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

Matt Heimann

Chief Investment Officer

Matthew Rose

Director, Business Intelligence

administration

Candice Puckett

Executive Administrative Assistant

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

Ryan Fort

Compliance Specialist

Kirk Artley

Compliance Specialist

Jennifer Markham

Compliance Manager

Eric Traczky

Compliance Manager

OPERATIONS TEAM

Ben Avis

Chief Operations Officer

Joe Lauritsen

Advisory Billing Manager

Morgan Ballew

Manager, Operations

Tarren Bingham

Trading Associate

Nick Meilak

Senior Advisor Service Specialist

Austin Kretchmar

Advisory Services Specialist

Straucie Robeson

Workflow Processor

Francisco Ramos

Advisor Services

Rayanne Roper

Workflow Processor

Jessica Brandes

Advisor Services Specialist

Rebecca Sublette

Advisor Services Specialist

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!