Boston 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 Boston Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.
*Barron's 2017
Important disclaimer information
Services Offered
Comprehensive Wealth Management
Investment Management
Tax Preparation & Planning
Trusts & Estate Planning
Financial Planning
Retirement Planning
Insurance
International Services
Meet Your Team
Nina Deschene
Financial Planner
Audrey Horton, CPA
Tax
Tyler Rutledge
Operations
Carolyn Ink
Operations
Cory Ginger, MBA
Operations
Amanda Evans
Operations
Renee Rohe, JD, LLM
Legal
Christina Knopke, JD
Legal, Partner
Eric Filimon
Legal
Amy McCue, CPA
Tax
Elizabeth Kouri, CFP®, CPA
Tax, Partner
Brett Basom, CPA
Tax
Reba Pennell
Financial Planner
Brian Lester, CFP®
Financial Planner
Todd Ericson, CFP®, ChFC®
Financial Planner
Nick Czarnecki
Financial Planner
Jenny Schneider
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.
