Translating vision into reality.

Effective leaders encourage professional and personal development. CREATIVE’s senior leadership team emphasizes this culture, and the results shine through with the long-term loyalty and firm experience of our advisors.

While we’ve grown from our early days, CREATIVE’s leadership team keeps our team focused on the core beliefs and principles that have guided us throughout our rich history. Our senior leadership team has the experience and know-how to steady the course and navigate changing markets, technology, and business environments.

Managing Directors

Francis A. Naselli


Robert J. Hagenberg

Managing Sales Directors

Michael Bongiorno

James F. Burns

Martin Schweiter

Jesse H. Daniels

Stephen T. Graham

Joseph V. Naselli Jr.

Robert J. Kaplan ChFC®

Director of Business Development

Jaclyn Bowman

Business Resource Manager

Jenine Maguire

Client Experience Director

Gwenn Nolan

Assistant Operations Manager

Tara Rickards

Director of Operations

John Swarts

Director of Compliance

Michael Taylor

Talent Acquisition Director

Alexis Tulio

Brokerage Director

Thomas Millison