WHO WE ARE
WHO WE ARE
Our mission is to build genuine relationships, establish a foundation, and walk through each stage of the financial journey alongside you. 
WE DO WHAT'S BEST FOR YOU
As fiduciaries, CreativeOne Wealth advisors are not bound to specific products and solutions. They are independent advisors with a suite of offerings to meet the unique needs of their clients. They are on your side, doing what’s best for you.
FIND AN ADVISER

LEADERSHIP

Marty Pfannenstiel, J.D.

President

Ken Hyman

Executive Vice President

ADVISORY SOLUTIONS

Eric Barr

Relationship Manager

Jack O’Brien

Relationship Manager

Brook Campbell

Relationship Manager

Micah Skebo

Financial Data Analyst

COMPLIANCE TEAM

Chang Shin

Chief Compliance Officer

Amanda Morgan

Compliance Analyst

OPERATIONS TEAM

Ben Avis

Chief Operations Officer

Joe Lauritsen

Advisory Billing Manager

Candice Puckett

Executive Administrative Assistant

Sam Johnson

Sr. Advisor Services Specialist

Morgan Ballew

Manager, Operations

Tarren Bingham

Trading Associate

Nick Meilak

Advisory Services Specialist

Austin Kretchmar

Advisory Services Specialist

Francisco Ramos

Advisor Services

Rayanne Roper

Workflow Processor

Straucie Robeson

Workflow Processor

STRATEGIC PARTNERS
We chose to create partnerships in order to 
provide solutions that meet the needs of our clients. 
As a full service wealth management firm, we understand that your 
financial needs will evolve with time. Because of this, we structure our wealth 
management services and partnerships to move in sync with your life.

CUSTODIAL PARTNERS

INVESTMENT MANAGEMENT PARTNERS

Schedule a consultation TODAY!

Schedule a consultation TODAY!

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