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Two Managing Directors Named to NAPA’s 2023 Top Women Advisors List

OVERLAND PARK, Kan., Oct. 19, 2023 — Sally Johnson and Courtney Stroope, both Managing Directors at Creative Planning Retirement Services, were named to the National Association of Plan Advisors (NAPA) 2023 Top Women Advisors list.*

NAPA created the Top Women Advisors accolade in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

“Congratulations to Sally and Courtney,” said Creative Planning President & CEO Peter Mallouk. “They both have had an enormously positive impact on their communities, and their leadership in the retirement services planning industry speaks for itself. Their commitment to excellence in their field and outstanding service to their clients is reflected by the receipt of this award.”

More than 500 nominees for this year’s award program were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Those questionnaires were then reviewed and scored by a panel of judges who ultimately determined the final list of 119 honorees.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning has more than $245 billion in combined assets under management and advisement as of July 1, 2023.

Third-party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. Additional important disclosure information about our industry recognition may be found at https://creativeplanning.com/important-disclosure-information/.


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