National Capital Region
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 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
Meet Your Team
Jim Bruyette, CFP®, CPA
Managing Director, Partner
Drew Howell, CFP®
Wealth Manager, Partner
Michael Lankford, JD, LLM
Legal, Partner
Matt Lazor
Financial Planner
Eric Medlock
Financial Planner
Alexandra Payne, 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
Mark Cohen, JD, LL.M, CFP®
Legal
James McKain, JD
Legal
Patrick Gallagher
Financial Planner
Daniel Papuchis
Legal
Annie Rogers, JD
Legal, Partner
Seamus Smith, JD, LLM
Legal, Partner
Daniel Sprout, JD
Legal, Partner
Melissa Brown
Operations
Patricia Denham
Operations
Maureen Jones
Operations
Patricia Kiernan
Operations
Cody Melby
Operations
Katie Rea
Operations
Thomas Ducker, CFP®
Financial Planner
Eileen Cunningham, CFP®
Financial Planner
Tom Annin, CFP®, RICP®
Financial Planner
Jordan Canupp, CFP®
Financial Planner
Shelley Ryan
Operations
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.
