Marcella Patlán - Email & Phone Number

Client Services Coordinator at Creative Planning Inc.

Marcella Patlán is based out of Overland Park, Kansas, United States and works at Creative Planning Inc. as Client Services Coordinator.

Marcella Patlán's Contact Information

Marcella Patlán's Work email

m*****@creati***.com

Valid

Latest update

September 16, 2025

Location

Overland Park, Kansas, United States

Marcella's current employer

Creative Planning Inc.

Description

Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning and investment management.

Website

thinkingbeyond.com

HQ Location

Overland Park, Kansas, United States

Number of employees

1001-5000

Industry

Financial Services

Latest update

April 30, 2024

Read about Creative Planning Inc.

Frequent questions about Marcella Patlán

What company is Marcella Patlán working for?

Marcella Patlán works for Creative Planning Inc..

What is Marcella Patlán's function at Creative Planning Inc.?

Marcella Patlán is Client Services Coordinator at Creative Planning Inc..

Where is Marcella Patlán based?

Marcella Patlán is based out of Overland Park, Kansas, United States.

What is Marcella Patlán's work email address?

Marcella Patlán's professional email address is m*****@creati***.com

Who are Marcella Patlán's co-workers?

Marcella Patlán's colleagues are Peter Mallouk, Tom Zgainer, Susan Guilford, Chatten Scruggs, Paul McArdle, Vince Clark, Allan Recht, Jacinda Torre, Angela Ahlvers, Jo Young, David Rogers, Jonathan Leeks, Brad Zaumseil, Jason Dohrman, Jonathan Copley, Rhonda Jackson, Jason Dowell, David Osterberg, Angie Anderson, John Hagensen, Mark Deters, Brad Horn, Kristin Kopic, Benjamin Hake, Kara Feuerborn, James Reding, Mark Sutton, Cyndi Bishop, Millie Brink, Annie Presley, Lora Murphy, James Hall, Jameson Moulder, Clay Baker.

Marcella's co-workers

Peter Mallouk

President & Chief Executive Officer

Tom Zgainer

Founder AB401k

Susan Guilford

Front Desk Coordinator

Chatten Scruggs

CTO

Paul McArdle

Senior Administrative Training Coordinator

Vince Clark

Vice President Business Development

Allan Recht

Regional Vice President/Business Development

Jacinda Torre

Partner & Regional Vice President

Angela Ahlvers

Senior Account Coordinator at Creative Planning, LLC

Jo Young

Office Management Transition Coordinator

David Rogers

Director of Valuation Litigation Services

Jonathan Leeks

Director - Investment Analytics | Retirement

Brad Zaumseil

Tax Director

Jason Dohrman

Partner / Managing Director

Jonathan Copley

Director, Client Engagement

Partner & Managing Director

Mark Deters

Managing Director at Lockton Retirement Services, an offering of Creative Planning

Brad Horn

Director of Valuations

Managing Director & Partner at Creative Planning, LLC

Mark Sutton

Tax Director

Cyndi Bishop

Managing Tax Director

Millie Brink

Director of Talent Acquisition

Annie Presley

Director of Practice Development - Sports & Entertainment

Lora Murphy

Partner/Managing Director at Creative Planning

James Hall

Partner & Managing Director

Jameson Moulder

Director of Medicare Advisors

Clay Baker

Managing Director

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