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Andrew P
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Andrew Prignitz is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies and manages approximately $295.6 billion in client assets.
Austin K
Series 65, Series 66
Overland Park, KS
Creative Planning
Austin Keller is a financial advisor at Creative Planning with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Creative Planning, he held positions at Hilti North America, Joe's Kansas City Barbeque, and several educational institutions including the University of Kansas and Olathe South High School. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other portfolio management techniques, supported by a large advisory team and centralized infrastructure.
Matthew T
CFP®, Series 63, Series 66
Overland Park, KS
Creative Planning
Matthew Tomlin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at HighTower Advisors LLC and American Century Investment Services, Inc., and has experience in both the investment services industry and academia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.
Brenna S
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Brenna Saunders is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2007. She holds Series 63 and Series 65 licenses and is based in Overland Park, Kansas. Creative Planning provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and combines a financial planning–led investment approach with a range of supplemental strategies, supported by affiliated legal, trust, and retirement plan service businesses.
Noah B
Series 66
Overland Park, KS
Creative Planning
Noah Brown is a financial advisor at Creative Planning with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, UPS, Cable Dahmer, and Chipotle. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.
John D
CFP®, Series 65
Overland Park, KS
Creative Planning
John Dimarco is a CFP® and Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. His prior roles include positions at The Country Club at Loch Lloyd and Cummins, Coffman, and Schmitlien CPAs PA, as well as academic affiliations with the University of Missouri-Kansas City and the University of Kansas. Creative Planning provides investment advisory and financial planning services to a diverse 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.
Zachary R
Series 65
Overland Park, KS
Creative Planning
Zachary Riggins is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Before joining Creative Planning in 2021, he worked at Broadridge Financial Solutions and Cerner Corporation. He also serves as an assistant boys' basketball coach at Shawnee Mission Northwest High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of supplemental investment options and affiliated non-investment businesses such as a law firm and trust company.
Adam H
CFP®, Series 63, Series 66
Overland Park, KS
Creative Planning
Adam Hoopes is a CFP®-certified financial advisor with Creative Planning, based in Overland Park, KS, and has 21 years of industry experience. He worked at Stepp & Rothwell, Inc. for 10 years before joining Creative Planning in 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.
Julie S
CFP®, Series 65
Overland Park, KS
Creative Planning
Julie Schieffer is a CFP® and Series 65-licensed financial advisor at Creative Planning with six years of industry experience. She has worked at Creative Planning since 2021 and previously spent seven years at Sprint. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.
Grant C
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Grant Cetola is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. His work history includes roles at Mutual Securities, Intellicents, Orion Advisor Technology, and AXA Advisors, among others. He is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, 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 through more than 1,100 advisors nationwide.
Mackenzie B
Series 65
Overland Park, KS
Creative Planning
Mackenzie Buysse is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. She has been with Creative Planning since 2020 and previously worked at Kansas State University for five years. 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 and buy-and-hold strategies, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.
Janae L
CFP®
Overland Park, KS
Creative Planning
Janae Linenberger is a CFP® with ten years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.
Robert O
Series 63, Series 66
Overland Park, KS
Creative Planning
Robert Oldaker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald & Co., Macquarie Investment Management, Delaware Distributors, Ivy Distributors, and Waddell & Reed. 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, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.
Peter M
Series 65
Overland Park, KS
Creative Planning
Peter Mitchell 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 at KPMG for five years and has held positions at the University of Kansas, UMB Bank, and other companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets across more than 1,100 advisors and 151 offices.
Sean F
Series 63, Series 65
Overland Park, KS
Creative Planning
Sean Findley is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Century Investment Services, Edelman Financial Engines, AE Wealth Management, Retirement Solutions Group, Ivy Investments/Waddell and Reed, and Great West Financial. 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 specialized execution and retirement plan services.
Jeremy N
Series 65
Overland Park, KS
Creative Planning
Jeremy Newport is a financial advisor at Creative Planning with one year of experience at the firm. He holds the Series 65 designation and has a background that includes five years at Student Mobilization and previous roles at Kansas State University and Trinity Academy. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a range of institutional services and affiliated legal and accounting resources.
Rachael T
CFP®, Series 66
Overland Park, KS
Creative Planning
Rachael Thorn is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Her prior experience includes roles at Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Corp, and Central Financial Services Wichita. Outside of finance, she has a background in the food service industry through her work with Ziggy's Pizza. 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 offers a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.
Eric J
CFP®, Series 63
Overland Park, KS
Creative Planning
Eric Jones is a financial advisor with Creative Planning in Overland Park, KS. He holds the CFP® designation and has 19 years of industry experience, including prior work at Stepp & Rothwell, Inc. before joining Creative Planning in 2017. 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 with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure.
William G
Series 65
Overland Park, KS
Creative Planning
William Gnad is a financial advisor at Creative Planning with one year of industry experience. He holds a Series 65 designation and has prior work experience in banking and corporate roles, including positions at Commerce Bank and Lozier Corporation. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Karley C
CFP®, Series 65
Overland Park, KS
Creative Planning
Karley Colclasure is a CFP® with four years of industry experience, currently advising clients at Creative Planning. Her prior work includes roles in hospitality and health clubs, including a position at Library Sports Bar. Creative Planning provides comprehensive wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and trusts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by a range of active and passive investment options and specialized services.
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