planner
  • Jack DiMarco
    Financial Planner
  • Logan Lea, CFP®
    Financial Planner
  • Andrejs Pilajevs, MSFP, CFP®
    Financial Planner
  • Uka Purev-Ochir
    Financial Planner
  • Grace Trewartha, MBA
    Financial Planner
  • Alek Van Valkenburg, CFP®
    Financial Planner
  • Ann Woodyard, MBA, PhD, CFP®
    Financial Planner
  • Tizzi Blackburn, CPA
    Tax, Partner
  • Noelle Caldwell, CPA
    Tax
  • Kim Daneck-Brown, CPA
    Tax
  • Brett Greenig, MSA, CPA, CRPC®,CRPS®
    Tax
  • Rebecka Jensen
    Tax
  • Allison Kaiser
    Tax
  • Adam Sueper, CPA
    Tax
  • Scott Burrus, JD
    Legal
  • David Crumpton
    Legal
  • Gary Eastman, JD
    Legal
  • James McKain, JD
    Legal
  • Stacy Olsen
    Legal
  • Melissa Daovannary
    Operations
  • Will Kelly
    Operations
  • Katie Krug
    Operations
  • Maxine Kusi
    Operations
  • Paige Moon
    Operations
  • Diane Spaite
    Operations

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 75 countries.