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 corporate clients. Hinnenkamp architects comprehensive business succession and risk management frameworks that align with the broader wealth management mission. By overseeing the integration of complex financial planning tools, the Chief Executive Officer, Creative Planning Business Services ensures that business owners receive tailored fiduciary advice. This leadership role involves coordinating with internal tax and estate planning teams to optimize corporate structures. David Hinnenkamp drives the growth of the business services division by identifying market opportunities for institutional clients. Through the implementation of scalable service models, Hinnenkamp enhances the value proposition for business owners across the United States. The Chief Executive Officer, Creative Planning Business Services maintains a focus on operational excellence, ensuring that every client engagement reflects the firm's commitment to integrated, high-touch financial solutions.

Peter Mallouk, the President & Chief Executive Officer at Creative Planning, directs the overarching strategic vision and fiduciary standards of the firm. Mallouk architects the firm's growth trajectory, ensuring that investment management and comprehensive financial planning remain at the core of every client interaction. By overseeing the alignment of tax strategy, estate planning, and retirement services, the President & Chief Executive Officer maintains the firm's reputation for excellence. This leadership role involves guiding the executive team to deliver personalized, integrated financial solutions to individuals and institutions nationwide. Peter Mallouk drives the firm's market impact by fostering a culture of transparency and client-centric advice. Through the continuous refinement of the firm's advisory model, Mallouk secures the long-term success of the organization. The President & Chief Executive Officer ensures that all operational initiatives support the mission of providing superior, fiduciary-based wealth management services to a diverse and growing client base.

Aaron Mahan, the Chief Financial Officer, Virtual at Creative Planning, directs the firm's virtual financial planning and fiscal management operations. Mahan architects robust financial models that support the delivery of comprehensive wealth management, retirement planning, and tax strategy services to a remote client base. By overseeing the financial health of virtual advisory initiatives, the Chief Financial Officer, Virtual ensures that all services remain aligned with the firm's fiduciary standards and long-term growth objectives. This leadership role involves managing fiscal reporting and resource allocation to optimize the performance of virtual service teams. Aaron Mahan drives the firm's financial strategy by identifying opportunities for efficiency and growth within the virtual advisory model. Through the application of rigorous financial analysis, Mahan supports the firm's mission of providing integrated financial solutions. The Chief Financial Officer, Virtual maintains a focus on fiscal integrity, ensuring that the firm's virtual operations remain sustainable and profitable.

Jonathan Knapp, the Chief Operating Officer at Creative Planning, directs the firm's internal operations and organizational efficiency. Knapp architects streamlined workflows that support the delivery of comprehensive wealth management, tax strategy, and estate planning services. By overseeing the coordination of cross-functional teams, the Chief Operating Officer ensures that the firm's fiduciary-based advice is delivered consistently and effectively to all clients. This leadership role involves managing the firm's operational infrastructure to support rapid growth and maintain high service standards. Jonathan Knapp drives the implementation of operational best practices that enhance the productivity of financial professionals. Through the optimization of internal processes, Knapp supports the firm's mission of providing integrated financial solutions. The Chief Operating Officer maintains a focus on scalability, ensuring that the firm's operational capabilities remain aligned with the evolving needs of individuals, families, and institutions across the country.

Chatten Scruggs, the Chief Technology Officer at Creative Planning, directs the firm's digital infrastructure and technological innovation. Scruggs architects secure, scalable platforms that support the delivery of comprehensive financial planning and investment management services. By overseeing the integration of advanced data analytics and cybersecurity protocols, the Chief Technology Officer ensures that client information remains protected while enabling seamless access to financial tools. This leadership role involves collaborating with the executive team to align technology investments with the firm's strategic growth objectives. Chatten Scruggs drives the digital transformation of the firm's advisory services, enhancing the efficiency of financial professionals and the experience of clients. Through the implementation of cutting-edge software solutions, Scruggs supports the firm's mission of providing integrated, fiduciary-based advice. The Chief Technology Officer maintains a focus on technological resilience, ensuring that the firm's systems remain robust and capable of supporting complex financial operations.

