Private Wealth Manager at Creative Planning Inc.
Overland Park, Kansas, United States
Contact Info
722 followers
500+ connections
Activity
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Our #KansasCity team enjoyed competing in the 2024 Kansas City Corporate Challenge. Corporate Challenge is an excellent experience that can inspire…
Our #KansasCity team enjoyed competing in the 2024 Kansas City Corporate Challenge. Corporate Challenge is an excellent experience that can inspire…
Liked by Jennifer Price, CFP®
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The Summer 2024 Aggie Planner Happy Hour is happening THIS Thursday in DFW, Houston, Austin, San Antonio, College Station, and NYC! Find details…
The Summer 2024 Aggie Planner Happy Hour is happening THIS Thursday in DFW, Houston, Austin, San Antonio, College Station, and NYC! Find details…
Liked by Jennifer Price, CFP®
Experience
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Creative Planning
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Associate Financial Planner
Quest Capital Management, Inc.
Education
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Texas Tech University
Bachelor of Science (BS) Personal Financial Planning
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Activities and Societies: Personal Financial Planning Association, Red 2 Black
Volunteer Experience
More activity by Jennifer
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This is a great event for advisors in the KC area! Come and hang out with us.
This is a great event for advisors in the KC area! Come and hang out with us.
Liked by Jennifer Price, CFP®
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🎉 We are thrilled to share that our CEO & Wealth Advisor, Nick Gertsema, has been named a 2024 Advisor to Watch by AdvisorHub! 🏆 In addition to his…
🎉 We are thrilled to share that our CEO & Wealth Advisor, Nick Gertsema, has been named a 2024 Advisor to Watch by AdvisorHub! 🏆 In addition to his…
Liked by Jennifer Price, CFP®
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It feels good to give back to what has given to you. Thank you Kitces.com for the opportunity to be a part of your team retreat. I’m so excited to…
It feels good to give back to what has given to you. Thank you Kitces.com for the opportunity to be a part of your team retreat. I’m so excited to…
Liked by Jennifer Price, CFP®
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I had an incredible opportunity this week to participate in a panel discussion with Jennifer Price, CFP® and Jessi Chadd, CFP®CeFT at the Kitces.com…
I had an incredible opportunity this week to participate in a panel discussion with Jennifer Price, CFP® and Jessi Chadd, CFP®CeFT at the Kitces.com…
Liked by Jennifer Price, CFP®
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We were honored to be sponsors and play in the 4th annual GATHERING HOPE Fairways for Families Golf Tournament this past Friday. Gathering Hope…
We were honored to be sponsors and play in the 4th annual GATHERING HOPE Fairways for Families Golf Tournament this past Friday. Gathering Hope…
Liked by Jennifer Price, CFP®
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Honored to spend the afternoon with the Nerds at #nerdseyeview with Kitces.com. This team of nerds is truly incredible. Along with Jessi Chadd…
Honored to spend the afternoon with the Nerds at #nerdseyeview with Kitces.com. This team of nerds is truly incredible. Along with Jessi Chadd…
Shared by Jennifer Price, CFP®
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It’s been a busy week in Kansas City… KANSAS CITY, Mo. – Kansas City Mayor Quinton Lucas today announced exciting news: "Katherine and I are…
It’s been a busy week in Kansas City… KANSAS CITY, Mo. – Kansas City Mayor Quinton Lucas today announced exciting news: "Katherine and I are…
Liked by Jennifer Price, CFP®
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Great evening with some of our newest Austin team members.
Great evening with some of our newest Austin team members.
Liked by Jennifer Price, CFP®
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