St. Louis Area

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 St. Louis Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron's 2017
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12818 Daylight Circle, Des Peres, MO 63131

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Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Beth Sharpe-Verdugo

Managing Director, Partner

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Jacinda Torre

Managing Director, Director Client Engagement, Partner

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Jim Reding, JD, CTFA, AIF®

Managing Director, Partner

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Brigid Jones-Mook, CFP®

Wealth Manager, Partner

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Gabe Wilson, CPWA®, CFP®, AAMS®

Wealth Manager, Partner

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Joe Goltermann, CFP®, CPA

Wealth Manager, Partner

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Melissa Yost, CPA

Wealth Manager, Partner

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Ron Adkison, CFP®

Wealth Manager, Partner

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