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# Creative Financial Group

Following a time-tested methodology, CREATIVE fuses ideas with action in offering clients actionable advice. This flexible service model provides clients with ongoing monitoring and the ability to change courses as personal and business objectives evolve.

## Sitemaps

- [XML Sitemap](https://www.1creative.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [<small>FINANCIAL NAVIGATION TO HELP YOU </small>REACH YOUR LIFETIME AND LEGACY GOALS](https://www.1creative.com/) - Following a time-tested methodology, CREATIVE fuses ideas with action in offering clients actionable advice. This flexible service model provides clients with ongoing monitoring and the ability to change courses as personal and business objectives evolve. HEAR OUR STORY
- [Licensing](https://www.1creative.com/licensing/) - We have individuals licensed to sell Securities in: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania,
- [About Creative](https://www.1creative.com/about/) - CREATIVE was established over forty years ago as a firm dedicated to offering a holistic approach to financial planning, focusing on the delivery of competent, actionable advice. The founding partners recognized that entrepreneurs, business owners, individuals, and their families had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past 40 plus
- [Services](https://www.1creative.com/services/) - SINCE EVERY SITUATION IS DIFFERENT, CREATIVE KNOWS THAT A ONE-SIZE-FITS-ALL APPROACH WON’T WORK. Having a steady, experienced hand to lead the way can make all the difference in plotting the course forward, while anticipating potential obstacles. CREATIVE offers a customizable blend of services to help entrepreneurs, business owners, individuals, and their families meet their lifetime
- [Our Team](https://www.1creative.com/our-team/) - FINANCIAL SERVICES PROFESSIONALS Financial Services professionals have played a pivotal role in helping individuals, families, and businesses achieve stability, security, and growth for over 40 years. They serve as advocates for you and your family by keeping you ahead of change as circumstances arise. The strength of our Financial Services professionals’ expertise results in advanced
- [In The Community](https://www.1creative.com/about/in-the-community/) - CREATIVE not only helps the clients we service, but also the community around us. We’re local and proud to be part of the communities we serve. “The Make Someone’s Day Committee” which is a group of employees at CREATIVE works diligently throughout the year by fundraising within the agency to provide to the charities that
- [Terms of Service](https://www.1creative.com/terms-of-service/) - Effective Date: 06/10/2025 Last Updated: 06/10/2025 ACCEPTANCE OF TERMS By accessing or using the Services, you represent that you are at least the age of majority in your place of residence, or that you are using the Services under the supervision and with the consent of your parent or legal guardian. USE OF THE SERVICES
- [Privacy Policy](https://www.1creative.com/privacy-policy/) - Effective Date: 06/10/2025 Last Updated: 06/10/2025 This Privacy Policy describes: Information that we receive from you when you interact with the Services How we use and process the information that we receive If and why Personal Information may be disclosed to third parties Your choices regarding the collection and processing of your Personal Information PLEASE
- [Locations](https://www.1creative.com/about/locations/)
- [Who We Are](https://www.1creative.com/about/who-we-are/) - For over forty years, we’ve been focused on building a strong team for the benefit of our clients. This holistic approach brings together Financial Professionals, as well as our Wealth Strategies, Investment Services, and Client Experience teams. We’ve also partnered with a well-vetted group of strategic resources that help us serve specialized business needs. As
- [INSIGHTS](https://www.1creative.com/insights/) - “Insights” is thought leadership content that CREATIVE provides that contains useful and valuable information across a wide array of topics. From discussing pending IRS rules that may affect family businesses, to potential estate planning roadblocks, “Insights” brings fresh, meaningful content directly to you. As always, we encourage you to contact your financial professional with any
- [Financial Wellness](https://www.1creative.com/financial-wellness/) - It’s time. Workers report that the #1 source of stress is personal finances.¹ This carries over into the workplace and can cause distraction at work, increased absenteeism, increased turnover, and delayed retirement. It can also exact a heavy toll on associates and their employers. It’s time to start thinking differently Financial Wellness is not a
- [Test](https://www.1creative.com/test/) - Expert writers will provide you with original material. The top essay writing services will give you no plagiarism. The best essay writing service ensures your privacy and make sure that you get the best professional paper possible. essay helper online They will also ensure you finish your paper on time. Look for a reliable customer
- [Entrepreneurship](https://www.1creative.com/entrepreneurship/) - All businesses face a fundamental challenge: innovate, grow and change... or eventually perish. Great companies address this reality by: Building entrepreneurial thinking into everyday behavior of employees Evaluating, on a continual basis, their business model in light of changes in their market Rewarding entrepreneurial behavior throughout the organization Dr. Stephen Spinelli, current president of Babson
- [Teaming](https://www.1creative.com/teaming/) - One of the most important legacies you may leave is your business and your business will only survive if you build a great team. Building a large team and having them work effectively and in a manner consistent with company values are challenging. It is important to remember that the most effective team leaders build
- [Succession](https://www.1creative.com/succession/) - Succession for your business is a STRATEGIC issue and not an incident of happenstance. Whether you are planning to sell your business, have a team of managers willing to carry the business forward, or your children plan to carry on the family legacy and tradition, you must plan in advance of making any decision in
- [Growth](https://www.1creative.com/growth/) - Creating value is critical to the success of any business. Choosing the right strategy for your business requires an in-depth understanding of your company’s objectives and culture. For some businesses, the primary focus is growing quickly, while for others, the primary objective centers on preserving and enhancing the company’s culture. The growth strategy chosen will
- [Alignment](https://www.1creative.com/alignment/) - The importance of developing skillsets for creating alignment is paramount to leading a healthy business. Establishing alignment in the midst of conflict requires the development of counterintuitive skills. The method through which we choose to manage daily points of conflict determines our effectiveness as leaders and teams. It impacts the culture, competitiveness and bottom line
- [Careers](https://www.1creative.com/careers/) - Whether you’re an experienced professional looking to take the next step in your career, or a younger professional just entering the workforce, CREATIVE might be the place for you. Many people look for a job; CREATIVE offers a career. Careers today are partnerships. You offer talent and drive, we offer the potential for unlimited opportunity
- [Wealth Protection and Risk Management Strategies](https://www.1creative.com/wealth-protection-and-risk-management/) - Once you’ve built wealth, protecting it becomes imperative. Minimizing the risks that can have a devastating impact on your wealth is no less important than the investment strategies by which you’ve accumulated wealth. With such a wide variety of strategies available, finding the right one for you can be overwhelming. CREATIVE can help you choose
- [Asset Management Solutions](https://www.1creative.com/asset-management/) - Investment objectives vary from one investor to another. Some clients are focused more on building assets, while others look to preserve what they’ve already amassed. As your life changes, so too do your investment objectives. With so many investment strategies available to investors today, having an experienced, steady hand to help guide you as you
- [Wealth Strategies Team](https://www.1creative.com/wealth-strategies-team-members/) - AEP® – The Accredited Estate Planner (AEP®) designation is presented by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. CFP® – The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the
- [Private Client Services](https://www.1creative.com/private-client-services/) - CREATIVE approaches the planning process with a profound view: no two clients are the same. This simple, yet often overlooked, perspective is the foundation upon which we build client relationships. It’s also why we’ve been able to establish and maintain such long-lasting partnerships with our clients. We deploy a comprehensive planning process by marshaling a
- [Creative Curriculum](https://www.1creative.com/curriculum/) - Learning is not a one-time event. It occurs every day throughout our lives. Understanding this, CREATIVE has assembled a library, or Curriculum, of resources supporting lifetime learning. Some of these resources are geared toward individuals and families, while others relate to the business world. Included in this library is an in-depth look at our legacy
- [Open Positions](https://www.1creative.com/open-positions-2/) - Financial Services Representative positions open in ALL of our office locations
- [Women’s Team](https://www.1creative.com/our-team/womens-team/)
- [Financial Professionals Resources](https://www.1creative.com/financial-professional-resources/) - Building your practice from the ground-up can be challenging and often requires a team effort. At CREATIVE, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners face by developing and implementing industry best practices. Our professionals
- [BROKERAGE](https://www.1creative.com/brokerage/)
- [Contact Us](https://www.1creative.com/contact-us/)
- [Personal Financial View](https://www.1creative.com/personal-financial-view/) - As a successful professional, your time is valuable. Navigating an ever-changing economy, business pressures and time restrictions is challenging. CREATIVE Financial Group helps you focus on what matters most to you. The technology solution, Personal Financial View® (PFV), integrates, organizes and updates your financial information. It offers you a feeling of confidence, knowing that your
- [Business Planning and Succession](https://www.1creative.com/business-planning-and-succession/) - When it comes to family business succession, financial and emotional issues often clash, creating a source of stress and frustration. Have you defined a succession plan for your family business? Whether it’s a first-generation enterprise or a fourth-generation, centuries-old company, knowing what comes next can define your family business legacy. CREATIVE knows that effective planning
- [Wealth Transfer, Trusts and Estate Planning*](https://www.1creative.com/wealth-transfer-trusts-and-estate-planning/) - Only with a clear understanding of your lifetime and legacy objectives can you develop, implement, and monitor a comprehensive plan to meet these goals. CREATIVE knows that a well-designed estate and wealth transfer plan offers many benefits. It can help provide financial security for your family, minimize taxes, and ensure your legacy. Our Financial Professionals
- [Corporate Services](https://www.1creative.com/corporate-services/) - In today’s fast-moving business environment, companies focus on what they do best: growing revenue and enhancing client relationships. Managing operational components is just as important when the long-term viability and success of the business and its employees are considered. With our rich history partnering with corporate clients, CREATIVE understands the unique challenges facing businesses today.
- [The CREATIVE Difference](https://www.1creative.com/about/the-creative-difference/) - At CREATIVE, we pride ourselves on a holistic approach for our clients that differs from the rest. Through this approach, we focus on the foundations of advocacy, intellectual capital, a customized planning methodology and a client experience team. ADVOCACY Clients trust CREATIVE to help protect themselves and their families, business partners, and associates from risk.
