Memphis, TN International Drive Office

Sahil Sury is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Telarray, LLC and Servicemaster. Outside of his advisory role, he owns a rental property. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad 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 for long-term goals alongside selective private market exposure.

Owen Keith is a CFP® professional with 15 years of industry experience currently serving at Creative Planning. He previously worked for FSG Investment Management, LLC for 13 years before joining Creative Planning in 2023. 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 emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Madeline Stephens is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2023, she held roles at Telarray and several other companies. Outside of her advisory work, she serves as a social media manager and event coordinator for a wedding venue in Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Michael Shaul is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2023, following an 18-year tenure at FSG Investment Management and ongoing involvement with Paessler Shaul, LLC since 2004. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tax-efficient and equity management techniques.

Andrew Kratz is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Creative Planning since 2023 and previously spent 11 years at FSG Investment Management. He is based in Memphis, TN. 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 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.

Michael Shaul is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Creative Planning since 2023 and previously spent eight years at FSG Investment Management. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving 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 broad range of affiliated legal, trust, and retirement plan services.