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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.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team


John Hagensen, MSFS, CFP®, CFS, CTS, CIS, CES
Managing Director, Partner
Carlton Weber, CFP®
Wealth Manager
Tigran Unciano, CFA, CFP®
Wealth Manager, Partner
Dan Pallesen, CFP®
Wealth Manager
Nick Lombardozzi, CFP®, CKA®
Wealth Manager
Nick Karabas, JD
Wealth Manager, Partner
Ealing Jahn, CFP®
Wealth Manager, Partner
Tim Hatton, CFP®, AIF®
Wealth Manager, Partner
Jim Hatton, CFP®, AIF®
Wealth Manager, Partner
Chad Fletcher, CFP®, ChFC®, RICP®
Wealth Manager
Perry Dufresne, ChFC®
Wealth Manager
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
Kenny Gatliff, CFA®
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.