Creative Planning Executive and Leadership Team

David Hinnenkamp, the Chief Executive Officer, Creative Planning Business Services at Creative Planning, directs the expansion of specialized advisory solutions for business owners. Overseeing the integration of succession planning and risk management, the Chief Executive Officer, Creative Planning Business Services ensures that corporate clients receive tailored fiduciary guidance. This leadership role involves scaling service delivery models to meet the complex needs of institutional partners across North American markets. By aligning internal resources with client objectives, David Hinnenkamp drives operational efficiency and long-term growth for the business services division. Hinnenkamp maintains rigorous standards for financial planning, ensuring that every strategy supports the overarching mission of the firm. Through constant collaboration with other executive leaders, the Chief Executive Officer, Creative Planning Business Services optimizes the firm's ability to provide comprehensive, integrated financial solutions that secure the future of diverse business enterprises.

Peter Mallouk, the President & Chief Executive Officer at Creative Planning, architects the firm's overarching strategic vision and fiduciary commitment. Overseeing the entire wealth management ecosystem, the President & Chief Executive Officer ensures that all investment management, tax strategy, and estate planning services remain aligned with client-centric goals. This leadership role involves guiding the firm through national market expansion while maintaining the integrity of personalized financial advice. By fostering a culture of excellence, Peter Mallouk drives the firm's reputation as a leader in independent financial advisory services. Mallouk manages high-level relationships with institutional partners and individual clients, ensuring that the firm's integrated solutions address complex financial challenges. Through the continuous refinement of service models, the President & Chief Executive Officer secures the firm's position as a premier provider of comprehensive financial planning and wealth management solutions for diverse client bases.

David Kaye, the Chief Financial Officer at Creative Planning, directs the firm's financial operations, capital allocation, and fiscal planning. Overseeing the financial health of the organization, the Chief Financial Officer ensures that all business units operate with efficiency and transparency. This leadership role involves managing the firm's budgetary processes, financial reporting, and long-term fiscal strategy to support sustainable growth. By monitoring key performance indicators, David Kaye drives the firm's ability to invest in technology and talent. Kaye collaborates with the executive team to align financial resources with the firm's strategic objectives, ensuring that the fiduciary mission remains supported by a robust financial foundation. Through the management of corporate assets and risk, the Chief Financial Officer secures the firm's stability in a competitive market. Kaye maintains a focus on operational excellence, ensuring that the firm continues to provide comprehensive, integrated financial solutions to its clients.

Chatten Scruggs, the Chief Technology Officer at Creative Planning, architects the firm's digital infrastructure and technological capabilities. Overseeing the development of secure, scalable platforms, the Chief Technology Officer ensures that financial professionals have the tools necessary to deliver personalized, fiduciary-based advice. This leadership role involves managing cybersecurity, data analytics, and the integration of new technologies to enhance client service delivery. By driving digital transformation, Chatten Scruggs supports the firm's ability to provide integrated financial solutions efficiently. Scruggs collaborates with other executive leaders to align technology investments with the firm's strategic goals, ensuring that all systems support the firm's mission. Through the implementation of innovative software and infrastructure, the Chief Technology Officer secures the firm's competitive edge in the wealth management industry. Scruggs maintains a focus on operational reliability and security, ensuring that the firm's digital environment remains robust and responsive to the needs of clients and staff.

Clay Baker, the Managing Director at Creative Planning, directs the delivery of high-net-worth wealth management services. Overseeing the implementation of complex investment strategies, the Managing Director ensures that client portfolios align with long-term financial objectives and risk management parameters. This leadership role involves coordinating with tax and estate planning specialists to provide holistic financial solutions for families and individuals. By focusing on client retention and service quality, Clay Baker drives the growth of the firm's regional presence. Baker monitors market trends to adjust asset allocation strategies, ensuring that the firm remains responsive to shifting economic conditions. Through the application of fiduciary principles, the Managing Director maintains the highest standards of professional conduct. Baker supports the firm's mission by delivering personalized, integrated advice that addresses the unique needs of every client, ultimately contributing to the overall stability and success of the wealth management division.