- [Financial Services Professionals](https://www.1creative.com/financial-services-professionals/) - With well over 500 years of collective experience together, financial services professionals have a foundation that is unprecedented in the industry. These shared experiences have evolved into a developed philosophy that combines the right people, processes, and capabilities that are purposefully instrumental in helping our clients achieve their lifetime and legacy goals.
- [Leadership Team](https://www.1creative.com/leadership-team-members/) - 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.
- [Legacy Series](https://www.1creative.com/legacy-series/) - When you hear the word “legacy”, what comes to mind? Do you think about your values, character, integrity and passions? Do you think about your family, employees, community, philanthropy and your business? Who will be impacted by your legacy planning? How will you be remembered? At CREATIVE Financial Group, we provide a continual stream of
- [Legacy Planning: Preparing the Next Generation](https://www.1creative.com/legacy-planning-preparing-the-next-generation/) - Preparing the next generation involves more than simply passing along assets. You also hope to pass along your beliefs and values, whether in family or business. According to a study by the Planned Giving Design Center (PGDC), in the coming years, nearly $41 trillion of wealth will transfer from Baby Boomers to Gen Y. This
- [Leadership Team](https://www.1creative.com/leadership-teams/) - Our Leadership Team brings decades of experience, gained from working inside the financial services industry. 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 financial services professionals. Click here to view our Leadership Team Members
- [Wealth Strategies Team](https://www.1creative.com/wealth-strategies-team/) - CREATIVE’s wealth strategies team is comprised of some of the most experienced financial minds that constantly monitor regulations, taxes and the political climate to help us stay current and deliver solutions that are ahead of the curve. This dedicated team of professionals benefits from shared collective experiences in wealth preservation, growth, and transference that helps
- [Governance](https://www.1creative.com/governance/) - Coming Soon!
- [Open Positions](https://www.1creative.com/open-positions/)
- [Private Client Services](https://www.1creative.com/services/private-client-services/) - Coming Soon...
- [Corporate Services](https://www.1creative.com/services/corporate-services/) - Coming Soon...
- [Legacy Series](https://www.1creative.com/curriculum/legacy-series/) - Coming Soon...
- [Advisor Stream Articles](https://www.1creative.com/curriculum/advisor-stream-articles/) - Coming Soon...
- [New Advisor](https://www.1creative.com/careers/new-advisor/) - Coming Soon...
- [Change of Career](https://www.1creative.com/careers/change-of-career/) - Coming Soon...
- [Advisors](https://www.1creative.com/advisors/) - Coming Soon...
- [Leadership Team](https://www.1creative.com/our-team/leadership-team/) - Coming Soon...

## Advisors

- [Victor Valeski](https://www.1creative.com/advisors/victor-valeski/)
- [Cole Vanderwerf](https://www.1creative.com/advisors/cole-vanderwerf/) - Cole VanderWerf graduated with honors from East Carolina University, where he earned his bachelor’s degree from the College of Business with a concentration in finance. As a Financial Services Representative, Cole focuses on building strong relationships with his clients on a professional and personal level. His main objective is to assist his clients in achieving
- [Daniel Wethey](https://www.1creative.com/advisors/daniel-wethey/) - Daniel Wethey is financial planner with CREATIVE, where he helps clients develop and manage personalized strategies to achieve their financial goals. As of 2024, he holds a degree in Agricultural Business Management with a minor in Entrepreneurship, Food and Biological Innovation from Pennsylvania State University. In his free time, he enjoys wading streams for trout,
- [Matthew Siegel, CLU®, ChFC®](https://www.1creative.com/advisors/matthew-siegel-2/) - Matthew Siegel is a seasoned professional with over 15 years of dedicated service in the financial services industry. His current role as the Brokerage Director and Annuity Specialist at Creative Financial Group since January 2016 is a testament to his wealth of knowledge and expertise. Matthew began his career at MetLife, where he worked as
- [Craig Seminara](https://www.1creative.com/advisors/craig-seminara/) - Craig Seminara has earned the designation of Chartered Financial Consultant from the American College of Financial Services. He is Series 7 and 66 certified and also holds licenses for Life, Accident, and Health Insurance. Craig graduated from William Paterson University in 1996 with a degree in Environmental Science. He currently resides in Succasunna, NJ, with
- [Eric Fareri](https://www.1creative.com/advisors/eric-fareri/) - Eric Fareri is a financial advisor with CREATIVE, where he works with individuals, families, and businesses toward securing their financial futures. He takes pride in helping set clients up to meet their personal objectives while building meaningful, long-lasting relationships. Eric holds a finance degree from Monmouth University. He is also an active member of the
- [Joseph Hughes, CFP®, ChFC®](https://www.1creative.com/advisors/joseph-hughes-chfc/) - PERSONAL: Joe Hughes, a seasoned Investment Advisor at Creative Financial Group, brings over a decade of experience in financial planning and investment management. He specializes in helping clients achieve their financial goals through personalized guidance and strategic planning. Joe previously worked part-time at Energy People Federal Credit Union for eight years while becoming a financial
- [JOSEPH SYERNICK](https://www.1creative.com/advisors/joseph-syernick/) - Joseph Syernick is a Financial Advisor and Registered Representative for MML Investors Services, LLC. and has been with CREATIVE for 26 years, where he is currently a Senior Partner. Prior to that, he worked at Stockton Bates & Company, where he earned the CPA designation. He is a graduate of Franklin and Marshall College with
- [ROBERT TUSCHINSKI](https://www.1creative.com/advisors/robert-tuschinski/) - BUSINESS PHILOSOPHY To assist my clients in making intelligent investment and insurance decisions, so they can live confidently and retire comfortably. VALUE STATEMENT My clients entrust me to help them with their investment and insurance decisions. I provide advice when necessary and planning where warranted through one of our firm’s onsite financial planners. An uncertain,
- [Anthony Scarpino](https://www.1creative.com/advisors/anthony-scarpino/) - Anthony Scarpino is a Financial Planner and Advisor at Creative Financial Group with over a decade of client-focused experience. A graduate of Pennsylvania State University, he holds his Series 7, Series 66, and Life & Health licenses and takes a planning-first approach centered on identifying opportunities, simplifying complexity, and tailoring strategies specific to each client's
- [Keith Maguire](https://www.1creative.com/advisors/keith-maguire/) - Keith Maguire graduated from Clemson University in 2023, where he played football, with a degree in finance and a minor in Accounting. He is Series 7 securities registered and licensed in Life, Accident, and Health Insurance. Outside of work, Keith spends part of his time coaching football. He also enjoys playing golf and spending time
- [Alexander "Sasha" Michael Jakucs](https://www.1creative.com/advisors/alexander-sasha-michael-jakucs/) - Sasha Jakucs is a financial planner with CREATIVE, where he helps clients develop and manage personalized strategies to achieve their financial goals.He holds a Bachelor of Science in Management from the University of South Florida (2020) and is licensed with his Series 7, Series 66, Property & Casualty, and Life & Health Insurance licenses. Before
- [Jerry Gray](https://www.1creative.com/advisors/jerry-gray/) - Jerry Gray is a financial advisor with Cadence Financial Management, where they work with individuals, families, and businesses toward securing their financial futures. Jerry takes pride in helping set clients up to meet their personal objectives while building meaningful, long-lasting relationships. Jerry holds a degree in Risk Management from Pennsylvania State University. He currently holds
- [Darren DiRenzo](https://www.1creative.com/advisors/darren-direnzo/) - Darren DiRenzo is a dedicated Financial Planner committed to guiding individuals and families towards financial security. With a Bachelor of Business Administration in Finance from James Madison University, Darren combines his academic knowledge with practical experience to offer tailored financial solutions to his clients. During his collegiate years, Darren not only excelled academically but also
- [JOSEPH CARR](https://www.1creative.com/advisors/joseph-carr/) - Joseph C. Carr is a Financial Advisor and Financial Services Representative with MML Investors Services, LLC and has been with CREATIVE since 1997. He is a graduate of West Chester University with a degree in Education and Malvern Preparatory School. Joe resides in Lower Gywnedd, Pennsylvania, with his wife, Gina and their three children, Riley,
- [DONNA GERACE](https://www.1creative.com/advisors/donna-gerace/) - BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. QUALIFICATIONS CERTIFIED FINANCIAL PLANNER™ Licensed to sell Life
- [KEITH LECKY](https://www.1creative.com/advisors/keith-lecky/) - Keith Lecky is a graduate of Amherst College. He is Series 6, 7, 63 securities registered, and has his Life, Accident and Health insurance license. Keith is a Registered Representative of MML Investors Services LLC. In his spare time, Keith enjoys coaching and family trips. He is also involved with Penn Ag Industries, BIA of
- [Mason Abate](https://www.1creative.com/advisors/mason-abate/) - Mason Abate joined CREATIVE as a financial advisor after graduating from Elizabethtown College with a degree in Finance. Mason is Series 7 and 66 securities registered and holds licenses for Life, Accident, and Health Insurance. Mason currently resides in Malvern, PA. One of his greatest accomplishments is remaining cancer free for ten years. Outside of
- [RYAN GALLOWAY](https://www.1creative.com/advisors/ryan-galloway/) - Ryan Galloway is a graduate of The University of Delaware and has a Degree in Finance. He is Series 7 and 66 securities registered, and has his Life, Accident and Health insurance license. Ryan is a financial services representative and Investment Advisor Representative with MML Investors Services, LLC. Ryan resides in Philadelphia, PA.
