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Minneapolis/Saint Paul Area

Providing financial peace of mind across the globe and in your local area.


About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Minneapolis/Saint Paul Area 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


International Services

Meet Your Team

Travis Bezella, MBA, CFP®
Managing Director, Partner
Brad Johnston, CPWA
Managing Director
David Burgess, CFA, CFP®
Managing Director, Partner
Mike Giefer, JD, MBA, CFP®
Wealth Manager, Partner
Sandra Harder, CPA
Wealth Manager
Ty Johnston, AIF®
Wealth Manager, Partner
Jeremy Myrum, MBA, CFP®, ChFC®
Wealth Manager
Alexis Trauger, MBA, CFP®
Wealth Manager
Placeholder Headshot
Ben Meyers, CFP®
Financial Planner
Jenna Heimbaugh
Financial Planner
Andrew Keating
Financial Planner
Amy Pavlis, CFP®, MBA
Financial Planner
Thomas Roffers, CFP®
Financial Planner
Tizzi Blackburn, CPA
Tax, Partner
Audrey Horton, CPA
Clayton Harper

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.