Shari Mount
Consultant at Creative Planning
- Role
- Consultant at Creative Planning at Creative Planning
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Shari Mount
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management, Investment Management for individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning: Business Succession Planning; Risk Management.
Experience
Consultant at Creative Planning
Jul 2024 — Present · Overland Park, KS, US
Education
Avila University
MBA
Missouri Southern State University
Bachelor of Science
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