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Kansas City 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 Kansas City 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

Clay Baker, CFP®
Managing Director, Partner
Cole Harper
Managing Director, Partner
Aaron Kriebel, CFP®
Wealth Manager
Adam Hoopes, CFP®
Wealth Manager, Partner
Andrew Horsman, CFP®
Wealth Manager, Partner
Andrew Shearer, CFP®
Wealth Manager, Partner
Andy Gryszowka, CFP®
Wealth Manager, Partner
Bing Chen, CFA, CFP®
Wealth Manager, Partner
Bob McCarthy, CPA, CFP®
Wealth Manager, Partner
Bob Harris, CFP®, JD
Wealth Manager
Brenna Saunders, MBA, CFP®
Wealth Manager, Partner
Brett Broyles, MBA, CFP®
Wealth Manager, Partner
Carolyn Frager, CFP®
Wealth Manager, Partner
Chris Weeks, CFP®
Wealth Manager, Partner
Christy Nichols, MBA, CFP®
Wealth Manager, Partner
Connor Stremel, MBA, CFP®
Wealth Manager
Corey Holliman, MBA, CFP®
Wealth Manager, Partner
Dan Mathews, CFP®
Wealth Manager, Partner
Daniel Pontarelli, CFP®
Wealth Manager, Partner
Doug Hunt
Wealth Manager, Partner
Elizabeth McLeod, MBA
Wealth Manager
Eric Jones, CFP®
Wealth Manager, Partner
Hannah Knoll, CFP®
Wealth Manager, Partner
Holly Villasi, CFP®
Wealth Manager, Partner
Jacki O'Hern, CFP®
Wealth Manager, Partner
Jackie O'Brien, JD, CFP®, RLP®
Wealth Manager, Partner
Jason Baugh, CFP®
Wealth Manager, Partner
Jay Beebe, CFP®
Wealth Manager, Partner
Jeff Barnthouse, JD, MBA, CFP®
Wealth Manager, Partner
Jen Boroff, CFP®, EA
Wealth Manager
Jennifer Price, CFP®, MS
Wealth Manager, Partner
Jerrod Pearce, CFP®, CPA
Wealth Manager, Partner
Jesse Reed, CFP®, BFA™
Wealth Manager
Jessica Culpepper, MBA, CPA, CFP®
Wealth Manager, Partner
Joe Cummings, CFP®, AAMS®, AWMA®
Wealth Manager, Partner
Justin Cole, CFP®
Wealth Manager, Partner
Kaylynn Watts, CFP®
Wealth Manager, Partner
Kevin Jones, MBA, CFP®
Wealth Manager, Partner
Kurt Commerford, MBA, CFP®
Wealth Manager, Partner
Lane Tryon, MBA, CFA, CPA, CFP®
Wealth Manager
Mark Henke, JD, CFP®
Wealth Manager, Partner
Matt Heatley, CFP®
Wealth Manager
Matt Zolton, JD, CFP®
Wealth Manager, Partner
Mercedes Givens, CFP®
Wealth Manager, Partner
Michael Persell, CFP®
Wealth Manager, Partner
Mikayla Lowman, CFP®
Wealth Manager, Partner
Mike Harvey, MBA, CFP®
Wealth Manager, Partner
Mike Segalo, CFP®
Wealth Manager
Molly Rothove, CFP®, MBA
Wealth Manager, Partner
Nancy Thomsen, MBA, CFP®
Wealth Manager, Partner
Rob Myers, CFP®, AWMA®, CRPC®
Wealth Manager, Partner
Ryan Dryer, JD, CFP®
Wealth Manager, Partner
Sam Scott, CFP®
Wealth Manager, Partner
Sara Krause, CFP®
Wealth Manager, Partner
Sean Smith, CFP®
Wealth Manager, Partner
Steve Whitley, CFP®, AWMA®, APMA®
Wealth Manager, Partner
Ted Krause, CFP®, MBA
Wealth Manager, Partner
Tim Sutton, CFP®, AAMS™
Wealth Manager, Partner
Todd Shepherd, MBA, CPA, CFP®
Wealth Manager, Partner
Travis Knight, CFP®
Wealth Manager, Partner
Trey Turley, CFP®
Wealth Manager
Troy Kuhn, CFP®, MBA, CAIA
Wealth Manager, Partner
William Falk, CRPC®, CFP®, MBA
Wealth Manager, Partner
Zach Lyman, JD, CFP®
Wealth Manager, Partner

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.

 

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