Kenneth Zarske, the Managing Director at Creative Planning, oversees the development of retirement planning and institutional investment strategies. Directing the firm's approach to complex financial structures, the Managing Director ensures that retirement solutions meet the evolving needs of business owners and institutional clients. This leadership role involves managing cross-functional teams to deliver integrated tax and succession planning services. By optimizing internal processes, Kenneth Zarske drives operational efficiency and enhances the quality of client interactions. Zarske collaborates with other senior leaders to refine the firm's investment philosophy, ensuring that all advice remains grounded in fiduciary responsibility. Through the execution of strategic initiatives, the Managing Director expands the firm's reach within the retirement services sector. Zarske maintains a focus on long-term value creation, ensuring that every client receives comprehensive, personalized guidance that supports financial security and growth across diverse market environments.

Jeffrey Petrone, the Managing Director at Creative Planning, directs the firm's efforts in estate planning and family office services. Overseeing the coordination of multi-generational wealth transfer strategies, the Managing Director ensures that complex family assets receive meticulous management and tax-efficient structuring. This leadership role involves working closely with legal and financial experts to provide comprehensive solutions for high-net-worth individuals. By prioritizing personalized service, Jeffrey Petrone drives the firm's reputation for excellence in family office management. Petrone monitors regulatory changes and market shifts to provide proactive advice, ensuring that all strategies remain compliant and effective. Through the integration of risk management and investment oversight, the Managing Director supports the long-term financial health of the firm's clients. Petrone contributes to the firm's mission by delivering sophisticated, fiduciary-based guidance that addresses the unique, multifaceted needs of families seeking to preserve and grow their wealth.

Luka Arnerich, the Managing Director at Creative Planning, oversees the firm's investment management operations and portfolio construction. Directing the analysis of market opportunities, the Managing Director ensures that investment strategies remain aligned with the firm's fiduciary standards and client risk profiles. This leadership role involves managing the implementation of diversified asset allocation models across various client segments. By leveraging data-driven insights, Luka Arnerich drives the performance of investment portfolios and enhances the overall client experience. Arnerich collaborates with the broader investment team to refine research methodologies and execution strategies. Through the application of rigorous financial analysis, the Managing Director supports the firm's commitment to providing comprehensive, integrated wealth management solutions. Arnerich focuses on delivering consistent results, ensuring that every investment decision contributes to the long-term financial success of the firm's diverse client base, from individuals to large institutions.

Joe Goltermann, the Managing Director at Creative Planning, directs the firm's business development and client acquisition strategies. Overseeing the expansion of the firm's footprint, the Managing Director ensures that new clients receive seamless onboarding and access to the full suite of financial planning services. This leadership role involves building relationships with prospective clients and institutional partners to drive sustainable growth. By identifying market opportunities, Joe Goltermann drives the firm's competitive positioning in the wealth management industry. Goltermann coordinates with internal teams to ensure that service delivery remains consistent with the firm's fiduciary mission. Through the execution of strategic outreach, the Managing Director expands the firm's influence and client base. Goltermann maintains a focus on delivering personalized, integrated solutions that address the specific financial needs of business owners and families, ultimately supporting the firm's long-term objectives and market impact.

Dan Stewart, the Managing Director at Creative Planning, oversees the firm's tax strategy and financial planning initiatives. Directing the integration of tax-efficient investment management, the Managing Director ensures that clients maximize their wealth retention through proactive planning. This leadership role involves managing a team of financial professionals to deliver comprehensive, personalized advice that addresses complex tax and estate considerations. By focusing on the intersection of tax law and investment strategy, Dan Stewart drives the firm's ability to provide holistic financial solutions. Stewart collaborates with other senior leaders to ensure that all planning services remain aligned with the firm's fiduciary commitment. Through the application of deep technical expertise, the Managing Director supports the firm's mission to provide integrated, high-quality financial guidance. Stewart maintains a focus on delivering measurable value to clients, ensuring that every strategy contributes to long-term financial security and growth.