Jennifer Henry is a CFP® professional with eight years of experience in financial advising. She has worked at Creative Planning since 2020 and previously was an advisor at Stepp & Rothwell, Inc. from 2016 to 2019, with a one-year period as a homemaker in between. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Samuel Dominguez is a financial advisor with Creative Planning in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at American Century Investment Services, Inc. for eight years before joining Creative Planning in 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Austin Hinck is a CFP® with eight years of industry experience, currently an advisor at Creative Planning. His prior work includes seven years at American Century Investment Services and professional roles at Uber, Ferrell Capital Inc., and Men’s Wearhouse. He also has experience at the University of Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Robert Pascuzzi is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he held roles at Premier Payment Resources, Voss Coaching Co., and Ryan Transportation. He also has experience working in education at the University of Kansas and Rockhurst High School. Creative Planning provides 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and institutional services.

Dylan Freberg is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Creative Planning since 2022 and previously held roles at Boyer Corporon Wealth Management, Stallard Technologies Inc., and the University of Kansas. Creative Planning is a wealth management firm serving individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets.

Cassidy Mc Master is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning, where she has worked since 2024. Her prior roles include positions at American Century Investments and KU Business Career Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Mark Lenz is a Series 65-licensed advisor with Creative Planning in Overland Park, KS. He joined Creative Planning in 2026 and previously worked in various roles including at American Century Investments and Zips Car Wash. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Taylor Graham is a financial advisor at Creative Planning with seven years of industry experience. He holds the CFP® designation and has worked at Creative Planning since 2024, following a seven-year tenure at Mader & Shannon Wealth Management. Graham is also an agent of record for life insurance policies with Mutual of Omaha and Protective Life. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Brett Benjamin is a financial advisor at Creative Planning with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including AREA Real Estate Advisors, American Century Investment Services, Ivy Funds Distributor Inc, and Waddell & Reed Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jay Jasnoski is a financial advisor at Creative Planning with 28 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Creative Planning in 2018, he worked at Farmers Financial Solutions, Farmers Insurance Group, and VSR Financial Services, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm’s investment approach emphasizes financial planning-led strategies, low-cost indexing, and long-term buy-and-hold methods supplemented by direct indexing and private market exposure.

Paul Jensen is a financial advisor with Creative Planning in Overland Park, KS. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Creative Planning in 2020, he worked at Wells Fargo Clearing and Wells Fargo Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Mikayla Lowman is a CFP® and Series 65-licensed financial advisor with Creative Planning, where she has worked since 2014. She has 10 years of industry experience and is based in Overland Park, KS. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting. Its integrated services also include affiliated legal, trust, and recordkeeping businesses.

Michael Wolverton is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Creative Planning in Overland Park, KS. He previously worked for Waddell & Reed for 16 years and took a four-year sabbatical before joining Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Kendall Allender is a financial advisor at Creative Planning with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Century Investment Services, Inc., Kansas State Athletics, Ken's Pizza, and Prairie Dune's Country Club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including 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, supplemented by various strategies and a broad range of affiliated non-investment businesses.

Caden Wolf is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he worked in various roles in the food service and car wash industries. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Caroline Flannagan is a financial advisor with Creative Planning, holding a Series 65 credential and beginning her advisory career in 2025. Her prior experience includes roles at Arvest Bank, UMB Bank, and various positions outside the financial industry, including work with Sky Ranch Camps and John Brown University. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Katie Stamp is a financial advisor at Creative Planning with a Series 65 credential and has been in the industry since 2025. Prior to joining Creative Planning, she worked at KPMG for six years and held positions at the University of Kansas. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by other portfolio management techniques and private market investments.

Jenna Gilbo is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Her prior work includes roles at Hudl, Sunlighten, and the University of Nebraska-Lincoln. She also spent four years with the Heartland Soccer Association. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market investments.

Jason Pugh is a CFP® and Series 65-registered advisor with Creative Planning, LLC, bringing one year of industry experience. Prior to joining Creative Planning, he worked in roles at Ryan Transportation, Ss&C, Pickleman's Gourmet Cafe, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Madison Johnson is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 license and has previously worked at Jorns and Associates LLC, Konza, and Bourbon and Baker. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed portfolios, and private market investments.