About Thun Financial & Creative Planning

Thun Financial Advisors was founded in 2008 with a mission to integrate U.S.-based investing and financial planning services for Americans abroad. In 2020 Thun Financial was acquired by Creative Planning with a goal to expand its reach to cross-border families in the U.S. and to non-U.S. citizens residing outside the United States. At the time it joined forces with Creative Planning, Thun Financial managed more than $600 million of assets, working with clients in over 60 countries. Thun Financial now operates as the international wealth management group within Creative Planning and continues to grow its international clientele through its focus on cross-border planning.

Thun clients reside around the globe and throughout the U.S. Our advisors, like our clients, hail from many different countries. Most have lived much of their adult lives outside of the U.S. Each advisor has deep expertise in cross-border investing, planning, tax, and compliance. We understand how to build wealth for our clients’, and we understand their world because we have all lived it ourselves.

David Kuenzi

David Kuenzi, CFP®
Director of International Wealth Management

Peter Sengelmann

Peter Sengelmann, CFA®
Director of International Investments and International Wealth Manager

Kathleen Kaffer

Kathleen Kaffer, JD
International Wealth Manager

Nancy Metzger

Nancy Metzger, JD, CFP®
International Wealth Manager

Francisco Aguilar

Francisco Aguilar
International Wealth Manager

Roger Healy

Roger Healy, CFP®
International Wealth Manager

Jake Mongler

Jake Mongler, MBA
International Wealth Manager

Andy Medina, MS, CFP®
International Wealth Manager

Phillip Pizzuti, CFP®
International Wealth Manager

Patrick Betley
International Wealth Manager

Grace Trewartha

Grace Trewartha
Financial Planner

Jack Thomas

Jack Thomas
Financial Planner

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