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Greg Lott
Financial Planner at Creative Planning, LLC.
Greg Lott is a Financial Planner at Creative Planning, a firm offering comprehensive wealth management services such as investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning.
With a background in Bachelor's Degree in Accounting and Finance from Kansas State University, Greg has gained valuable experience in the financial industry.
During his career, Greg has held positions such as Financial Planner at Creative Planning Inc. and Senior Financial Planning Sales Specialist at Waddell & Reed.
His expertise lies in wealth management, investment management for individuals, businesses, and charities, financial planning, wills, trusts, estate planning, tax planning, charitable planning, business succession planning, and risk management.
