McKenna Girtz, CFP®
McKenna 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. Prior to joining Creative Planning, McKenna worked for an independent investment advisory firm as a financial advisor. McKenna has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. McKenna received her Bachelor of Science degree in business administration from Marquette University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. McKenna and her fiancé, Ben, enjoy golfing, traveling and spending time outdoors with their dog, Kingsley.
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