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

Matt Kramper

Chief Operations Officer

Chang Shin

Chief Compliance Officer

Matthew Rose

Director, Business Intelligence

Ben Avis

Vice President, Trading & Billing

Morgan DeShazer

Director of Programs & Relationship Management

Melissa Hunter

Operations Manager

ADVISORY SOLUTIONS

Matt Heimann

Chief Investment Officer

Jack O’Brien

Strategic Consultant

Micah Skebo

Financial Data Analyst

COMPLIANCE TEAM

Chang Shin

Chief Compliance Officer

Andrew Payne

VP & General Counsel

Eric Traczyk

Compliance Manager

Kirk Artley

Compliance Specialist

Jenny Ramsey

Compliance Associate

Gabe Jewell

Compliance Analyst

OPERATIONS TEAM

Matt Kramper

Chief Operations Officer

Ben Avis

Vice President, Trading & Billing

Morgan DeShazer

Director of Programs & Relationship Management

Joe Lauritsen

Advisory Billing Manager

Melissa Hunter

Operations Manager

Bryan Gurss

Advisor Billing Specialist

Austin Kretchmar

Transition Specialist

Robel Pinkerton

Advisor Services Specialist

Nick Meilak

Senior Advisor Service Specialist

Francisco Ramos

Advisor Services

Jackson Mervosh

Advisor Service Associate

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!