Halle Holmes, CFP®, CPA

Halle serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Halle has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she served as an audit associate at a large accounting firm, where she worked with clients in the financial services industry.

Halle received both her Bachelor of Science degree in accounting and her Master of Science degree in accounting from the University of Kansas. She is a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.

Halle and her husband, Grant, have one child, Harper. In her spare time, Halle enjoys spending time with her family and friends, traveling, staying active and trying new restaurants in Kansas City.