At Creel Wealth Planning, we understand that your lifestyle is more than numbers; it’s the product of your hard work, values, and vision. We help families preserve what they’ve built, sustain the life they enjoy, and protect that lifestyle across generations.


Through innovative technology, proactive planning, and purposeful investment strategy, we partner with you to help ensure that the life you created continues on your terms and for those you care about most.

Our team brings experience and expertise.
Our platform has smart features that put you in control and allow us to spend more time focused on you and your needs.
Helping you make confident financial decisions tailored to your goals and values.
Our service to you extends to every aspect of your financial life. Our goal is to bring everything into one place.
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Gain a comprehensive view of your financial landscape — banking, investments, lending, insurance, and more — all organized on one platform.
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Store every financial document in one organized, secure, and easily accessible location.
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Art has over 30 years of experience in financial advisory, leadership, and investment management. He holds a B.B.A. in Banking and Financial Services from the University of Southern Mississippi. His credentials include the Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor℠, and Certified 401(k) Professional designations. He also completed the Securities Industry Institute program at the Wharton School. Art’s career includes senior positions at First Tennessee Bank, John Hancock Financial Services, and SS&C Technologies, as well as experience as an Investment Advisor at Carmichael Creel Investments. He focuses on wealth management for individual investors and 401(k) participants. Based in Franklin, Tennessee, Art is a member of the local community who enjoys travel, golf, and supporting the Tennessee Titans.

Art has over 30 years of experience in financial advisory, leadership, and investment management. He holds a B.B.A. in Banking and Financial Services from the University of Southern Mississippi. His credentials include the Certified Exit Planning Advisor (CEPA®), Chartered Retirement Planning Counselor℠, and Certified 401(k) Professional designations. He also completed the Securities Industry Institute program at the Wharton School. Art’s career includes senior positions at First Tennessee Bank, John Hancock Financial Services, and SS&C Technologies, as well as experience as an Investment Advisor at Carmichael Creel Investments. He focuses on wealth management for individual investors and 401(k) participants. Based in Franklin, Tennessee, Art is a member of the local community who enjoys travel, golf, and supporting the Tennessee Titans.
Corey Creel has seven years of experience specializing in wealth management, estate planning, and retirement planning. He earned a Bachelor's degree in Finance and an MBA from the University of Kentucky. Corey is a CERTIFIED FINANCIAL PLANNER® professional and holds a Chartered Financial Consultant® designation. His background includes roles as an Associate Wealth Manager and Portfolio Manager, with technical expertise in tax-efficient strategies, business succession, and trust structures. Corey works with individuals, families, and business owners to develop strategies for long-term wealth accumulation and estate preservation. Based in Nashville, Tennessee, he focuses on providing clarity for clients as they manage their financial legacies. In his downtime, he enjoys football, skiing, and playing guitar.

Corey Creel has seven years of experience specializing in wealth management, estate planning, and retirement planning. He earned a Bachelor's degree in Finance and an MBA from the University of Kentucky. Corey is a CERTIFIED FINANCIAL PLANNER® professional and holds a Chartered Financial Consultant® designation. His background includes roles as an Associate Wealth Manager and Portfolio Manager, with technical expertise in tax-efficient strategies, business succession, and trust structures. Corey works with individuals, families, and business owners to develop strategies for long-term wealth accumulation and estate preservation. Based in Nashville, Tennessee, he focuses on providing clarity for clients as they manage their financial legacies. In his downtime, he enjoys football, skiing, and playing guitar.
Heather's background is in Sales, Marketing, Event Planning, and Community Service. She started her professional career in Marketing with AT&T (the former BellSouth) in Nashville, Tennessee. She has served in numerous leadership positions and on boards in organizations in Tennessee and Massachusetts. She is married to Art, and they have three adult children. She enjoys travel, tennis, all things Disney and Christmas, the Tennessee Titans, and her English bulldogs.

Heather's background is in Sales, Marketing, Event Planning, and Community Service. She started her professional career in Marketing with AT&T (the former BellSouth) in Nashville, Tennessee. She has served in numerous leadership positions and on boards in organizations in Tennessee and Massachusetts. She is married to Art, and they have three adult children. She enjoys travel, tennis, all things Disney and Christmas, the Tennessee Titans, and her English bulldogs.
Dr. Daniel Gilham is Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial firm. With nearly two decades of experience, he helps business owners and high-net-worth clients achieve clarity through goals-based planning. He leads product innovation and strategy, blending technology with human expertise.
He is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. A 40 Under 40 honoree, his insights appear in USA Today, Bloomberg, and The Wall Street Journal. He also serves on the GrowFL and University of North Florida Economics Advisory Boards.
Dr. Gilham lives in Atlantic Beach, Florida, with his wife and two children, enjoying mountain climbing and the outdoors.

