Phoenix – Valley of the Sun
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 Phoenix – Valley of the Sun 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
Kristalyn Shinn
Tax
Austin McDonough, CFP®
Financial Planner
Ashley Naugle
Operations
Jody Mandl
Operations
Erica Beiriger
Operations
Leah Ellsworth, JD
Legal
Keli Wike, CPA
Tax
Rachel Ronald, CPA
Tax
Amisha Mehta, CPA, MBA
Tax
Grant Martens, CPA
Tax
Lance Zasso
Financial Planner
Johnny Thompson
Financial Planner
Antonio Scaletti, CFP®
Financial Planner
Tovin McGovern, CFP®
Financial Planner
Mathew Litsheim
Financial Planner
Cole Beckwith, MBA
Financial Planner
Daniel Applegate
Financial Planner
Shawna Perow
Operations, Partner
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.
