Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

Creative Planning

Healthcare & Dealer Network Channel Sales Leader, Consulting on Financial, Business Services and Wealth Management.

• Tax & Tax Planning Services
• Cloud & Managed Cybersecurity Services
• Business Accounting Services
• K-Pay Payroll & HCM Services
• Wealth Management, Estate Planning & Retirement Planning Services
• Investment Management for Business Owners
• Business Owner & Succession Planning Services

Our mission is to help business owners in their business with financial and corporate services delivered and enhanced with technology.

Channel Sales Manager at Creative Planning | Business Services & Wealth Management 

BerganKDV

Channel Sales Leader - Healthcare & Dealer Network 

HSMC Orizon Technology

I am responsible for the sales and marketing department at HSMC Orizon Technology. This position requires the building of sales and marketing campaigns to promote, identify, propose and close new business. Also, increasing the number of network partners who provide strategic IT services and complement HSMC Orizon Technology services allows me to offer a wide range of services that benefit my clients.

Business Development Manager

NetStandard, Inc.

Managed, nurtured and built strategic partnerships that re-sell NetStandard hosted applications including O365, Cloud and Managed Services including the sixth largest telecommunications provider in the U.S. Opened new markets across the U.S. including central and upper Midwest, Northern California, Texas and Northeast areas. Worked directly with management, sales, marketing and sales engineers to help close business and build market share and provided reporting and updates to NSI executive team. Helped transition channel program to internal Product Management teams with Help Desk model.

Channel Development Manager

NetStandard offers a full set of technology services to our customers at a fixed monthly investment so they do not have to worry about technology and can focus on their core business. Technology services include Data Center, Hosted Business Applications, and Managed Services. 

Our Mission: To enhance the performance of SMBs through the implementation and management of technology.
 
Our Vision: To be the technology provider delivering the greatest value and highest quality to every customer we serve.

Sales Executive

NetStandard offers a full set of technology services to our customers at a fixed monthly investment so they do not have to worry about technology and can focus on their core business.  Technology services include Data Center, Hosted Business Applications, and Managed Services.  

Our Mission: To enhance teh performance of SMBs through the implementation and management of technology.

Our Vision:  To be the technology provider delivering the greatest value and highest quality to every customer we serve.

Technical Account Specialist

Universal Money Centers, Inc.

Senior Account Executive

Network Integration Services

Account Executive

Automated Teller Machine products and services including Diebold, NCR, Tranax, Triton, and Wincor-Nixdorf, ATM network processing, ATM First Line and Second Maintenance, ATM monitoring and reporting, ATM vault cash and delivery, and UMC Alliance ATM co-branding program with Financial Institutions.

Introduction:

It is a distinct privilege for me to serve as a prominent sales leader at Creative Planning, formerly BerganKDV, under the esteemed leadership of Peter Mallouk. Based in the beautiful Kansas City metro market, I perform a pivotal role in nurturing the expansion of our client portfolio at Creative Planning Business Services offering wealth management technology solutions for business owners.

Career Overview:

Spanning over two and a half decades, Reid's career and business journey has been marked by profound expertise in sales, marketing, and consultative solution sales. He excels in tailoring his strategies to meet the distinctive requirements of service professionals within the healthcare including dentistry, veterinary and physicians’ practices and dealer network channels for franchises and resellers. His proficiency encompasses a diverse spectrum including tax, audit, and accounting solutions, cloud and managed services and human capital management and business advisory services fine-tuned for these specialized fields. 

Reid's skillsets extend to seamless technology integration of applications exemplified by connected to ERP, CRM, practice management, POS and web services. Reid’s command of payroll, taxation and capital management, strategic planning, and niche consulting services align with the dentistry, health and veterinary practitioners and franchisee and resellers who require the back - and front - office modernization.

Education:

Reid's educational journey includes notable accomplishments earned from the University of Kansas (English) and the University of Missouri-Kansas City (Business). These academic foundations serve as cornerstones for his expertise and aptitude in serving the unique needs of his clients.

Community Commitment:

Beyond his professional achievements, Reid exhibits a fervent dedication to community welfare through his active involvement with the Adolescent Center for Treatment (ACT) and Welcome House. This commitment underscores his holistic approach to making a meaningful impact on those in need.

Leisure Pursuits and Technological Insight: Reid enjoys traveling with his wife and family, spoiling his grandsons and walking and biking to stay in shape. 

Reid's role as a sales leader at Creative Planning is distinguished by a deep sense of dedication. His industry knowledge, commitment to clients' success, and alignment with the unique needs of the practice and franchise business owner makes him a valuable asset in driving sustainable growth and wealth building.

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The Battle

Chad Greenlee

Reid Graham

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