- [Scott Lissansky](https://www.1creative.com/advisors/scott-lissansky/)
- [STEPHEN IZZI](https://www.1creative.com/advisors/stephen-izzi/) - Stephen F. Izzi is a graduate of Pierce College and has a Degree in Finance and Accounting. He received his ChFC designation from the American college, and isan Investment Advisor Representative. He is Series 6, 63 securities registered, and has his Life, Accident and Health Insurance License. Stephen is a registered representative of MML Investors
- [STANLEY MINKA](https://www.1creative.com/advisors/stanley-minka/) - Stan Minka started his financial services career in 1977 with MetLife, just after graduating from High Point College with a degree in mathematics. Born and raised in the Wilmington area, Stan is a 1973 graduate of Alexis I. DuPont High School and currently resides in Avondale, PA with his wife Melissa of 30 years. They
- [BRETT MONTICH](https://www.1creative.com/advisors/christopher-montich/) - C. Brett Montich, CFP®, ChFC®, CLU®, ReBC®, CAP® is a Financial Representative, is a 2000 graduate of Gettsburg College and has a Bachelor's degree in Economics, Management and a Religion minor. He is a Series 6, 7, 63, and 65 securities registered and has his Life, Accident and Health, and Property and Casualty insurance license.
- [COLIN LAW CFP®, MSFS®](https://www.1creative.com/advisors/colin-law/) - BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. QUALIFICATIONS Licensed to sell Life & Health Insurance
- [GARY PETERS](https://www.1creative.com/advisors/gary-peters/)
- [WILLIAM STINGER](https://www.1creative.com/advisors/william-stinger/) - BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. QUALIFICATIONS Licensed to sell Life & Health Insurance
- [NICHOLAS FOWLER](https://www.1creative.com/advisors/nicholas-fowler/) - Nicholas Fowler is a graduate of Rowan University with a Bachelor of Science degree in Finance. He has a vision to grow in all aspects of his life. He grew up in South Jersey, working at local coffee shops and creating relationships at a very early age. Great interpersonal skills are one of his many
- [Kyle Mittelstadt](https://www.1creative.com/advisors/kyle-mittelstadt/) - Kyle Mittelstadt is a Financial Advisor at CREATIVE Financial Group, where he helps individuals and families plan for their financial futures with confidence and clarity. A graduate of the University of Delaware, Kyle earned a double major in Finance and Financial Planning & Wealth Management, along with a minor in Economics. He graduated in 2024
- [William Heath](https://www.1creative.com/advisors/william-heath/) - Billy joined CREATIVE Financial Group after graduating Magna Cum Laude from The Citadel, The Military College of South Carolina. He dedicated his career to supply his clients with the resources and expertise needed to navigate complex financial obstacles and providing stability during uncertain times. Along with a team of trusted professionals, Billy offers guidance
- [Vincent Petracco, CFP®, MBA](https://www.1creative.com/advisors/vincent-petracco/) - Vincent Petracco, a native of Nutley, NJ, is a Certified Financial Planner (CFP®) & holds a degree in Business Finance and an MBA from Seton Hall University. Alongside his team, he operates a financial planning practice in Fairfield, specializing in assisting families & small business owners with retirement savings, asset protection, and short-term financial goals.
- [Van Nelson](https://www.1creative.com/advisors/van-nelson/)
- [Tsai-Juan Hung](https://www.1creative.com/advisors/tsai-juan-hung/)
- [Thomas A. Powers Jr.](https://www.1creative.com/advisors/thomas-a-powers-jr/)
- [Terry Carey CLU, CHFC, AEP](https://www.1creative.com/advisors/terry-carey/) - Terrence S. Carey has earned the professional designations of Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner from The American College. He is currently working toward his Master of Science in Financial Services. The knowledge gained in his thirty years of experience enables him to competently assist individuals to accumulate, conserve, and productively
- [Steve Grossbard](https://www.1creative.com/advisors/steve-grossbard/)
- [Stephen Scuttaro](https://www.1creative.com/advisors/stephen-scuttaro/)
- [Seung Y. Cho](https://www.1creative.com/advisors/seung-y-cho/)
- [Robert Mullin](https://www.1creative.com/advisors/robert-mullin/)
- [Robert Clayton](https://www.1creative.com/advisors/robert-clayton/)
- [Robert Blundon](https://www.1creative.com/advisors/robert-blundon/)
- [Robert Azzollini](https://www.1creative.com/advisors/robert-azzollini-2/)
- [RICHARD LAVER](https://www.1creative.com/advisors/richard-laver/) - Rich Laver joined CREATIVE in 2010 to head up the Disability Income Insurance Division. Rich began his career in 1986 and has been a Specialist with numerous Disability income insurance providers. Over the past 31 years Rich’s commitment to helping people, coupled with his drive and strong work ethic has resulted in many successes. He
- [Richard Hennessy Jr.](https://www.1creative.com/advisors/richard-hennessy-jr/)
- [Ricardo Dager](https://www.1creative.com/advisors/ricardo-dager/)
- [Peter Klein](https://www.1creative.com/advisors/peter-klein/)
- [Patrick Connelly](https://www.1creative.com/advisors/patrick-connelly/) - As a Financial Services Representative with CREATIVE Financial Group, I believe in a sound relationship based on trust and understanding. My approach is based on a personal commitment dedicated towards taking the time to understand your needs and what is important to you. My philosophy is to implement a prudent approach designed to guide you
- [Paras Vakharia](https://www.1creative.com/advisors/paras-vakharia/) - I focus on assisting individuals, families and businesses to put plans in place today that will provide financial peace of mind for their futures.
- [Norman Chevlin](https://www.1creative.com/advisors/norman-chevlin/) - Million Dollar Round Table (MDRT) Life & Qualifying Member (1994) National Association of Insurance and Financial Advisors (NAIFA) Member (1994) Norman has been helping families and business owners reach their financial goals for over 32 years. He focuses on establishing lasting relationships with his clients by providing the highest level of client service in the
- [Nick Pisorchik](https://www.1creative.com/advisors/nick-pisorchik/) - Nicholas Pisorchik is a driven Financial Advisor based in Newark, DE, committed to focusing on the needs of accomplished individuals, entrepreneurs, professionals, closely held corporations, and family-owned businesses. He completed his education at the University of Delaware in 2023, where he earned a double major in Finance and Marketing, demonstrating his commitment to understanding both
- [Michael Liskowitz](https://www.1creative.com/advisors/michael-liskowitz/)
- [Michael Abrams](https://www.1creative.com/advisors/michael-abrams-2/)
- [Michael A. Morelli](https://www.1creative.com/advisors/michael-a-morelli/) - Michael A. Morelli is a Sales Manager and Certified Plan Fiduciary Advisor (CPFA) at CREATIVE. Since joining the firm, he has been a valuable contributor and was named Employee of the Year for 2021, Manager of the Year for 2023, and Manager of the Year for 2024. Additionally, Michael was also recognized by CREATIVE for
- [Mark Ringwald](https://www.1creative.com/advisors/mark-ringwald/) - It is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs. I can also provide you with a full assessment of your financial needs which include
- [Luke DeCandia](https://www.1creative.com/advisors/luke-decandia/) - Luke DeCandia has worked in the financial services industry for over 35 years. Luke has passed the requirements of some of the industry’s top designations which include Certified Financial Planner (CFP) professional, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Luke has successfully helped his clients develop strategies to achieve their retirement financial goals,
- [Laurie Aromando](https://www.1creative.com/advisors/laurie-aromando-2/)
- [Juan Rengifo](https://www.1creative.com/advisors/juan-rengifo/)
- [Joseph Ablahani](https://www.1creative.com/advisors/joseph-ablahani/)
- [Jonathan D. Bookbinder](https://www.1creative.com/advisors/jonathan-d-bookbinder/)
- [JOHN PRESTA](https://www.1creative.com/advisors/john-presta/) - BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. QUALIFICATIONS 20 Years of Service Licensed to sell
- [Jeffrey Force Dickinson CFP®](https://www.1creative.com/advisors/jeffrey-force-dickinson-cfp/)
- [Jeffrey A. Shapiro](https://www.1creative.com/advisors/jeffrey-a-shapiro/) - Is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s meet their goals. Jeff graduated from Rider College with a Bachelor of Science degree in Commerce. He started with the firm that would become CREATIVE Financial Group in
- [James F. Burns Jr.](https://www.1creative.com/advisors/james-f-burns-jr/) - Please visit www.jamesfburnsjr.com for more information and additional resources. Jim began his career in financial services with CREATIVE Financial Group upon graduation from Penn State University in 1992 with a B.A. degree in Speech Communications. He is Series 6 and 63 Securities licensed and holds his Life, Accident, and Health Insurance license. My focus: Jim
- [J. Earl Daniels](https://www.1creative.com/advisors/j-earl-daniels/)
- [GERARD BENEDICT](https://www.1creative.com/advisors/gerard-benedict/) - Jerry Benedict is a graduate of Widener University and has a degree in Finance as and an MBA from West Chester University. Jerry was the 2008 recipient of the Widener University Finance Student of the Year Award and the recipient of the 2008 Commencement Finance Prize. He was also a nominated and selected panelist for
- [Erik Gaines](https://www.1creative.com/advisors/erik-gaines/) - In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial professional to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which
- [Douglas Mohrmann](https://www.1creative.com/advisors/douglas-mohrmann/)
- [Douglas Berry](https://www.1creative.com/advisors/douglas-berry/)
- [Daniel Rushefsky](https://www.1creative.com/advisors/daniel-rushefsky/)
- [Daniel Lamego](https://www.1creative.com/advisors/daniel-lamego/) - Danny and his team are dedicated to putting their client’s goals and needs FIRST. He is effectively supported by a team of administration, group benefits and investment product specialists. The team's collaborative work and professionalism help Danny build long-term relationships with his growing client base and provide consistently excellent customer service. Danny has been in
- [DANIEL JOIE](https://www.1creative.com/advisors/daniel-joie/) - PROFESSIONAL QUALIFICATIONS AND ACCREDITATIONS CERTIFIED FINANCIAL PLANNER™ professional Registered Representative and Investment Advisor Representative, MML Investors Services, LLC. Financial Professional for over 25 years Graduate of Rutgers University, B.S. Degree in Accounting & Business Management Series 7, 22 & 63 securities registrations Graduate of College for Financial Planning AREAS OF CONCENTRATION Wealth Accumulation & Distribution Strategies
- [Christian Robinson](https://www.1creative.com/advisors/christian-robinson/)
- [Chris Hasselgren](https://www.1creative.com/advisors/chris-hasselgren/)
- [Carmelo Bruzzesi](https://www.1creative.com/advisors/carmelo-bruzzesi/)
- [Bob Kuberski](https://www.1creative.com/advisors/bob-kuberski/) - Bob Kuberski is a Financial Planner with CREATIVE financial group, where he and his team specialize in helping individuals, families and their businesses solidify their financial futures. Bob’s investment background began in 1996, subsequent to his time as a naval officer, when he joined Associated Investments in Green Bay, WI after his rookie NFL season
- [Ben Bauer](https://www.1creative.com/advisors/ben-bauer/) - Benjamin Bauer is a dedicated Financial Advisor and Financial Planner residing in Downingtown, PA. He graduated from Castleton University in 2016 with a degree in Business Administration, concentrating in Marketing. Before transitioning to the financial sector, Benjamin spent three years playing professional ice hockey and two years coaching and training at Method Hockey, LLC. In
- [Anthony Canderozzi](https://www.1creative.com/advisors/anthony-canderozzi/) - As a Financial Planner who specializes in working with retirees, I can help you define your current situation, look at your future goals and outline a program to help you achieve them. I understand that each person’s position is unique. Together, we will develop a strategy that is based on your needs and your objectives.
