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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.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team


Placeholder Headshot
Richard Paessler
Managing Director
Katie Stephenson, JD, CFP®
Wealth Manager
Rob Dingler, CPA/PFS
Wealth Manager
Mike Shaul, CFP®
Wealth Manager
Andy Shaul, CPA/PFS
Wealth Manager
AJ Kratz, CFA®, CFP®
Wealth Manager
Owen Keith, CFP®
Wealth Manager
Gene Gard, CFA®, CFP®, CFT-I™
Wealth Manager
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.