Home > Atlanta Area

Atlanta Area

Providing financial peace of mind across the globe and in your local area.

LOCAL EXPERTISE. ALL IN-HOUSE.

About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Atlanta Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team


Amy Merrill, CFP®
Managing Director, Partner
Jeff Juday, CFP®
Managing Director, Partner
Ashley Barba, CFP®
Wealth Manager
Brian Huey, MBA, CFP®
Wealth Manager
Chelsea Nalley, CFP®
Wealth Manager
Chris Johnson, CFP®, MBA
Wealth Manager
Jennifer Birchett, CPA/PFS, CFP®
Wealth Manager, Partner
Jill Pivato, CFP®, ChFC®, CDFA®
Wealth Manager
Jim Heard, CFP®
Wealth Manager, Partner
Jordan Arave, CFP®, MS
Wealth Manager
Kristin Pugh, CFP®
Wealth Manager
Lane Steinberger, MBA, CFA®, CFP®
Wealth Manager, Partner
Leslie Blanchard, CFP®, CPA
Wealth Manager
Mandi Davis, CFP®
Wealth Manager
Marjorie Edenfield, CFP®, CDFA®
Wealth Manager
Michael Jacobs, CFP®
Wealth Manager
Rick Oldham, CFP®
Wealth Manager
Roger Ward, CPA/PFS, CFP®
Wealth Manager, Partner
Shawn Meade, MS, CFP®, CPA
Wealth Manager, Partner
Stacy Lewis, CFP®
Wealth Manager, Partner
Tom Langmo, CPA
Wealth Manager
Brock Staudt
Financial Planner
Brooke Cantrell, CFP®
Financial Planner
Dalton Woods
Financial Planner
Evan Hecht, CFP®
Financial Planner
Mallie Scott, CFP®
Financial Planner
Matt Heatley, CFP®
Financial Planner
Max Collins
Financial Planner
Michael Toole, MS, CFP®
Financial Planner
Sarah Owen, CFP®
Financial Planner
Stephen Roegge, CFP®
Financial Planner
Candace Varner, CPA
Tax, Partner
Kara Feuerborn, CPA
Tax, Partner
Katie Stevens, CPA
Tax
Chrissy Knopke, JD
Legal, Partner
Mary Tunakan, JD
Legal
Natalie Kump, JD
Legal
Renee Rohe, JD, LLM
Legal
Antonia Decarlo
Operations
Chris Ball
Operations
Jack Hayslett
Operations
Jeff Knowles
Operations
Kevin Flores
Operations
Lisa Edwards
Operations
Matias Ponce
Operations
Maxine Kusi
Operations
Melissa Luu
Operations
Nancy Thornton
Operations
Penny Arington
Operations
Stephanie Martin
Operations

Request a Meeting

Once we receive your inquiry, a team member will be in touch to set up your free, no-obligation consultation within one business day.