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Denver-Boulder-Colorado Springs 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 Denver-Boulder-Colorado Springs Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

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Services Offered

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Jason Dohrman, CFP®, CRPC®, CWS®
Managing Director, Partner
John Baker
Managing Director, Partner
Ben Briggs, CFP®, CPA, MS
Wealth Manager, Partner
Colleen Maldonado, CFP®, MBA
Wealth Manager, Partner
David Rivkin, MBA, CFP®
Wealth Manager
Devonee Quinn, CFP®
Wealth Manager, Partner
Jeff Brownlee, CFP®
Wealth Manager, Partner
John Shevlin, CFP®
Wealth Manager, Partner
Justin Hawksley, CFP®, MBA, APMA™
Wealth Manager, Partner
Mike Rabbitt, CFP®
Wealth Manager, Partner
Ryan Kaszycki, CFP®
Wealth Manager, Partner
Thomas Bevington, CFP®
Wealth Manager
Tim O'Leary, CFP®
Wealth Manager

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.

 

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Let's Get to Know You

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Let's Get to Know You

Prefer to discuss over the phone?
833-416-4702