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Jeff Brownlee, CFP®

Wealth Manager
Jeff serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Jeff covers all aspects of professional wealth management. Jeff earned a Bachelor of Science degree in Accounting and Finance as well as a Master of Science degree in Accounting from Kansas State University. Jeff is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Jeff and his wife, Madeline, are expecting their first child (a girl!). In his spare time, Jeff enjoys playing golf, watching sports, trying new restaurants, and spending time with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021