Partner / Chief Compliance Officer
Executive leader who operates at the intersection of strategy and compliance; values people and understands the importance of relationships; and believes that integrity is foundational. Prudent problem solver, trusted advisor, and mentor.
Extraordinary ability to quickly establish trust and drive success in achieving organizational objectives. Particularly effective with navigating complex and competing interests and perspectives. Relied upon for demonstrated focus and ability to build bridges over conflict.
Current Role
- Company Name: Creative Planning
- Job Title: Partner / Chief Compliance Officer
- Start Date: February 2022
- Company Industry: Financial Services
- Location: Leawood, Kansas, United States
An independent wealth advisory firm with $225 billion combined assets under management & advisement as of 12/31/21 and clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
Previous Role:
- Company Name: Creative Planning
- Job Title: Chief Compliance Officer
- Start Date: July 2021
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