Justin Tagtow, the Chief Information Officer, Virtual at Creative Planning, directs the firm's virtual information systems and remote service delivery capabilities. Tagtow architects secure, cloud-based environments that enable financial professionals to provide comprehensive wealth management and investment advice from any location. By overseeing the deployment of virtual collaboration tools, the Chief Information Officer, Virtual ensures that clients receive the same high level of fiduciary-based service regardless of geographic constraints. This leadership role involves managing the firm's information technology strategy to support a distributed workforce and enhance client accessibility. Justin Tagtow drives the adoption of innovative virtual solutions that streamline the delivery of financial planning and tax strategy services. Through the maintenance of secure and reliable information systems, Tagtow supports the firm's mission of providing integrated financial solutions. The Chief Information Officer, Virtual maintains a focus on digital excellence, ensuring that the firm's virtual infrastructure remains at the forefront of the industry.

Jeffrey Petrone, the Managing Director at Creative Planning, directs high-net-worth client relationships and oversees the delivery of complex wealth management strategies. Petrone architects personalized investment portfolios that integrate tax-efficient planning and estate management to meet specific client objectives. By overseeing the coordination of internal financial professionals, the Managing Director ensures that every client receives a holistic approach to wealth preservation. This leadership role involves managing regional market initiatives to expand the firm's footprint among high-net-worth individuals. Jeffrey Petrone drives client satisfaction by maintaining rigorous fiduciary standards and providing clear, actionable financial guidance. Through the application of deep industry expertise, Petrone supports the firm's mission of delivering integrated financial solutions. The Managing Director monitors market trends to adjust investment strategies, ensuring that client assets remain aligned with long-term goals while navigating the complexities of the modern financial landscape.

Joe Goltermann, the Managing Director at Creative Planning, directs the development of institutional investment strategies and manages large-scale client portfolios. Goltermann architects customized retirement planning and risk management solutions for corporate entities and family offices. By overseeing the implementation of sophisticated asset allocation models, the Managing Director ensures that institutional clients achieve their financial objectives within a fiduciary framework. This leadership role involves collaborating with the firm's tax and estate planning experts to provide comprehensive, integrated advice. Joe Goltermann drives the expansion of the firm's institutional presence by delivering consistent, high-quality service that addresses the unique needs of complex organizations. Through the optimization of investment processes, Goltermann enhances the firm's competitive position in the wealth management sector. The Managing Director maintains a focus on long-term growth, ensuring that all strategies reflect the firm's commitment to personalized, fiduciary-based financial solutions.

Clay Baker, the Managing Director at Creative Planning, directs the delivery of comprehensive financial planning services for a diverse client base. Baker architects integrated wealth management strategies that encompass retirement planning, tax strategy, and estate planning to ensure long-term financial stability. By overseeing the daily operations of advisory teams, the Managing Director ensures that every client receives personalized, fiduciary-based advice. This leadership role involves managing client relationships and coordinating with internal specialists to address complex financial needs. Clay Baker drives the firm's growth by maintaining high standards of service and fostering long-term client trust. Through the application of strategic financial insights, Baker supports the firm's mission of providing holistic wealth management solutions. The Managing Director monitors the effectiveness of advisory processes, ensuring that all client interactions align with the firm's commitment to excellence and integrity in the financial services industry.

Luka Arnerich, the Managing Director at Creative Planning, directs the firm's efforts in providing specialized investment management and financial planning for high-net-worth families. Arnerich architects tailored wealth strategies that integrate tax planning, estate management, and risk mitigation to protect and grow client assets. By overseeing the collaboration between financial planners and investment analysts, the Managing Director ensures that every client receives a cohesive and integrated financial plan. This leadership role involves managing regional client portfolios and driving the adoption of the firm's fiduciary-based advisory model. Luka Arnerich drives client success by delivering clear, actionable advice that addresses the unique challenges of wealth preservation. Through the implementation of rigorous investment standards, Arnerich supports the firm's mission of providing superior financial solutions. The Managing Director maintains a focus on operational efficiency, ensuring that all client services remain aligned with the firm's core values and strategic objectives.