Creative Planning, formerly BerganKDV


Finance/AccountantsBusiness Services/ConsultantsFinance/Payroll ServicesFinance/Tax Services

About Us

From our humble beginning as trusted business advisory firm, we have expanded and adapted to now offer business planning & consulting, tax, audit & accounting, technology & wealth management services.

Rep/Contact Info

Josh Mann
Audit Shareholder
Card image cap
Scott Meeker
Business Manager
Joanna Sorber
Administrative Assistant
Adam Tillman
Market Leader
Sailu Timbo
DEI Officer
Jana Wegner
Senior Accountant