Creative Planning Buys Three-Person Insurance Brokerage in Lee’s Summit

Posted July 16, 2026

Overland Park-based Creative Planning has acquired a Lee’s Summit insurance brokerage firm with a team of three.

Founded in 2017, Lovell Insurance Group is a commercial insurance brokerage specializing in commercial insurance, surety and risk management solutions. As part of the transaction, John Lovell, Mike Pernice and Georgia Williams have joined the Creative Planning team, according to a release.

“Their experience, integrity and commitment to service align perfectly with our culture, and together we’ll be able to provide business owners with an even more comprehensive, coordinated approach to managing risk and achieving their long-term financial goals,” Peter Mallouk, President and CEO of Creative Planning, said in a release.

The acquisition of the firm bolsters Creative Planning’s commercial insurance capabilities while allowing its new team members to access its roster of business advisory services.

“By joining forces with Creative Planning, we’re now able to deliver even greater value through their outstanding insurance capabilities, deep resources, and exceptional production and service talent already within the firm,” Lovell said in the release.

Lovell’s new role at Creative Planning is now partner and director of sales for commercial insurance.

Creative Planning has made several new acquisitions this year. Most recently in June, the firm announced its plans to acquire MarkhamNorton Accountants+Advisors in southwest Florida. In March, Creative Planning acquired Maseco LLP, headquartered in London. Again in March, Creative Planning acquired Duncan & Haley, Ltd., a Seattle-based firm with $660 million in AUM.

Creative Planning and its affiliates have more than $710 billion in assets under management or advisement as of December 31, 2025.