Memphis

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 Memphis to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron's 2017
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700 Colonial Road Suite 120, Memphis, TN 38117

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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

Richard Paessler

Managing Director, Partner

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AJ Kratz, CFA®, CFP®

Wealth Manager, Partner

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Andy Shaul

Wealth Manager, Partner

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Gene Gard, CFA®, CFP®, CFT-I™, EA

Wealth Manager, Partner

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Katie Stephenson, JD, CFP®

Wealth Manager, Partner

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Mike Shaul, CFP®

Wealth Manager, Partner

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Owen Keith, CFP®

Wealth Manager, Partner

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Rob Dingler, CPA/PFS

Wealth Manager, Partner

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