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

Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients.  Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Healthcare Channel Account Manager

BerganKDV

Focused on driving "Wow" experience for clients, managing the planning stage of the "Value Creation" cycle, quoting and development of solutions, manage procurement of solutions, and provide continuous improvements of process work.   Also in charge of growing client base, growing solutions, and partnering with Solution Leaders to drive overall growth.

Market Relationship Manager

ETS (Erb's Technology Solutions)

Responsible for establishing company’s goals and strategies, presiding over the workforce, overseeing budgets, ensuring resources are being properly allocated, ensuring departments meet individual goals, etc..  Responsible for overall accountability to shareholders and the general public.

President/CEO

Manage the sales organization and am responsible for driving new customer growth, expanding wallet share with existing customers, and growing revenue.  Maintain regular contact with key vendors, distributors, customers and prospects.

VP of Sales

Managed corporate, government and educational accounts of all sizes in eastern and central Iowa.  Identified and qualified business opportunities; presented to executive levels of organizations and prepared formal proposals; led negotiations, coordinated complex decision making processes, and overcame objections to closure. Maintained a strong knowledge of technology initiatives and managed sales forecasts and reports to management.

Sr. Account Executive

ASAP Software Express, Inc.

Managed a team of inside sales representatives providing software solutions to organizations of all sizes across the Western portion of the U.S.  Vendor software solutions included Microsoft, IBM, Lotus, Novell, Corel, Symantec, Computer Associates, etc.

District Sales Manager

BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions and our passion is empowering people and creating wow experiences for our clients.

HELPING YOU FIND SOLUTIONS

We are powered by people who do business the Midwest way, delivering comprehensive business, financial and technology solutions including: business planning and consulting, tax, assurance and accounting, technology, workforce management, wealth management, and turnaround management services.

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The Battle

Chad Greenlee

Jim Koch

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