Rosalie Newkirk, CPA - HSMC Orizon LLC

Creative Planning, LLC is a financial planning firm based in Lees Summit, MO, specializing in providing personalized wealth management services to individuals and families. With a focus on comprehensive financial planning, the company aims to help clients achieve their long-term financial goals through strategic investment strategies and tailored financial solutions. Generated from their business information

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.