ABOUT

About Us

We are here to earn your business, support you and help you grow.

Meet Your Team

A path forward. A focus on growth. A partner for your business. 



CreativeOne Wealth has the processes, systems, training, and experience in place to support your vision and help your business. We’ll align with your goals and give you the tools to get there. 

Leadership

Marty Pfannenstiel, J.D.

President

Ken Hyman

Executive Vice President

Business Development

Tanner Lawrence

VP, Business Development

Camille Keane

Business Development Consultant

Advisory Solutions

Eric Barr

Relationship Manager

Jack O’Brien

Relationship Manager

Brook Campbell

Relationship Manager

Micah Skebo

Financial Data Analyst

Compliance Team

Brooke Bejan

Chief Compliance Officer

Bryan Shapiro, J.D.

Compliance Specialist

Operations Team

Ben Avis

Chief Operations Officer

Candice Puckett

Executive Administrative Assistant

Sam Johnson

Sr. Advisor Services Specialist

Morgan Ballew

Manager, Operations

Blake Thornburgh

Transition Specialist

John Osredker

Operations Analyst

Tarren Bingham

Trading Associate

CUSTODIAL PARTNERS

INVESTMENT MANAGEMENT PARTNERS

Meet Our Inspiring Leaders

Our leadership has nearly 150 years of industry experience between them.

Join the CreativeOne Wealth Family

We take a consultative approach to each adviser and firm we work with. At the end of the day, we grow when you grow.


We will support you every step of the way to help you grow your business.

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