- [Anthony Botte](https://www.1creative.com/advisors/anthony-botte-2/)
- [Anthony Basciano](https://www.1creative.com/advisors/anthony-basciano/) - Anthony Basciano attended Neumann University and graduated cum laude in 2022 as an Accounting major and Finance minor. Anthony is Series 7 and 66 securities registered and also holds licenses for Life, Accident & Health Insurance. While at Neumann University, Anthony was named to the Atlantic East All-Academic team from 2019-2022. He was also a
- [Adam Potulski, MBA, CMT](https://www.1creative.com/advisors/adam-potulski/) - Adam Potulski is a financial advisor with over 18 years of experience in wealth management and investment planning. Prior to joining CREATIVE, Adam worked for Ameriprise Financial and PNC Wealth Management. While at PNC, Adam was named a Market All Star in 2015. He also received the Ameriprise Ultimate Digital Excellence Award in 2021. Adam
- [Kevin O'Neill Jr](https://www.1creative.com/advisors/kevin-oneill-jr-2/) - Kevin O’Neill Jr. is a passionate and driven Financial Planner based in Pennsylvania. With a strong academic background, he graduated from Saint Joseph’s University in 2022, earning a degree in Economics that laid the groundwork for his career in the financial sector. Kevin began his professional journey at SEI, where he worked for a year,
- [ALEXANDER STEWART](https://www.1creative.com/advisors/alexander-stewart/) - Alex Stewart is a graduate of Saint Joseph’s University, where he earned a degree in International Business in 2018. He holds Series 6, 63, and 65 securities registrations, along with licenses in Life, Accident, and Health Insurance. A proud alumnus of Saint Joseph’s Preparatory School, Alex is dedicated to helping clients navigate their financial futures.
- [MARC VIRGA](https://www.1creative.com/advisors/marc-virga/) - Marc started in the industry as a 19-year-old Drexel co-op student. Along with his 22 years in the industry, he also has 8 years of management experience. Marc’s Enthusiasm and passion drives him to focus on strategic planning for his clients. He thrives in personal relationship management while holding both clients, as well as internal
- [STEPHANIE RINSCHLER TRENTOWSKI](https://www.1creative.com/advisors/stephanie-rinschler-trentowski/) - Stephanie Trentowski is a graduate of the University of Delaware, where she earned her Bachelor’s Degree from the School of Business with a primary concentration in Marketing. She earned three varsity letters playing Division I Women’s Soccer for the Blue Hens. Born and raised in Hockessin, DE, Stephanie is a graduate of Saint Mark’s High
- [DANIEL STROUD](https://www.1creative.com/advisors/daniel-stroud/)
- [LISA RYDZEFSKI](https://www.1creative.com/advisors/lisa-rydzefski/)
- [CHARLES MCDONALD](https://www.1creative.com/advisors/charles-mcdonald/) - Business Philosophy My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. Qualifications • Financial Services Professional since 1979 •
- [NANCY LITTLETON](https://www.1creative.com/advisors/nancy-littleton/) - BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. QUALIFICATIONS Investment Advisor Representative Licensed to sell Life
- [ANDREW FERRELL](https://www.1creative.com/advisors/andrew-ferrell/) - Andrew Ferrell works with his clients to take the stress out of managing their finances. He is passionate about helping individuals reach their long-term financial goals and prepare for retirement. Prior to joining CREATIVE, Andrew graduated from Wesley College in 2012 and worked at Ameriprise Financial Services as a Paraplanner. Andrew currently resides in Wilmington,
- [TIMOTHY FERRELL](https://www.1creative.com/advisors/timothy-ferrell/)
- [BRYAN DURRINGTON](https://www.1creative.com/advisors/bryan-durrington/)
- [FRANK CHARLTON](https://www.1creative.com/advisors/frank-charlton/)
- [RICHARD COOK](https://www.1creative.com/advisors/richard-cook/)
- [Fred Harraka](https://www.1creative.com/advisors/fred-harraka/)
- [WALTER TIMBY](https://www.1creative.com/advisors/walter-timby/) - Walt joined CREATIVE in 2002. He enjoys working with successful individuals, families and business owners to provide comprehensive financial planning and advice so that they can successfully achiever their goals and objectives. Walt is a graduate of St. Joe’s Prep and Fordham University. Prior to working at CREATIVE, he worked at Gabelli Asset Management in
- [MICHAEL DEFONEY](https://www.1creative.com/advisors/michael-defoney/) - Mike DeFoney works with his clients and their families to provide financial planning services. He ensures that all necessary steps are taken to help them meet their long-term investment goals. Mike graduated from Rowan University with a degree in finance and subsequently earned a master’s degree in taxation from Drexel University. Mike also holds the
- [DANIEL FORDICE](https://www.1creative.com/advisors/daniel-fordice/) - Daniel J. Fordice is a Certified Investment Management Analyst (CIMA) designee and member of the Irvine Team, focused on giving investment advice. Daniel grew up in Raleigh, NC, graduated from the University of Alabama and lives in Philadelphia.
- [BRENAN MCALLISTER](https://www.1creative.com/advisors/brenan-mcallister/) - Brenan McAllister, originally from Salisbury, Maryland, graduated from Bucknell University in 2016 with a B.S. in the Interdisciplinary Studies of Economics and Mathematics. At Bucknell, he was a four year member of the Division I Wrestling Team, a representative of the Student-Athlete Advisory Committee (SAAC), and of the Bison Leaders Academy.
- [Kevin O'Neill Jr.](https://www.1creative.com/advisors/kevin-oneill-jr/)
- [Samuel DiGaetano](https://www.1creative.com/advisors/samuel-digaetano/) - MY GOAL: I am a strong believer in the idea that each person is unique in his or her goals, values, and ideologies of success. My client-first strategy aligns with my beliefs and morals. To produce a correct and comprehensive financial strategy, my team and I must first develop a relationship with the client at
- [Michele Hakes](https://www.1creative.com/advisors/michele-hakes/)
- [Rodney Boylan](https://www.1creative.com/advisors/rodney-boylan/) - I help my clients make confident decisions based on their goals and concerns. Every client is different, so I customize my planning and solutions for their specific needs. My best work is with clients who value advice and have the desire to act upon that advice. I value long-term client relationships and strive to provide
- [Austin Cioffi](https://www.1creative.com/advisors/austin-cioffi/) - Austin Cioffi, a Financial Services Representative, brings a wealth of experience from Wall Street to his thriving role at CREATIVE Financial Group. With a genuine passion for building relationships, Austin excels in connecting with clients on a personal level, prioritizing tailored solutions to meet their financial needs. Beyond serving his clients, Austin actively supports his
- [PAUL VENTO, ChFC®](https://www.1creative.com/advisors/paul-vento/) - PERSONAL B.S. Glassboro State College (Rowan University) Graduate of Paul VI High School, Haddon Twp. NJ Resides in Glassboro, NJ Married to Kimberly Vento 3 Children: Jessica, Paul III, Nicholas Member of Our Lady of Lourdes Parish Member of St. Anthony’s Aid Society
- [Eric Murtha](https://www.1creative.com/advisors/eric-murtha/)
- [Frank Karpack](https://www.1creative.com/advisors/frank-karpack/)
- [John Tumminia, Jr.](https://www.1creative.com/advisors/john-tumminia-jr/)
- [SHAWN BRADLEY](https://www.1creative.com/advisors/shawn-bradley/) - Shawn Bradley brings a unique perspective to financial advisory, having transitioned from a successful career as a golf professional to becoming a fully licensed financial advisor at CREATIVE Financial Group. His journey in golf instilled invaluable lessons that seamlessly translate into his approach to financial services. At the core of Shawn’s practice is a dedication
- [John Grill](https://www.1creative.com/advisors/john-grill/)
- [Robert DeScherer](https://www.1creative.com/advisors/robert-descherer/) - CA Insurance License # OF5550 State of Domicile: NJ “My personal goal is to become a lifetime resource for each and every client.”
