Autum Johns

Today is the best kind of days!!!! Congrats and thank you for letting me be a part of the ride!

Very proud

Kudos to Peter Mallouk for being named to Financial Planning's list of 22 people who will transform wealth management in 2022! Sky is the limit, not only for our clients and the services we’re able to provide, but also for our team members and our career opportunities. https://bit.ly/31awl0E

Important disclosure information: https://bit.ly/3FK5lnG

So very thankful

“…How do we make things better for our clients, and how do we make things better for our team, and how do we make it a better place to work to get the right people, and how do we make the offering better for the clients?”

Creative Planning President and CEO Peter Mallouk was recently featured in ThinkAdvisor talking about the firm reaching the $100 billion AUM milestone. Read the article here – https://bit.ly/3kekLb1

Mallouk’s Creative Planning Hits Unplanned Milestone | ThinkAdvisor The firm has reached $100 billion in AUM at “a speed that surprised us,” CEO Peter Mallouk tells ThinkAdvisor.

“America without her soldiers would be like God without his angels.”- Claudia Pemberton