Emily Reeves is a Series 66-licensed financial advisor with Creative Planning, where she has worked since 2024. She has four years of industry experience, including prior roles at Raymond James Financial Services Advisors and Krivoshein McDaniels Financial. Reeves also has experience with Washington State University programs and worked in hospitality early in her career. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing comprehensive investment advisory and financial planning services. The firm emphasizes a financial planning-led investment process with a focus on low-cost indexing and offers an array of supplemental strategies and retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Jacob Crawford is a Series 66-licensed financial advisor at Creative Planning with four years of industry experience. Prior to joining Creative Planning in 2024, he worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Krivoshein McDaniels Financial from 2022 to 2024. Before entering the financial sector, he spent five years at Foothills Physical Therapy and three years at Midwestern University. 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 focused on low-cost indexing, buy-and-hold strategies, and offers access to private market investments while managing approximately $295.6 billion in client assets.

Kimberly Mcdaniels is a financial advisor at Creative Planning with 16 years of industry experience and holds a Series 66 designation. She has previously worked at Raymond James Financial Services and Edward Jones. Mcdaniels is also a part owner of Krivoshein McDaniels Financial, where she is involved in business management and operations. 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 incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by a broad range of sub-advisory and institutional services.