- [Jayson DeCandia](https://www.1creative.com/advisors/jayson-decandia/) - CA Insurance License # OG01198 State of Domicile: NJ “I look forward to working individuals, families and business owners to be an integral part of their financial futures for the long-term.” As an experienced Financial Advisor, I understand that each person’s position is unique. Together, we will develop a strategy that is based on your
- [Donna Lorch](https://www.1creative.com/advisors/donna-lorch/)
- [Joseph Locrotondo](https://www.1creative.com/advisors/joseph-locrotondo/)
- [Melanie Dahl, CASL](https://www.1creative.com/advisors/melanie-dahl/) - I help my clients make confident decisions based on their goals and concerns. Every client is different, so I customize my planning and solutions for their specific needs. My best work is with clients who value advice and have the desire to act upon that advice. I value long-term client relationships and strive to provide
- [Connor Bekefi](https://www.1creative.com/advisors/connor-bekefi/)
- [Vincent Ablahani](https://www.1creative.com/advisors/vincent-ablahani/)
- [Connor Fernholz](https://www.1creative.com/advisors/connor-fernholz/) - After achieving financial independence at a young age, Connor Fernholz assists his clients with their own financial planning needs. He graduated from Liberty University with a B.S. in Accounting and worked at Edward Jones before joining the CREATIVE team. Connor currently resides in his hometown of Westampton, NJ. Outside of work he enjoys spending time
- [Lisa Burns](https://www.1creative.com/advisors/lisa-burns/) - I’m passionate about motivating women to take ownership of their financial future! My life experiences and challenges as a woman in her mid-50s, a mother, and a business partner with my husband, have taught me that life events can happen when we least expect them, and prioritizing planning is of utmost importance for the well-being
- [CONNOR DAVIS, ChFC®](https://www.1creative.com/advisors/connor-davis/) - Connor Davis provides his clients with holistic financial advice. He also utilizes individualized goal analysis and protection strategies to offer solutions to common financial concerns. Connor works with a range of clients, from individuals to families and businesses of all sizes, identifying gaps in their long-term financial strategies and offering solutions to fill them. He
- [Victor Marcelo](https://www.1creative.com/advisors/victor-marcelo/)
- [Brandon Martin](https://www.1creative.com/advisors/brandon-martin/) - Through a “client-first” philosophy, I am committed to providing the highest standards of customer service and transparency in working with individuals, groups or businesses to help achieve their financial goals. With rapidly changing financial and political landscapes, it is imperative to ensure that decisions and philosophies fit into a comprehensive and complete financial strategies. Along
- [JACOB MYERS, ChFC®](https://www.1creative.com/advisors/jacob-myers/) - Jake Myers offers comprehensive financial services to his clients. He is focused on setting strategies to help ease the challenges associated with both short- and long-term budgeting and investing, as well as preparing for retirement. Jake applies his problem-solving skills to help individuals and families work through complex financial decisions. Jake graduated Summa Cum Laude
- [Anthony Lucidonio](https://www.1creative.com/advisors/anthony-lucidonio/)
- [JONATHAN JARAIEDI](https://www.1creative.com/advisors/jonathan-jaraiedi/) - Jon Jaraiedi graduated Cum Laude from West Virginia University with a bachelor’s degree in Finance. Jon started his practice at CREATIVE back in 2006. Since then, he has continued his education by obtaining designations through The American College to include: Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter. As a CERTIFIED FINANCIAL PLANNER
- [MARK KIRSCH](https://www.1creative.com/advisors/mark-kirsch/) - Mark Kirsch joined CREATIVE in 2000. With more than 15 years of industry experience he focuses on Retirement Planning Strategies coupled with Investment Planning and Asset Management Strategies, which he provides to a select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs. He earned
- [NED MOORE](https://www.1creative.com/advisors/ned-moore/) - Ned Moore has been with CREATIVE Financial Group since 2001. Prior to joining CREATIVE, Ned worked at Fisher Investments. With 20 years of experience in the industry he focuses on delivering comprehensive, financial solutions to a select group of executives, business owners, and other successful individuals and families who have planning and wealth management needs.
- [TRENT LEUPOLD](https://www.1creative.com/advisors/trent-leupold/)
- [NICHOLAS FAMILETTI](https://www.1creative.com/advisors/nicholas-familetti/) - Nick Familetti joined CREATIVE after earning dual degrees in economics and professional golf management. He works with individuals, families, and small businesses to establish and implement financial strategies. Nick is committed to working with his clients to help them reach their long-term goals for retirement. He recognizes that each client has individual needs and provides
- [Ronald H. Carr Jr.](https://www.1creative.com/advisors/ronald-h-carr-jr/) - I have built long-term relationships with many of my clients, knowing that as their advisor, it is my responsibility to ask, listen and adapt to their changing needs.” Ronald H. Carr, Jr. CFP®, CLU®, ChFC®, has been practicing for 40 years as a financial professional. He specializes in insurance and investment services, as well as
- [Kearen Miller](https://www.1creative.com/advisors/kearen-miller/) - Kearen Miller graduated from Duquesne University in 2023 with a major in Finance and a minor in Accounting. Prior to joining CREATIVE, he worked for Federated Hermes. After recently passing his licensing exams, Kearen holds his Series 7 and 66 as well as his Life, Accident, and Health Insurance licenses. Kearen resides in Newtown Square,
- [Jack Walker](https://www.1creative.com/advisors/jack-walker/)
- [David Serratore](https://www.1creative.com/advisors/david-serratore/)
- [WILLIAM MACKNIS](https://www.1creative.com/advisors/william-macknis/) - A graduate of the Erivan K. Haub School of Business at Saint Joseph’s University, Bill Macknis joined CREATIVE Financial Group in 2010. Since then, Mr. Macknis has delivered comprehensive, financial solutions to successful individuals, families, businesses, and business owners who have financial services needs. QUALIFICATIONS B.S. in Finance at Erivan K. Haub School of Business
- [William Franko](https://www.1creative.com/advisors/william-franko/)
- [Michael Sumi](https://www.1creative.com/advisors/michael-sumi/)
- [Bryan Telzer](https://www.1creative.com/advisors/bryan-telzer/) - Bryan Telzer is a Financial Planner, an Investment Advisory Representative and a Registered Representative. A graduate of Rutgers University, Bryan majored in Economics and minored in Psychology. He is Series 7 and 66 securities registered and holds licenses for Life, Accident, Property & Casualty and Health Insurance. Bryan currently resides in Freehold, NJ with his
- [Dave Maurer](https://www.1creative.com/advisors/dave-maurer/) - “Every client is important to me. I recognize that, regardless of asset size, every client is discussing with me their personal fortune and I am dedicated to treating it as such. My commitment is to have every client feel like my most important client. The moment they don’t, I have failed.” David has been in
- [Eric Karlik](https://www.1creative.com/advisors/eric-karlik/) - Mr. Karlik, along with CREATIVE Financial Group, utilize a unique and proven form of joint teamwork, in which as part of a team, Mr. Karlik offers a combined experience of over 50 years in the financial services industry. Through accessibility and concepts, Mr. Karlik and his team give you the quality of service that will
- [Gerald Jarmusik](https://www.1creative.com/advisors/gerald-jarmusik/) - In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which
- [Robert Blundon](https://www.1creative.com/advisors/robert-bludon/)
- [Joseph Del Guercio](https://www.1creative.com/advisors/joseph-del-guercio/) - Clients rely on my advice to help them make sound decisions about building and protecting their wealth in order to achieve both their personal and business objectives. I pride myself on providing personalized one on one service and truly believe in the “client first” philosophy. My personal goal is to become a lifetime resource for
- [MICHAEL ROOT](https://www.1creative.com/advisors/michael-root/)
- [MICHAEL DAYTON](https://www.1creative.com/advisors/michael-dayton/) - Michael Dayton is a graduate of Widener University with a bachelor’s degree in Economics with concentrations in Personal Financial Planning. He holds designations through the American College as a Chartered Financial Consultant and Chartered Life Underwriter. Mike has been with CREATIVE since 2009, is a financial services representative who holds FINRA Series 6, 7, 63,
- [PAUL MONTEFIORE](https://www.1creative.com/advisors/paul-montefiore/) - Paul Montefiore is a graduate of Ursinus College and has a Degree in Business and Economics with a minor in Media and Communications. He is Series 6, 63, 65 securities registered, has a Life, Accident and Health insurance license, and a Property and Casualty license. He is a Registered Representative and Financial Advisor of MML
- [Matthew F. Catania, MBA](https://www.1creative.com/advisors/matthew-f-catania-mba/)
- [JEFFREY GRUEHN](https://www.1creative.com/advisors/jeffrey-gruehn/) - I grew up in Severna Park Maryland, graduated from the University of Maryland in 1987 with a degree in bio chemistry, was married later that year, and then moved to Philadelphia where I joined a small financial services firm. I worked 60 to 70 hours a week, became a student of the business, and made
- [Timothy Korwin](https://www.1creative.com/advisors/timothy-korwin/)
- [Jacklyn Naselli](https://www.1creative.com/advisors/jacklyn-naselli/) - As a Financial Advisor, Jacklyn Naselli focuses on the financial wellness of her clients. In 2022, Jacklyn was recognized by CREATIVE as a Rising Leader in the firm. She is a proud third-generation CREATIVE professional, following her grandfather, parents, aunts, and uncles. Jacklyn is Series 7 and 66 securities registered. She also holds licenses for
- [Nicholas Martino](https://www.1creative.com/advisors/nicholas-martino/) - Nicholas Martino is Financial Planner / Financial Advisor at CREATIVE. He is Series 7 and 66 securities registered and holds licenses for Life, Accident, and Health Insurance. A graduate of Malvern Prep, Nicholas currently resides in Media, PA. Outside of work, he enjoys playing golf, fishing, and spending time with family and friends.
