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National Capital Region

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 National Capital Region 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

All services

Meet Your Team

  • Jim Bruyette, CFP®, CPA
    Managing Director, Partner
  • ...
    David Burgess, CFA, CFP®
    Managing Director, Partner
  • ...
    Pete Speros, CFP®
    Managing Director, Partner
  • ...
    Greg Sullivan, CFP®, CPA
    Managing Director, Partner
  • ...
    Kris Andrejev, CFP®
    Wealth Manager, Partner
  • ...
    Weston Burnett, JD, CFP®, Retired Naval JAG Officer
    Wealth Manager
  • ...
    Patrick Dunne, CFP®, CPA
    Wealth Manager, Partner
  • ...
    Daniel Graff, CFP®, CEPA
    Wealth Manager, Partner
  • Drew Howell, CFP®
    Wealth Manager, Partner
  • ...
    Gary Ingram, MBA, CFP®
    Wealth Manager, Partner
  • ...
    Mark Johannessen, CFP®, AIF®
    Wealth Manager, Partner
  • ...
    Jeremy Laughton, JD, CFP®
    Wealth Manager
  • ...
    Mark Martin, CFP®, CPA
    Wealth Manager, Partner
  • ...
    Walt Nockett, CFA®, CFP®
    Wealth Manager, Partner
  • ...
    Jeff Porter, CFA®, CFP®
    Wealth Manager, Partner
  • ...
    Jennifer Quigley, CFP®, CASL®, EA
    Wealth Manager, Partner
  • ...
    Barbara Schelhorn, CFP®
    Wealth Manager, Partner
  • ...
    Taylor Seiling, CFP®, CDFA
    Wealth Manager, Partner
  • ...
    Jason Williams, CFP®, CPA/PFS, AEP®
    Wealth Manager, Partner
  • Tom Annin, CFP®, RICP®
    Financial Planner
  • Mackenzie Buysse
    Financial Planner
  • Jordan Canupp, CFP®
    Financial Planner
  • Eileen Cunningham, CFP®
    Financial Planner
  • Thomas Ducker, CFP®
    Financial Planner
  • Patrick Gallagher
    Financial Planner
  • Cameron Kenworthy
    Financial Planner
  • Matt Lazor
    Financial Planner
  • Eric Medlock
    Financial Planner
  • Christian Mijares, CFP®
    Financial Planner
  • Alexandra Payne, CFP®
    Financial Planner
  • Joseph Simko, CFA
    Financial Planner
  • Kyle Summers, CFP®
    Financial Planner
  • Mark Vater, CFP®
    Financial Planner
  • Amy Adams, CPA
    Tax
  • Noelle Caldwell, CPA
    Tax
  • Elizabeth Kouri, CFP®, CPA
    Tax, Partner
  • Dave Merrill, CPA
    Tax, Partner
  • Gary Eastman, JD
    Legal
  • Michael Lankford, JD, LLM
    Legal, Partner
  • James McKain, JD
    Legal
  • Daniel Papuchis
    Legal
  • Annie Rogers Portrait
    Annie Rogers, JD
    Legal, Partner
  • Seamus Smith, JD, LLM
    Legal, Partner
  • Daniel Sprout, JD
    Legal
  • Melissa Brown
    Operations
  • Patricia Denham
    Operations
  • Jany Fry
    Operations
  • Dawn Gerhart
    Operations
  • Luisana Guerra
    Operations
  • Kim Hamlet
    Operations
  • Maureen Jones
    Operations
  • Patricia Kiernan
    Operations
  • Cody Melby
    Operations
  • Katie Rea
    Operations
  • Shelley Ryan
    Operations
  • Cassie Smith
    Operations

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

Let’s Talk!

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.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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