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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 50 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
  • Francisco_Aguilar_Puyol
    Francisco Aguilar, MS, CFP®
    International Wealth Manager
  • ...
    Pat Betley
    Wealth Manager
  • ...
    Sandeep Brion, MBA
    International Wealth Manager
  • Roger-Healy
    Roger Healy, MBA, CFP®, EA, TEP
    International Wealth Manager
  • Kathleen-Kaffer
    Kathleen Kaffer, JD
    International Wealth Manager
  • ...
    Hanna Kennedy
    International Wealth Manager
  • Justin Kim, CFA
    International Wealth Manager
  • Ben McKiernan
    International Wealth Manager
  • ...
    Andy Medina, MS, CFP®
    Wealth Manager

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide


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Providing financial peace of mind across the globe



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 65 countries.