Creative Planning Executive and Leadership Team

Gregory Sullivan, the Co-Chief Executive Officer at Creative Planning, directs the firm's strategic vision and operational execution. Sullivan collaborates with the President & Chief Executive Officer to refine the company's planning-led approach, ensuring seamless integration of tax, estate, and investment services. Overseeing key strategic initiatives, Sullivan drives the expansion of the firm's client-centric financial planning methodologies across its North American operations. This leadership role involves fostering a culture of excellence and innovation within the executive team, directly impacting the achievement of long-term financial success for clients. By aligning departmental objectives with the overarching mission, Gregory Sullivan ensures the firm consistently delivers personalized and comprehensive wealth management solutions. Sullivan's focus remains on enhancing service delivery and operational efficiency to solidify Creative Planning's market position.

Peter Mallouk, the President & Chief Executive Officer at Creative Planning, architects the firm's overarching strategy and market presence. Mallouk leads the executive team in advancing the company's mission to provide personalized financial planning and investment services through a comprehensive, planning-led methodology. This involves driving innovation in how expertise in taxes, estate planning, and investing is combined to achieve client financial success. Mallouk's leadership ensures that Creative Planning maintains its independent wealth management status and commitment to client-first principles across all operational regions. By championing the firm's core values, Peter Mallouk guides the organization in navigating complex financial landscapes and delivering exceptional value. The President & Chief Executive Officer's strategic direction is critical to sustaining growth and reinforcing the company's reputation for long-term financial prosperity.

Travis Scheving, the Chief Financial Officer, Virtual at Creative Planning, provides strategic financial oversight and guidance. Scheving focuses on optimizing the financial health of the firm by analyzing key performance indicators and developing financial models that support long-term growth. This virtual role involves collaborating with executive leadership to ensure robust financial planning and resource allocation, aligning with the company's comprehensive wealth management services. The Chief Financial Officer, Virtual contributes to the firm's independent status by ensuring sound financial management practices. By offering virtual financial expertise, Travis Scheving supports the strategic decision-making processes that drive client financial success and operational efficiency. Scheving's insights are crucial for maintaining financial stability and achieving the firm's ambitious objectives.

Kristie Sams-Faulkner, the Chief Financial Officer, Fractional Operational & Strategic Finance Advisor & Creative Planning Operations Leader at Creative Planning, drives financial strategy and operational efficiency. Sams-Faulkner provides fractional leadership in financial management, advising on strategic initiatives that enhance the firm's comprehensive planning-led approach. This role involves optimizing financial operations and ensuring the effective integration of investment, tax, and estate planning services to support client success. As a key advisor, Kristie Sams-Faulkner contributes to the firm's independent wealth management model by implementing robust financial controls and strategic planning frameworks. The focus remains on driving sustainable growth and achieving long-term financial prosperity for both the firm and its clients. Sams-Faulkner's expertise is instrumental in guiding financial decisions and operational improvements.

Nathan Funke, the Chief Financial Officer & Virtual Manager, Finance at Creative Planning, oversees financial operations and reporting. Funke manages the firm's financial health, ensuring accuracy in accounting, budgeting, and forecasting to support the comprehensive wealth management services offered. This virtual role involves collaborating with executive leadership to implement sound financial strategies that align with the company's planning-led approach and commitment to client success. The Chief Financial Officer & Virtual Manager, Finance plays a critical part in maintaining the firm's financial integrity and supporting its independent operational model. By providing virtual financial management expertise, Nathan Funke contributes to the firm's ability to achieve its long-term financial goals and deliver exceptional value to clients. Funke's oversight ensures financial stability and supports strategic growth initiatives.

Gary Ritchie, the Director - Chief Financial Officer Services at Creative Planning, leads the delivery of specialized financial advisory services to clients. Ritchie focuses on providing expert guidance in financial planning, investment strategy, and wealth management, leveraging the firm's comprehensive, planning-led approach. This role involves collaborating with clients to integrate tax, estate planning, and investment considerations, thereby facilitating their long-term financial success. The Director - Chief Financial Officer Services ensures that clients receive tailored advice that aligns with their unique financial objectives and the firm's independent ethos. By offering strategic financial direction, Gary Ritchie plays a key part in enhancing client outcomes and reinforcing Creative Planning's reputation for excellence. Ritchie's expertise is vital in guiding clients toward achieving their financial prosperity.

Jonathan Knapp, the Chief Operating Officer at Creative Planning, manages the day-to-day operational functions and process optimization across the firm. Knapp ensures that the company's comprehensive, planning-led approach is executed efficiently, integrating expertise in taxes, estate planning, and investing to support client financial success. Overseeing internal operations, the Chief Operating Officer drives initiatives aimed at enhancing service delivery and operational scalability throughout the organization. This leadership role involves streamlining workflows and implementing best practices to uphold Creative Planning's commitment to independence and client satisfaction. By focusing on operational excellence, Jonathan Knapp contributes significantly to the firm's ability to achieve its long-term financial objectives. Knapp's dedication to efficient operations underpins the delivery of personalized wealth management solutions.

Nick Jacobson, the Chief Marketing Officer at Creative Planning, spearheads all brand initiatives and client acquisition strategies. Jacobson directs the development and execution of marketing campaigns that highlight the firm's comprehensive, planning-led approach to wealth management. This involves translating the expertise in taxes, estate planning, and investing into compelling narratives that resonate with prospective clients across various markets. Overseeing digital presence and public relations, the Chief Marketing Officer ensures consistent messaging that underscores Creative Planning's commitment to long-term financial success. Jacobson's role is pivotal in expanding the firm's reach and reinforcing its independent status. By analyzing market trends and client needs, Nick Jacobson drives strategic marketing efforts that support the company's growth objectives and enhance its reputation for delivering personalized financial solutions.

Chatten Scruggs, the Chief Technology Officer at Creative Planning, leads the firm's technological infrastructure and digital transformation efforts. Scruggs oversees the development and implementation of innovative technology solutions that support the company's comprehensive financial planning and investment services. This includes ensuring the security and efficiency of systems that integrate tax, estate planning, and investment data, thereby enhancing the client experience. The Chief Technology Officer is responsible for leveraging technology to drive operational excellence and facilitate the achievement of long-term financial success for clients. By staying at the forefront of technological advancements, Chatten Scruggs ensures Creative Planning maintains a competitive edge in the independent wealth management sector. Scruggs's strategic vision for technology directly supports the firm's ability to deliver personalized and effective financial guidance.

Justin Tagtow, the Chief Information Officer, Virtual at Creative Planning, directs the firm's information technology strategy and infrastructure. Tagtow oversees the implementation and management of technology solutions that enhance the delivery of personalized financial planning and investment services. This virtual role ensures the secure and efficient integration of systems supporting tax, estate planning, and investment data, crucial for client financial success. The Chief Information Officer, Virtual is responsible for maintaining a robust technological framework that supports Creative Planning's comprehensive, planning-led approach and its independent operational model. By leveraging technology, Justin Tagtow drives innovation and operational efficiency, contributing to the firm's long-term growth and client satisfaction. Tagtow's leadership ensures the firm remains technologically advanced and secure.