Lawrence Warren is a financial advisor at Creative Planning with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Keystone Wealth Partners and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns a tax service business and a credit card processing company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and supplemental strategies, alongside a range of affiliated legal, trust, and recordkeeping services.

Kent Anderson is a Series 65-licensed financial advisor at Creative Planning with six years of industry experience. He previously worked at Keystone Wealth Management and has a background that includes roles with the Girl Scouts and the American Cancer Society. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Theresa Anderson is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Keystone Wealth Partners and positions in education, including teaching at Shiloh Christian School and Kindred Public School District. She also provided private piano instruction for six years. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.