- [CJ Scoffone](https://www.1creative.com/advisors/cj-scoffone/) - CJ Scoffone is a 2022 graduate of Penn State University with a degree in Agribusiness Management and a Smeal Certificate in Business. To assist his clients with their financial needs, CJ is Series 7 and 66 certified and also holds licenses for Life, Accident & Health Insurance. A resident of Thornton, PA, CJ enjoys spending
- [Matthew Delphais](https://www.1creative.com/advisors/matthew-delphais/) - Matthew Delphais graduated from Villanova University in 2022 with Magna Cum Laude honors. While at Villanova, he double majored in Finance and Business Analytics. Matthew is Series 7 and 66 certified and also holds licenses in Pennsylvania for Accident & Health Insurance. He is also licensed for Life & Fixed Annuities as well as Variable
- [Robert Azzollini](https://www.1creative.com/advisors/robert-azzollini/)
- [Stephen McClellan](https://www.1creative.com/advisors/stephen-mcclellan-2/)
- [Dawn Green](https://www.1creative.com/advisors/dawn-green/)
- [Evan Silverstein](https://www.1creative.com/advisors/evan-silverstein/)
- [Richard Hennessy III](https://www.1creative.com/advisors/richard-hennessy-iii/)
- [PATRICK CALIGIURI](https://www.1creative.com/advisors/patrick-caligiuri/) - Patrick Caligiuri is a Financial Advisor with more than 31 years of experience in financial services in the non-profit retirement arena. Patrick specializes in empowering clients to turn their assets into retirement income. He is passionate about encouraging nurses, teachers, and government employees to enroll in their employer payroll deduction retirement programs to save money
- [Mason Fitzpatrick](https://www.1creative.com/advisors/mason-fitzpatrick/)
- [Francis Naselli](https://www.1creative.com/advisors/francis-naselli/)
- [Hunter Herschell](https://www.1creative.com/advisors/hunter-herschell/)
- [STEPHEN KOSTYK](https://www.1creative.com/advisors/stephen-kostyk/) - Stephen Kostyk develops and implements financial strategies for a wide range of clientele, including young professionals, families, steamfitters, real estate investors and developers, and business owners. Stephen guides his clients by breaking down individual investments and decisions to help make sure every aspect of his client’s financial situation is covered. He believes in a proactive
- [Anthony Loffredo](https://www.1creative.com/advisors/anthony-loffredo/) - Valium http://medicalspecialistsoffairfield.com/valium/
- [JAMES RANIERI](https://www.1creative.com/advisors/james-ranieri/) - James Ranieri is a graduate of St. Joseph’s University and has a degree in business with a concentration in finance. Jim holds the designation through The American College as a Chartered Financial Consultant and is also Series 7 and 66 securities registered. Prior to joining CREATIVE, Jim was a business owner who successfully built and
- [TREVOR MCNULTY](https://www.1creative.com/advisors/trevor-mcnulty/)
- [Collin O'Connor](https://www.1creative.com/advisors/collin-oconnor/)
- [Michael Nolan](https://www.1creative.com/advisors/michael-nolan/)
- [Elisa Pezzolla](https://www.1creative.com/advisors/elisa-pezzolla/)
- [Marion Sommer](https://www.1creative.com/advisors/marion-sommer/) - In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial professional to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which helps
- [KAREN NAGLE](https://www.1creative.com/advisors/karen-nagle/)
- [Laurie Aromando](https://www.1creative.com/advisors/laurie-aromando/)
- [JUDITH CASSIDY](https://www.1creative.com/advisors/judith-cassidy/)
- [JOHN SCHOFIELD](https://www.1creative.com/advisors/john-schofield/)
- [Edward Kulik](https://www.1creative.com/advisors/edward-kulik/)
- [GARY DANIELS](https://www.1creative.com/advisors/gary-daniels/) - As an Agency Director of CREATIVE Financial Group, Gary E. Daniels helped forge one of the Nation’s most innovative and successful financial services organizations. His primary area of expertise is developing financial and business succession strategies for entrepreneurs with high net worth estates. In this capacity, his clients include some of the area’s leaders in
- [Ottilia Stura](https://www.1creative.com/advisors/ottilia-stura/) - While you are focused on trying to live your life, you face financial choices every day that can be complex and uncertain. I am committed to one simple purpose: Work with you to develop the plans and strategies so that you can be confident in your financial security and that you can achieve your goals.
- [Mary Grace Herring](https://www.1creative.com/advisors/mary-grace-herring/)
- [Jamie Betar](https://www.1creative.com/advisors/jamie-betar/)
- [THOMAS TREA](https://www.1creative.com/advisors/thomas-trea/)
- [Geoffrey Ernst](https://www.1creative.com/advisors/geoffrey-ernst/)
- [Robert McKernan](https://www.1creative.com/advisors/robert-mckernan/)
- [ERIC DONOHUE](https://www.1creative.com/advisors/eric-donohue/) - Eric Donohue offers a wide range of financial advice and financial management strategies to a client base ranging from individuals to large businesses. He recognizes that each client has individual needs and provides the services that best fit those needs. Eric looks forward to working with each client to help them identify the issues that
- [JEFFRY CAMPBELL](https://www.1creative.com/advisors/jeffry-campbell/)
- [ROBERT KAPLAN](https://www.1creative.com/advisors/robert-j-kaplan/) - Robert Kaplan has been described by many as a creative and highly motivated corporate coach Insurance Representative, and manager with strengths and an extensive background in executive training. Robert was a Co-Founder of CREATIVE in 1976. He is a driving force behind CREATIVE’s growth from four founders to over 300 employees; making CREATIVE one of
- [BENJAMIN YEAGER](https://www.1creative.com/advisors/benjamin-yeager/) - Benjamin is a graduate of Elizabethtown College. He holds a degree in Business Administration with a major in Finance. He is series 7 and 66 registered and has his Life, Accident and Health License. Benjamin also holds his ChFC® designation. In his spare time Benjamin plays baseball and football. He also enjoys fishing and hiking.
- [JAMES VEIT](https://www.1creative.com/advisors/james-veit/) - James is a graduate of Goldey-Beacom College and has a Bachelor of Science in Accounting and Finance. He is Series 6, 7, 63, 65 and 24 securities licensed, and has been in practice with CREATIVE since 2003. At CREATIVE Financial Group, James is dedicated to providing his clients with assistance in securing their financial future.
- [JAMES TROTTER](https://www.1creative.com/advisors/james-trotter/) - James Trotter is a graduate of Wheaton College and has a degree in Business and Economics. James resides in West Chester, PA with wife, Ashley, and their three children: Logan, Hudson and Quinn. EDUCATION, EXPERIENCE, ACHIEVEMENTS, AND INVOLVEMENT B.S. in Business/Economics from Wheaton College (2001-2005) Four Year Letterman on the Wheaton College Men’s Soccer Team
- [PHILIP STOLTZFUS](https://www.1creative.com/advisors/philip-stoltzfus/) - Phil started at CREATIVE Financial Group upon graduation from Drexel University where he earned a Bachelor of Science in Business and Engineering, with a concentration in Finance. He is Series 7 and Series 66 securities licensed, and also has his Life, Accident and Health Insurance license. Phil is dedicated to helping business owners and entrepreneurs
- [ANTHONY SANTISI](https://www.1creative.com/advisors/anthony-santisi/) - Anthony has been in the financial services business for over thirty years, designing and implementing financial strategies for individuals and corporations. Prior to joining Creative, Anthony was a vice-president at Philadelphia National Bank, managing a commercial lending division. These early experiences gave him exposure and experience in dealing with entrepreneurs and their family businesses. Anthony
- [WILLIAM ROOT](https://www.1creative.com/advisors/william-root/) - William D. Root, CFP® is a Registered Representative with CREATIVE Financial Group, located in Newtown Square, PA. A graduate of Gettysburg College, Bill is dedicated to providing his clients with assistance in securing their financial future.
- [DANIEL PFEIFFER](https://www.1creative.com/advisors/daniel-pfeiffer/) - Dan Pfeiffer is a Financial Advisor at CREATIVE financial group, located in Newtown Square, PA. He has a B.S. in Finance from La Salle University with a minor in Marketing. He received his ChFC® designation from the American College. He is series 7 and 66 securities registered and has his Life, Accident and Health Insurance
- [ROBERT NEWMAN](https://www.1creative.com/advisors/robert-newman/) - Since 1989 my practice has focused on providing clients with ideas and financial knowledge which can help enable them to make wise decisions about protecting, accumulating, and perpetuating their assets. In addition to the in-depth knowledge acquired over 25 years of professional experience, I bring to my clients an extensive financial background, including a bachelor’s
- [MICHAEL MILEY](https://www.1creative.com/advisors/michael-miley/) - Michael Miley is a graduate of Millersville University in 1998 with a degree in Finance. He was employed at SEI Investments in Oaks, PA performing Mutual Fund accounting for SEI proprietary funds as well as other large fund companies. During his time at SEI, he earned his CFP® certification. Michael works with clients in the
- [OSCAR MESTRE](https://www.1creative.com/advisors/oscar-mestre/) - Oscar L. Mestre is a graduate of University of Delaware and has a Degree in Business Administration. He is Series 7, 63 securities registered, and has his Life, Accident and Health insurance license. In his spare time, Oscar is an avid golfer. He also serves on several boards and is very active with his church
- [BRIAN MCGEEHAN](https://www.1creative.com/advisors/brian-mcgeehan/) - Brian C. McGeehan is a Certified Financial Planner ™ professional and Chartered Advisor in Philanthropy designee, from the American College. Brian has been with CREATIVE for 16 years. He graduated Magna Cum Laude from the Catholic University of America with a BA in Business and Finance. Brian specializes in working with families and businesses. He
- [ROBERT MARASHESKI](https://www.1creative.com/advisors/robert-marasheski/) - Robert Marasheski joined CREATIVE in 2000 with a Master’s Degree in Physical Therapy from Temple University and having earned his CFP®, ChFC®, and CASL® professional designations. During his time here, he has also become Series 7, 6, and 63 registered, and has earned his Property and Casualty License. Robert has worked closely with executives, business
- [PETER LUZAK ChFC® CLU®](https://www.1creative.com/advisors/peter-luzak-2/) - Peter Luzak joined CREATIVE Financial Group in 2005 after 6 years of playing professional soccer in Richmond, VA. While playing, Peter was able to found his own Investment Real Estate Company, which he actively managed for 4 years before stepping down to begin his career with CREATIVE. His experience with small business planning has made
- [WARREN INGERSOLL](https://www.1creative.com/advisors/warren-ingersoll/) - Warren is a graduate of Villanova University. He is Series 6, 7 and 63 securities registered, and has his Life, Accident and Health. Warren is a registered representative and financial advisor of MML Investors Services, LLC. Warren works a great deal on the investment side of the business. At CREATIVE, Warren is dedicated to providing
- [CHRISTOPHER FALLON](https://www.1creative.com/advisors/christopher-fallon/) - Chris Fallon is a Financial Services Representative at CREATIVE Financial Group. Chris focuses on helping closely held businesses develop effective and efficient financial strategies. He also assists professionals and executives with personal financial advice. QUALIFICATIONS B.S. in Communications, St. Johns University, Queens, N.Y. Series 6 , 7, 63 and 65 licensed PERSONAL Played Division I
- [STEPHEN DEMCHYK](https://www.1creative.com/advisors/stephen-demchyk/) - Stephen Demchyk joined CREATIVE in 2002 after deciding not to pursue medical school. “Once I had made the decision to not pursue medical school, I wanted to find another career in which I could work closely with people to help them address very important and critical matters in their lives. Rather than help people improve
- [STEVEN BROLL](https://www.1creative.com/advisors/steven-broll/) - Steven Broll joined CREATIVE in 2016 after 5 years of public accounting at KPMG LLP. Practicing mainly in the financial services industry; Steven specialized in SEC audits of listed mutual funds and insurance companies. As a financial advisor at CREATIVE, Steven has delivered comprehensive financial solutions to families, executives, business owners, and entrepreneurs; helping them
- [Jeffrey Gaier](https://www.1creative.com/advisors/jeffrey-gaier/) - Jeffrey Gaier is an attorney and Certified Financial Planner ™ professional, also family office director. Since 1983, Jeff has provided financial services, primarily in the areas of estate and wealth management planning for individuals and family offices, while counseling business entities on retirement plan design and executive compensation. Previously, Jeff served as Trust and Estate
- [John McCann](https://www.1creative.com/advisors/john-mccann/)
- [SAMUEL GRUEHN](https://www.1creative.com/advisors/samuel-gruehn/)
- [TIMOTHY IRVINE](https://www.1creative.com/advisors/timothy-irvine/) - Tim Irvine has been with CREATIVE since 1993. He is a graduate of St. Joseph’s Prep and the University of Delaware. He resides in West Chester with his wife Vicki and their seven children -Timothy, Cecilia, Matthew, Abigail, Ava, Marita and Margaret Mary.
