Managing Director, Partner
Cole serves as a Partner and Managing Director of the Emerging Wealth department at Creative Planning. Cole oversees a team of advisors that help individuals and families achieve financial independence.
Cole has been in the financial services industry since 2008 and has focused on individualized financial planning since 2012. Cole works with his team and clients to develop a strategic gameplan encompassing savings, taxes, insurances, estate planning, and investments into one easy to follow financial plan. Prior to joining Creative Planning, Cole worked for a Registered Investment Advisory firm as an Operations Analyst and Investment Manager.
Cole received his Bachelor of Business Administration degree from Kansas State University.
Cole and his wife, Michelle, have two children – Owen and Peyton. Outside of work, Cole enjoys being very involved in his kids’ lives along with golfing, fishing, hunting, and most other outdoor activities.
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