Creative Planning Executive and Leadership Team

Peter Mallouk, the President & Chief Executive Officer at Creative Planning, directs the firm's overall strategic vision and operational execution. Mallouk guides the integration of personalized financial planning and investment services, ensuring a comprehensive, planning-led approach. This leadership encompasses the synergy between tax, estate planning, and investment expertise to foster client long-term financial success. Overseeing all major business units, Peter Mallouk drives the company's market position and growth initiatives. The Chief Executive Officer ensures alignment with the firm's core mission of delivering exceptional value and achieving client prosperity through meticulous financial strategy and execution.

Aaron Mahan, the Chief Financial Officer, Virtual at Creative Planning, oversees the financial strategy and fiscal management for the firm's virtual operations. Mahan ensures robust financial planning and analysis to support the delivery of personalized investment services. This role involves managing budgets, financial reporting, and resource allocation to enhance the comprehensive, planning-led approach. Driving financial discipline, Aaron Mahan contributes to the firm's ability to achieve long-term financial success for its clients by maintaining a strong financial foundation. The Chief Financial Officer, Virtual's expertise is vital for sustainable growth and operational integrity across all virtual service delivery channels.

Jeffrey Charlson, the Chief Financial Officer, Virtual & Construction Advisor at Creative Planning, directs financial operations for virtual services and provides specialized advisory for construction-related financial planning. Charlson ensures that financial strategies align with the firm's comprehensive, planning-led approach, integrating expertise in taxes, estate planning, and investments. This dual role supports clients in achieving long-term financial success through meticulous financial oversight and construction-specific guidance. Driving fiscal responsibility and strategic financial insights, Jeffrey Charlson enhances the firm's capacity to serve a diverse client base. The Chief Financial Officer, Virtual & Construction Advisor's contributions are key to navigating complex financial landscapes.

Travis Scheving, the Chief Financial Officer, Virtual at Creative Planning, manages the financial health and strategic fiscal planning for the firm's remote service delivery channels. Scheving ensures that financial operations effectively support the provision of personalized investment services, strengthening the comprehensive, planning-led approach. This leadership involves overseeing financial reporting, budgeting, and resource allocation to optimize client outcomes. Driving financial integrity, Travis Scheving contributes to the firm's capacity to achieve long-term financial success for its clientele by ensuring sound financial management. The Chief Financial Officer, Virtual's role is integral to maintaining the firm's fiscal stability and growth trajectory.

John Zulk, the Chief Financial Officer, Virtual at Creative Planning, directs the financial strategy and oversight for the firm's virtual client engagements. Zulk ensures that financial processes align with the delivery of personalized financial planning and investment services, reinforcing the comprehensive, planning-led approach. This role involves managing financial performance metrics and resource deployment to enhance client long-term financial success. Driving fiscal prudence, John Zulk plays a key part in maintaining the firm's financial stability and supporting its strategic objectives. The Chief Financial Officer, Virtual's expertise is crucial for navigating the financial complexities of remote service provision.

Jonathan Knapp, the Chief Operating Officer at Creative Planning, manages the day-to-day operational functions and process optimization across the firm. Knapp ensures the seamless execution of personalized financial planning and investment services, reinforcing the comprehensive, planning-led approach. This oversight includes streamlining workflows that combine expertise in taxes, estate planning, and investing to maximize client benefit. Driving operational excellence, Jonathan Knapp focuses on enhancing efficiency and service delivery to support the firm's commitment to client long-term financial success. The Chief Operating Officer's role is critical in maintaining high standards of service and operational integrity.

Nick Jacobson, the Chief Marketing Officer at Creative Planning, architects the firm's brand strategy and market outreach. Jacobson oversees the development and implementation of campaigns that communicate the value of personalized financial planning and investment services. This role ensures the firm's comprehensive, planning-led approach, combining expertise in taxes, estate planning, and investing, resonates with target audiences. Driving client acquisition and retention, Nick Jacobson leads initiatives to enhance market visibility and client engagement. The Chief Marketing Officer's efforts directly support the company's objective of achieving long-term financial success for its clientele through effective communication of its unique service model.

Chatten Scruggs, the Chief Technology Officer at Creative Planning, spearheads the firm's technological infrastructure and innovation roadmap. Scruggs ensures that the technology stack effectively supports the delivery of personalized financial planning and investment services, enhancing the comprehensive, planning-led approach. This leadership involves integrating advanced solutions for tax, estate planning, and investment management to optimize client outcomes. Overseeing the development and deployment of new technologies, Chatten Scruggs drives operational efficiency and client experience improvements. The Chief Technology Officer's focus is on leveraging technology to solidify Creative Planning's position in achieving long-term financial success for its clients.

Jordan Michaelsen, the Chief Information Officer, Virtual at Creative Planning, leads the strategic direction and implementation of information technology for the firm's virtual operations. Michaelsen ensures that technology infrastructure robustly supports personalized financial planning and investment services, enhancing the comprehensive, planning-led approach. This leadership involves leveraging digital solutions to integrate expertise in taxes, estate planning, and investing for optimal client outcomes. Driving technological advancement, Jordan Michaelsen focuses on enhancing data security, system efficiency, and user experience for virtual clients. The Chief Information Officer, Virtual's role is pivotal in maintaining Creative Planning's competitive edge and commitment to client long-term financial success.

Justin Tagtow, the Chief Information Officer, Virtual at Creative Planning, oversees the technological framework supporting the firm's virtual client services. Tagtow ensures that information systems effectively facilitate personalized financial planning and investment management, reinforcing the comprehensive, planning-led approach. This role involves managing the integration of tools for tax, estate planning, and investment analysis to maximize client benefit. Driving innovation in digital service delivery, Justin Tagtow focuses on enhancing system reliability and accessibility for clients engaging remotely. The Chief Information Officer, Virtual's leadership is essential for maintaining operational continuity and supporting the firm's objective of achieving long-term financial success.