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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.

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
David Burgess, CFA, CFP®
Managing Director, Partner
Pete Speros, CFP®
Managing Director, Partner
Greg Sullivan, CFP®, CPA
Managing Director, Partner
Jeremy Laughton, JD, CFP®
Wealth Manager
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
Mark Martin, CFP®, CPA
Wealth Manager, Partner
Christian Mijares, CFP®
Wealth Manager
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
Kyle Summers, CFP®
Wealth Manager
Jason Williams, CFP®, CPA/PFS, AEP®
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
Steven Gasparini, CFA®, CFP®
Financial Planner
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.