Dr. Daniel Gilham is Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial firm. With nearly two decades of experience, he helps business owners and high-net-worth clients achieve clarity through goals-based planning. He leads product innovation and strategy, blending technology with human expertise.
He is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. A 40 Under 40 honoree, his insights appear in USA Today, Bloomberg, and The Wall Street Journal. He also serves on the GrowFL and University of North Florida Economics Advisory Boards.
Dr. Gilham lives in Atlantic Beach, Florida, with his wife and two children, enjoying mountain climbing and the outdoors.
As the Director of Investment Strategy at Farther, Alex leads a team of professionals in creating and implementing investment strategies and products that align with clients' goals and objectives. With over 10 years of experience in portfolio management and investment analysis, he has a proven track record of delivering consistent returns and managing complex investment portfolios as a Chief Investment Officer and Due-Diligence Officer.
His expertise spans across various asset classes, including stocks, bonds, and alternative investments. Passionate about staying current on market trends and regulatory changes, Alex leverages his deep knowledge to provide informed investment advice to advisors and clients alike.

As the Director of Investment Strategy at Farther, Alex leads a team of professionals in creating and implementing investment strategies and products that align with clients' goals and objectives. With over 10 years of experience in portfolio management and investment analysis, he has a proven track record of delivering consistent returns and managing complex investment portfolios as a Chief Investment Officer and Due-Diligence Officer.
His expertise spans across various asset classes, including stocks, bonds, and alternative investments. Passionate about staying current on market trends and regulatory changes, Alex leverages his deep knowledge to provide informed investment advice to advisors and clients alike.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.

With 30 years of experience in customer service and back-end operations, Julie Ball is a seasoned professional dedicated to elevating the client experience. Her extensive background includes managing custodial relationships for large partnership offices and developing the standard operating procedures that drive back-office efficiency. While working at SEI Julie handled the relationship of their biggest advisory firm at a $4 billion asset under management. From handling complex death claims to mentoring new employees on service excellence, she is committed to precision and empathy in every interaction.
Originally moving to Texas to continue her career with a premier advisory firm, Julie Ball balances her deep industry expertise with a vibrant family life. She is a proud mother of two; a Master’s candidate and a Texas A&M senior. Julie enjoys the community she has built in Texas over the last seven years with her husband Tom.

With 30 years of experience in customer service and back-end operations, Julie Ball is a seasoned professional dedicated to elevating the client experience. Her extensive background includes managing custodial relationships for large partnership offices and developing the standard operating procedures that drive back-office efficiency. While working at SEI Julie handled the relationship of their biggest advisory firm at a $4 billion asset under management. From handling complex death claims to mentoring new employees on service excellence, she is committed to precision and empathy in every interaction.
Originally moving to Texas to continue her career with a premier advisory firm, Julie Ball balances her deep industry expertise with a vibrant family life. She is a proud mother of two; a Master’s candidate and a Texas A&M senior. Julie enjoys the community she has built in Texas over the last seven years with her husband Tom.

Angie brings over 20 years of financial industry experience to her role as a Client Experience Associate specializing in Advisor Growth at Farther. Dedicated to helping individuals and businesses work toward their objectives, she utilizes a client-first approach rooted in personalized care.
Recognizing that every situation is unique, Angie takes the time to understand what matters most to each client. Her commitment to education ensures clients are well-informed about their strategies, bringing her great satisfaction through making a positive impact on their financial well-being.
Based in Carrollton, Texas, Angie lives with her husband, Mike, and their children, Jack and Anna. An avid animal lover, she shares her home with her dog, Ozzy, and cats, Chloe and Little T. In her free time, she enjoys traveling, cooking, and volunteering in her community.

Angie brings over 20 years of financial industry experience to her role as a Client Experience Associate specializing in Advisor Growth at Farther. Dedicated to helping individuals and businesses work toward their objectives, she utilizes a client-first approach rooted in personalized care.
Recognizing that every situation is unique, Angie takes the time to understand what matters most to each client. Her commitment to education ensures clients are well-informed about their strategies, bringing her great satisfaction through making a positive impact on their financial well-being.
Based in Carrollton, Texas, Angie lives with her husband, Mike, and their children, Jack and Anna. An avid animal lover, she shares her home with her dog, Ozzy, and cats, Chloe and Little T. In her free time, she enjoys traveling, cooking, and volunteering in her community.