Perry serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan to address their goals and most complex financial needs. Perry practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning.
Perry brings more than 14 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he worked for an independent advisory firm as a Senior Financial Adviser. Perry was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Perry is a Chartered Financial Consultant professional as designated by the American College of Financial Services.
Perry and his wife, Rachael, have three children – Charlotte, Ethan, Ainsley, and soon to be baby brother due June of 2022. He enjoys golf, fitness, Boston sports, and serving in his church and community.
*See all Creative Planning disclosures and sources.