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Eric Modrell

Partner / Managing Tax Director at Creative Planning

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Eric Modrell is a Managing Tax Director at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, char...

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

Elizabeth Kouri

Partner / Managing Tax Director

Donn Hess

Financial Wellness Consultant

Dan Andrews

Private Wealth Manager

Noah Wright

Senior Tax Accountant

Nikki Johnson

Investment Operations Specialist

Kevin Smith

Digital Marketing Manager

Eric Modrell

Partner / Managing Tax Director

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  • Email  :  e****@creativeplanning.com

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