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Madeline Neumeier, CFP®

Wealth Manager
Madeline serves as a 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. Madeline has spent her entire career in the financial services industry and has developed an in-depth knowledge for giving her clients a truly comprehensive planning and investment experience to meet their goals. Madeline received her Bachelor of Business Administration degree in finance from Loyola University Chicago. She’s also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Madeline enjoys spending time outdoors golfing, fishing and hunting. She loves to share these hobbies with her friends, family and black lab, Costa.

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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