Creative Planning Executive and Leadership Team

Peter Mallouk, the President & Chief Executive Officer at Creative Planning, directs the overarching strategic vision and fiduciary standards of the firm. Overseeing the integration of comprehensive wealth management, tax strategy, and estate planning, the President & Chief Executive Officer ensures that every client receives personalized, high-level financial guidance. This leadership role involves scaling the firm's national footprint while maintaining the integrity of the advisory model. By aligning investment management with long-term family office goals, Peter Mallouk drives the firm's commitment to holistic financial success. Mallouk manages the executive team to foster a culture of excellence, ensuring that the firm remains a leader in the independent investment advisory space. Through rigorous oversight of business succession and risk management initiatives, the President & Chief Executive Officer secures the financial future of diverse clients, ranging from individual investors to complex institutional entities.

David Hinnenkamp, the Chief Executive Officer, Creative Planning Business Services at Creative Planning, manages the specialized division dedicated to business owners and corporate entities. Overseeing the delivery of business succession planning, risk management, and integrated financial solutions, the Chief Executive Officer, Creative Planning Business Services ensures that corporate clients receive tailored advice that addresses complex operational and fiscal challenges. This leadership role involves expanding the firm's reach within the business community and refining the service model for institutional partners. By optimizing the intersection of personal wealth and business assets, David Hinnenkamp drives significant value for entrepreneurs and corporate leaders. Hinnenkamp coordinates with internal tax and estate planning teams to provide seamless, comprehensive support. Ultimately, the Chief Executive Officer, Creative Planning Business Services strengthens the firm's market position by delivering high-impact, fiduciary-based strategies that support the long-term growth and stability of business enterprises.

David Kaye, the Chief Financial Officer at Creative Planning, manages the firm's fiscal health, financial reporting, and capital allocation strategies. Overseeing the financial operations that support the firm's comprehensive wealth management and investment advisory services, the Chief Financial Officer ensures that all business activities align with the firm's fiduciary mission and long-term growth objectives. This leadership role involves managing corporate risk, overseeing financial planning and analysis, and ensuring regulatory compliance across all operations. By optimizing the firm's financial structure, David Kaye drives the stability and scalability necessary to support a growing client base. Kaye collaborates with other senior leaders to evaluate strategic opportunities and ensure the efficient use of resources. Through rigorous financial oversight and strategic planning, the Chief Financial Officer maintains the firm's strong market position. David Kaye ensures that the firm's financial foundation remains robust, enabling the continued delivery of high-quality, integrated financial solutions.

Chatten Scruggs, the Chief Technology Officer at Creative Planning, directs the firm's digital infrastructure and technological innovation. Overseeing the development and maintenance of secure platforms, the Chief Technology Officer ensures that all financial data and client information remain protected while supporting the firm's integrated wealth management services. This leadership role involves architecting scalable systems that enhance the efficiency of advisory teams and improve the overall client experience. By integrating advanced financial technology with the firm's fiduciary-based model, Chatten Scruggs drives operational excellence and digital transformation. Scruggs collaborates with other C-suite leaders to align technology initiatives with the firm's long-term growth strategy. Through the implementation of robust cybersecurity measures and innovative digital tools, the Chief Technology Officer supports the firm's ability to provide seamless, high-quality service. Chatten Scruggs ensures that the firm's technological capabilities remain at the forefront of the investment advisory industry.

Jeffrey Petrone, the Managing Director at Creative Planning, oversees the delivery of wealth management and investment advisory services for a high-net-worth client base. Managing the day-to-day operations of the advisory team, the Managing Director ensures that every financial plan aligns with the firm's fiduciary standards and the specific goals of individual investors. This leadership role involves coordinating complex tax strategies and estate planning initiatives to provide a cohesive financial experience. By leveraging the firm's integrated resources, Jeffrey Petrone drives client retention and portfolio growth. Petrone collaborates with other senior leaders to refine service delivery models and enhance the overall client experience. Through consistent monitoring of market trends and risk management protocols, the Managing Director maintains the firm's reputation for excellence. Petrone focuses on building long-term relationships, ensuring that each client receives the personalized attention necessary to navigate intricate financial landscapes and achieve lasting prosperity.