- [Jacob Solomon](https://www.1creative.com/advisors/jacob-soloman/) - Visit my web site! CA Insurance License #OC26728 State of Domicile: NJ “It is my mission to always be in the business of providing greater focus and better financial outcomes for clients in a warm and caring environment.” I am a Certified Financial Planner Professional with over 30 years in the industry, providing guidance to entrepreneurs,
- [Edward Giblin](https://www.1creative.com/advisors/edward-giblin/) - Ted Giblin is a 25-year veteran of the financial services industry. A resident of Verona, NJ, he received a BS in Business Management from Providence College, cum laude, and an MBA from Seton Hall University, also cum laude. As a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional (RICP), he is committed to helping
- [Craig McKinley](https://www.1creative.com/advisors/craig-mckinley/) - In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which
- [MATTHEW GRECO](https://www.1creative.com/advisors/matthew-greco/) - Matthew Greco is a Financial Advisor with MML Investors Services, LLC. and has been with CREATIVE since 2005. Prior to that, he interned with the Philadelphia Phillies, while earning his Bachelor of Arts degree from Rowan University, in Glassboro, NJ. Since starting with CREATIVE, Matt has passed the series 6, 7, 63, 65and Life &
- [John Corbett](https://www.1creative.com/advisors/john-corbett/)
- [Charles Lambert](https://www.1creative.com/advisors/charles-a-lambert/) - Our Mission: We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients goals
- [John A. Mendes](https://www.1creative.com/advisors/john-a-mendes/) - John A. Mendes started his financial planning career in 1998 and is currently a financial professional with Creative Financial Group. John attended Monmouth University earning a Degree in Business along with a Minor in Psychology. John, and his team, focus on helping Individuals, Families, Professionals, Executives, and Business Owners by getting to know you and
- [Bob Sondhi](https://www.1creative.com/advisors/bob-sondhi/)
- [Daniel McCoy](https://www.1creative.com/advisors/daniel-mccoy/)
- [Matthew Galasso](https://www.1creative.com/advisors/matthew-galasso/)
- [Scott Geer](https://www.1creative.com/advisors/scott-geer/)
- [Ralph Dente](https://www.1creative.com/advisors/ralph-dente/)
- [Nathan Goldwasser](https://www.1creative.com/advisors/nathan-goldwasser/) - Visit my Website!
- [Robb Hageman](https://www.1creative.com/advisors/robb-hageman/) - Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking
- [Robert Hellwig](https://www.1creative.com/advisors/robert-hellwig/) - Visit my Website!
- [Seung-Chul Kang](https://www.1creative.com/advisors/seung-chul-kang/)
- [Keith Kensey](https://www.1creative.com/advisors/keith-kensey/) - MY GOAL My goal is to provide families and business owners with assistance in building their financial freedom. I am a part of a large team and we have the skills, knowledge and experience required to help meet our client's established goals. Our promise to you is to be as educated and informed as possible
- [Lex Knapp](https://www.1creative.com/advisors/lex-knapp/) - The desire to save money is one that comes with fear and hesitation. It is my job to put those doubts to ease with a comprehensive road map that will secure your financial future. My team and I have a basic philosophy built on trust. We do not believe in the “cookie-cutter” financial plan for
- [Thomas Lucia](https://www.1creative.com/advisors/thomas-lucia/)
- [David E. Maschio](https://www.1creative.com/advisors/david-e-maschio/)
- [Young Woo Kwak](https://www.1creative.com/advisors/young-woo-kwak/)
- [Michael McGinn](https://www.1creative.com/advisors/michael-mcginn/)
- [John Deysher](https://www.1creative.com/advisors/john-deysher/)
- [Stephen Weigner](https://www.1creative.com/advisors/stephen-weigner/)
- [Kenneth W. Mills III](https://www.1creative.com/advisors/kenneth-w-mills-iii/) - Since Ken has graduated with his Bachelor’s in Finance at Stockton University, he has become a well-established advisor at the firm. Ken earned the unique opportunity to partner with a senior advisor who has positively influenced his practice. In an ever-changing economy, he continues to stay abreast with economic trends to provide a fresh perspective.
- [Louis M. Natale Jr.](https://www.1creative.com/advisors/louis-m-natale-jr/)
- [Joseph A. Naselli](https://www.1creative.com/advisors/joseph-a-naselli/)
- [Je C. Park](https://www.1creative.com/advisors/je-c-park/)
- [David Sharpe](https://www.1creative.com/advisors/david-sharpe/)
- [Thomas Wieczerak](https://www.1creative.com/advisors/thomas-wieczerak/) - Thomas Wieczerak attended Temple University on an athletic scholarship where he earned a degree in in financial management. During his time at temple he played on a national championship basketball team; from there he then moved on to play professional basketball. More recently he has coached a championship travel baseball team. He is a past
- [Sean M. Donlan](https://www.1creative.com/advisors/sean-m-donlan/) - Sean M. Donlan is a Registered Representative at CREATIVE Financial Group and has been a financial planner since 1997. He graduated from Richard Stockton College with a Bachelor Degree in Business Management. Sean focuses on establishing lasting relationships with his clients by providing the highest level of client service in the areas of financial and
- [Michael Webb](https://www.1creative.com/advisors/michael-webb/) - Mike began his career with the firm in 1999. Prior to joining, Mike was a Sales Manager for John Hancock for over 10 years. Mike is part of CREATIVE Financial Group Executive Team, being a valued asset from both a relationship and planning standpoint. Mike has been a Life-time Leaders qualifier throughout his career as
- [Karl Lorch](https://www.1creative.com/advisors/karl-lorch/)
- [John Costello](https://www.1creative.com/advisors/john-costello/) - Our Mission: We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients
- [Chris S. Fiorenzi](https://www.1creative.com/advisors/chris-fiorenzi/) - “My philosophy has always been to develop relationships with my clients that are built on trust.” For more than 25 years, Chris has successfully helped his clients develop and prepare for their financial goals. His work ethic is focused, powerful and based on the value of collaboration and problem solving. Chris brings knowledge related to
- [Charles S. Marisca](https://www.1creative.com/advisors/charles-s-marisca/) - Visit my Website! “I am dedicated to continuously providing the knowledge and expertise to guide you towards financial success.” As a Financial Advisor, it is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the
- [John Mazzola](https://www.1creative.com/advisors/john-mazzola/) - As a senior partner, John Mazzola oversees many aspects of CREATIVE, a leading financial firm serving closely-held family businesses. Regarded for his expertise in preparing his clients to realize their financial goals, Mr. Mazzola maintains a high level of client retention, with trusted relationships spanning more than three decades. His passionate commitment to building and
- [H. Scott Trotter](https://www.1creative.com/advisors/hunter-trotter/) - EDUCATION, EXPERIENCE, ACHIEVEMENTS AND PERFORMANCE One of five founding partners of Creative. The company was formed by one of the top industry leaders: Joseph V. Naselli, Sr. CLU®, ChFC®, AEP B.S. University of Pennsylvania (1967-1971) Financial Planner and Registered Representative with MML Investors Services, LLC. ChFC ®: American College Member of the Million Dollar Round
- [Karen R. Kuiphoff](https://www.1creative.com/advisors/karen-r-kuiphoff/)
- [Georgia Christodoulou](https://www.1creative.com/advisors/georgia-christodoulou/) - Our team’s goal is to provide individuals, families and businesses with assistance in preparing and reaching their financial goals. With over 30 years experience in the financial industry, we continue to build our practice on a reputation of professionalism and integrity. We value our client relationships and look forward to working together to provide appropriate
- [Dina DelRe](https://www.1creative.com/advisors/dina-delre/)
- [KEVIN O’NEILL CEPA](https://www.1creative.com/advisors/kevin-oneill/) - A graduate of Widener University, Kevin O’Neill joined CREATIVE Financial Group in 1992. Since then, Kevin has delivered comprehensive financial solutions to a select group of executives, business owners, and other successful individuals and families who have unique planning and wealth management needs. At CREATIVE, Kevin offers a comprehensive suite of financial services that include
- [PETER ZONINO](https://www.1creative.com/advisors/peter-zonino/) - Pete Zonino is a 1979 graduate of Ohio Wesleyan University. He started his professional career with Sun Life of Canada as a group representative and then joined Creative in 1985. In 1989, he became a Sales Manager, winning Sales Manager of the Year in 1996. In 1997, Pete was named Co-Managing Partner of Masters Financial,
- [JAMES UNGER](https://www.1creative.com/advisors/james-unger/) - Jim Unger is founder and director of the CREATIVE Wealth Advisory Department. He is a visionary focusing on trends in the global economic landscape. His down-to-earth approach leads to practical, forward-looking views about the influences those trends may exert on global investment markets in the future. Ultimately, those views are developed into investment strategies that
- [JAMES CLEARY](https://www.1creative.com/advisors/james-cleary/) - Following a career in advertising, Jim joined CREATIVE in 1982 and was quickly named “rookie of the year” by one of the nation’s leading financial services companies. Recognized for performance excellence numerous times throughout his career, Jim has qualified for top industry honors, including the prestigious Metlife’s Chairman’s Council from 1999- 2016. As a senior
- [DAVID BROLL](https://www.1creative.com/advisors/david-broll/) - David Broll, CFP®, MBA joined CREATIVE in 2001 after 20 years of sales, marketing, and strategic planning across several businesses. David was Executive Vice President of his family’s Pepsi-Cola bottling business until its sale in 1989 back to the Pepsi-Cola Company. He later joined Andersen Consulting and helped build their Strategic Services practice in Philadelphia.
