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
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
Jessi Schmidt, JD
Legal
Maddie Stephens
Financial Planner
Heather Gillespie
Operations
Charlie Tocco, CPA
Tax
Brandy Wagner
Operations
Sahil Sury
Financial Planner
Chelsea Sloan
Financial Planner
Shalena Hatfield, CPA, CGMA®
Tax
Kristalyn Shinn
Tax
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.
