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Biographical Info
I serve as the VP and Managed Accounts Director of the RIA Creative Financial Designs, Inc., located in Kokomo, Indiana. I’ve been with the firm since 1998 when I graduated from Purdue University and since 2002 headed up the RIA investment management services. Married for over 20 years with three beautiful inside and out kids that continue to grow up way to fast!
Level
Starter
Start Date
April 18, 2024
Me
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Favorite Scripture Verse
I can do all things through Christ which strengthened me.
Scripture Reference
Philippians 4:13
Profession
Registered Investment Advisor
Professional Focus
Investment Management
Website
Creative Financial Designs
Logo
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Firm
Creative Financial Designs, Inc.
About
Creative Financial Designs, Inc., is located in Kokomo, Indiana and founded in 1982. The RIA and sister company of cfd Investments, Inc. (a registered Broker Dealer) looks to serve independent financial advisers and clients in a Christlike manner providing the needed products and services for each to be financially successful. The firm offers a long list of investment management strategies including BRI and also financial planning resources. Again, we understand advisers and clients are all different and we look to serve each in the best possible way we can and as needed.