Clay Baker, the Managing Director at Creative Planning, directs the implementation of sophisticated investment management and retirement planning strategies for a diverse portfolio of clients. Overseeing the execution of fiduciary-based advice, the Managing Director ensures that all financial solutions remain consistent with the firm's commitment to comprehensive wealth management. This leadership role involves managing client relationships and coordinating with internal specialists to address unique tax and estate planning needs. By analyzing market conditions and individual risk profiles, Clay Baker drives the development of customized investment portfolios that support long-term financial objectives. Baker works closely with the broader advisory team to maintain high standards of service and operational efficiency. Through proactive communication and strategic planning, the Managing Director fosters trust and stability for families and individuals. Clay Baker ensures that the firm's integrated approach to wealth management consistently delivers measurable value and security for every client served.

Dan Stewart, the Managing Director at Creative Planning, manages the strategic delivery of financial planning and investment advisory services for a broad range of clients. Overseeing the application of fiduciary-based principles, the Managing Director ensures that all investment strategies align with the firm's mission of providing comprehensive, integrated financial solutions. This leadership role involves coordinating with tax and estate planning experts to address the multifaceted needs of individuals and families. By focusing on risk management and long-term wealth preservation, Dan Stewart drives the firm's commitment to personalized client service. Stewart collaborates with other senior leaders to optimize advisory processes and enhance the overall client experience. Through diligent oversight of portfolio performance and financial goal setting, the Managing Director supports the firm's growth and reputation. Dan Stewart maintains a focus on delivering high-quality, actionable advice that empowers clients to navigate complex financial decisions with confidence and clarity.

Joe Goltermann, the Managing Director at Creative Planning, directs the provision of wealth management and retirement planning services for a growing client base. Overseeing the implementation of fiduciary-based investment strategies, the Managing Director ensures that all financial plans are tailored to the specific needs and objectives of individual investors. This leadership role involves managing complex client relationships and coordinating with internal teams to provide comprehensive tax and estate planning support. By focusing on risk management and long-term financial stability, Joe Goltermann drives the firm's commitment to excellence in wealth management. Goltermann works to refine advisory processes and ensure that every client receives consistent, high-quality guidance. Through strategic oversight and a focus on client-centric solutions, the Managing Director contributes to the firm's overall success and market impact. Joe Goltermann ensures that the firm's integrated approach remains effective in helping clients achieve their long-term financial goals.

Kenneth Zarske, the Managing Director at Creative Planning, manages the delivery of comprehensive financial planning and investment management services for a diverse client portfolio. Overseeing the application of fiduciary-based advice, the Managing Director ensures that all strategies are aligned with the firm's commitment to integrated wealth management. This leadership role involves coordinating with tax and estate planning specialists to provide holistic solutions for individuals and families. By focusing on risk management and long-term wealth preservation, Kenneth Zarske drives the firm's reputation for personalized, high-quality service. Zarske collaborates with other senior leaders to enhance advisory processes and ensure that client needs are met with precision and care. Through diligent oversight of portfolio performance and financial goal setting, the Managing Director supports the firm's growth and stability. Kenneth Zarske maintains a focus on delivering actionable advice that empowers clients to navigate complex financial landscapes and achieve lasting prosperity.

Luka Arnerich, the Managing Director at Creative Planning, directs the implementation of investment management and retirement planning strategies for a wide range of clients. Overseeing the execution of fiduciary-based advice, the Managing Director ensures that all financial solutions remain consistent with the firm's commitment to comprehensive wealth management. This leadership role involves managing client relationships and coordinating with internal specialists to address unique tax and estate planning needs. By analyzing market conditions and individual risk profiles, Luka Arnerich drives the development of customized investment portfolios that support long-term financial objectives. Arnerich works closely with the broader advisory team to maintain high standards of service and operational efficiency. Through proactive communication and strategic planning, the Managing Director fosters trust and stability for families and individuals. Luka Arnerich ensures that the firm's integrated approach to wealth management consistently delivers measurable value and security for every client served.