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LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Milwaukee Area 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

10000 W. Innovation Drive, Suite 250 | Wauwatosa, WI 53226

Services Offered

  • Comprehensive Wealth Management
  • Investment Management
  • Tax Preparation & Planning
  • Trusts & Estate Planning
  • Financial Planning
  • Retirement Planning
  • Insurance
  • International Services

All services

Meet Your Team

All JOB ROLES
All JOB ROLES
Orange County Area
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • Lora Murphy, CFP®, CPA
    Managing Director, Partner
  • ...
    Bryan O'Dell
    Managing Director, Partner
  • Nathan Digmann, CFP®, CeFT®
    Wealth Manager
  • ...
    Chad Fawcett, CFP®, MBA
    Wealth Manager
  • McKenna Girtz, CFP®
    Wealth Manager
  • ...
    Paula Hogan, CFP®, CFA®
    Wealth Manager, Partner
  • Tony Perillo, CFP®
    Wealth Manager, Partner
  • ...
    Clint Wondra, CFP®, CPA/PFS
    Wealth Manager, Partner
  • Stephanie Cooper, CFP®, MBA
    Financial Planner
  • Betsy Kocour, CFP®
    Financial Planner
  • Thomas Meeker, CFP®
    Financial Planner
  • Brett Basom, CPA
    Tax
  • Noelle Caldwell, CPA
    Tax
  • Candace Varner Portrait
    Candace Varner, CPA
    Tax, Partner
  • Keli Wike, CPA
    Tax
  • James McKain, JD
    Legal
  • Nick Page
    Legal
  • Daniel Sprout, JD
    Legal
  • Brian Williams
    Legal
  • Jessica Hosmann
    Operations
  • Kelsi Hunt
    Operations
  • Julie Long
    Operations
  • Cassie Smith
    Operations
Load More

Get on the path to a more comprehensive, personalized approach to your wealth..

Let’s Talk!

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021