Austin, TX Congress Avenue Office

Claudia Nybo is a Certified Financial Planner (CFP®) with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. She previously worked for Diversified and its affiliated entities for a decade before joining Creative Planning in 2022. Based in Austin, TX, she holds Series 63 and Series 65 licenses. 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 broad suite of supplemental investment and retirement plan services, alongside affiliated legal, trust, and recordkeeping businesses.

Pamela Raffaele is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 65 designation and previously worked at Ml&R Wealth Management, LLC for 18 years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets through a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad suite of retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Christine Devries is a financial advisor at Creative Planning with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior work includes roles at Milliman, Austin Independent School District, Diversified Investors Securities Corp., Diversified Investment Advisors, and Wells Fargo Investments. 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 that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in assets.

Alex Pollard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he spent one year with Ameriprise Financial Services, Inc. Outside of his advisory role, Pollard is involved in property management and construction through ownership of Pollard Enterprises, LLC, and manages additional rental property businesses. 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 that emphasizes low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through a broad network of advisors.