- [CHARLES DOWDS](https://www.1creative.com/advisors/charles-dowds/) - Chuck J. Dowds, III CFP®, CLU®, ChFC® joined CREATIVE in 1990 after spending five years in the accounting field and an additional ten years for an international shipping company focusing on the transportation needs of some of the largest Mid-Atlantic U.S. exporters. As a senior partner at CREATIVE, he focuses on providing business leaders and
- [MICHAEL SCHANZ](https://www.1creative.com/advisors/michael-schanz/) - Michael Schanz is a Financial Services Representative at CREATIVE, which is located in Newtown Square, PA. Michael is a graduate of Villanova University with a Bachelors Degree in Finance and Real Estate. He enjoys helping individuals and businesses prepare for the future as well as prepare for the unexpected, so their families and assets are
- [ALBERT CORRATO](https://www.1creative.com/advisors/albert-corrato/) - Albert M. Corrato, Jr. is a graduate of St. Joseph’s University and has a B.S. Degree in Accounting and an MBA in Finance. He has over 40 years of professional financial experience and is Series 7, 6, and 63 securities registered. Al is a financial advisor and financial services representative, as well as a Certified
- [JIMMY UNGER](https://www.1creative.com/advisors/jimmy-unger/) - James Unger is a Financial Representative at CREATIVE, which is located in Newtown Square, PA. James is a graduate of Pennsylvania State University with a Bachelors Degree in Economics with concentrations in Finance Economics and Monetary Policy. This degree provided James with a stronger understanding of how the Federal Reserve and other major financial institutions
- [KYLE CLEARY](https://www.1creative.com/advisors/kyle-cleary/) - Kyle Cleary graduated from Villanova University with a degree in economics. He has been designated by The American College as a Chartered Financial Consultant and Chartered Life Underwriter. Kyle is FINRA Series 7, 66, and 63, certified and holds licenses in Life, Accident, and Health and Property and Casualty. Prior to joining CREATIVE, he worked
- [FRANK RUDISILL](https://www.1creative.com/advisors/frank-rudisill/)
- [DANIEL FIRST](https://www.1creative.com/advisors/daniel-first/)
- [WAYNE BARTOLACCI](https://www.1creative.com/advisors/wayne-bartolacci/) - Wayne M. Bartolacci is a Registered Representative of MML Investors Services, LLC. and has been with CREATIVE for 27 years. Prior to that he worked as a sales representative with the Toro Organization and is a 1976 graduate of Ohio State University. Within two years of joining CREATIVE, Mr. Bartolacci was named Senior Associate of
- [PAUL EVANS](https://www.1creative.com/advisors/paul-evans/) - “Our firm works with executives and families in delivering enhanced value across the 6 Areas of Financial Planning. We establish strategies that help safeguard immediate financial goals in the face of uncertainty, while developing a plan and vision for the future that can help eliminate benefit package concerns and future asset planning uncertainty. Plan implementation*
- [ERIC SHARPE](https://www.1creative.com/advisors/eric-sharpe/) - Eric Sharpe is a graduate of Penn State University with a Bachelor of Science degree in Management and a Master of Business degree. He has six years of professional financial experience and is Series 7, 63, and 65 securities registered. Eric is a financial advisor and financial services representative. Prior to joining CREATIVE Financial Group,
- [JOHN DOYLE](https://www.1creative.com/advisors/john-doyle/)
- [MICHAEL MCKNIGHT](https://www.1creative.com/advisors/michael-mcknight/) - Mike McKnight specializes in working with both business and personal financial strategies. Mike provides a unique perspective on succession strategies, employee benefits, qualified plans, and various cost savings strategies. He aims to establish strong, long-term relationships with his clients. Mike graduated from Gettysburg College, where he was named to the Dean’s Commendation List. He was
- [JONATHAN POLLACK](https://www.1creative.com/advisors/jonathan-pollack/)
- [BOB MULLIN](https://www.1creative.com/advisors/bob-mullin/)
- [DAVID CARR](https://www.1creative.com/advisors/david-carr/) - David Carr is a senior advisor of CREATIVE Financial Group. His practice focuses on helping affluent individuals implement investment strategies that seek: To reduce portfolio volatility To benefit from anticipated opportunities in the market To deliver portfolio income to those approaching, or already living in retirement David’s professional experience is broad and includes lead roles
- [MARK FUESSINGER](https://www.1creative.com/advisors/mark-fuessinger/)
- [MICHAEL CROWLEY](https://www.1creative.com/advisors/michael-crowley/) - Michael Crowley is a graduate of West Chester University with a dual degree in Finance and Economics. He works with his clients to implement strategies for budgeting, savings, and insurance. On a professional level, Michael is dedicated to finding solutions that will provide financial security for individuals and their families. He also works with clients
- [WILLIAM GRUEHN](https://www.1creative.com/advisors/william-gruehn/)
- [THOMAS QUAY](https://www.1creative.com/advisors/thomas-quay/)
- [PETER BLAUERT](https://www.1creative.com/advisors/peter-blauert/)
- [MATTHEW PRATZNER](https://www.1creative.com/advisors/matthew-pratzner/)
- [ERIC FRANTZ](https://www.1creative.com/advisors/eric-frantz/)
- [DANIEL MAGUIRE](https://www.1creative.com/advisors/daniel-maguire/)
- [PATRICK MCCANN](https://www.1creative.com/advisors/patrick-mccann/) - Patrick McCann is a graduate of Temple University. He is a registered representative of MML Investors Services, LLC. Mr. McCann is enrolled in the American College and is a member of the National Association of Insurance and Financial Advisors. He has obtained his Series 6 and 63 securities registrations and has received his Life, Accident,
- [GREGORY SMALL](https://www.1creative.com/advisors/gregory-small/) - Greg joined CREATIVE Financial Group as a Financial Services Representative in 1997. Born and raised along with his seven brothers and sisters outside the Philadelphia area, as well as attending St. Joseph’s Prep followed by Gwynedd Mercy University, Greg understands the importance of maintaining long-lasting personal relationships. Concentrating in Estate Planning and Retirement Planning, Greg
- [JOHN KLUSARITS](https://www.1creative.com/advisors/john-klusarits/) - A graduate of St. Joseph’s University, John M. Klusarits joined CREATIVE in 1992. Since that time, John has delivered comprehensive financial planning services to a select group of families, business owners, professionals and executives who have unique planning and wealth management needs. At CREATIVE, John focuses on family owned and closely held businesses, high net
- [ANDREW DELBEATO](https://www.1creative.com/advisors/andrew-delbeato/) - Andrew joined CREATIVE in 1998, as an Investment Specialist. He is a graduate of The Pennsylvania State University and West Chester University. Andrew provides Wealth Management, integrating personal financial strategies to help his clients meet their financial goals. He provides a full range of Small Business Solutions, with a focus on Qualified Retirement Plans. Andrew
- [PAUL GAGLIARDI](https://www.1creative.com/advisors/paul-gagliardi/) - Paul Gagliardi graduated from Charleston Southern University with a Bachelor of Science degree in Finance. He has his Series 7 & 66 and his Life, Accident and Health Insurance License. Paul is a Financial Advisor and Registered Representative of MML Investors Services, LLC. Prior to joining CREATIVE, he was a professional golfer.

## Wealth Team

- [Matthew F. Catania, MBA](https://www.1creative.com/wealth-team/4597/)
- [Carmen Zinno](https://www.1creative.com/wealth-team/carmen-zinno/)
- [Vincent Tagliaferri](https://www.1creative.com/wealth-team/vincent-tagliaferri-cfp/)
- [Joseph Naselli, Sr.](https://www.1creative.com/wealth-team/joseph-naselli-sr/)
- [Nicholas Foreman](https://www.1creative.com/wealth-team/nicholas-foreman/)
- [Ted Kerschner](https://www.1creative.com/wealth-team/ted-kerschner/)
- [Matthew Siegel](https://www.1creative.com/wealth-team/matthew-siegel/)
- [Christopher Kinzler](https://www.1creative.com/wealth-team/christopher-kinzler/)
- [Keith Kensey](https://www.1creative.com/wealth-team/keith-kensey/)
- [John McCullough](https://www.1creative.com/wealth-team/john-mccullough/)
- [George Kerschner](https://www.1creative.com/wealth-team/george-kerschner/)

## Leadership Team

- [Tara Scibello](https://www.1creative.com/leader-team/tara-rickards/)
- [Kimberly McGann, CLF®, CPBC](https://www.1creative.com/leader-team/alexis-tulio-virga/)
- [Lee M. Zuber](https://www.1creative.com/leader-team/lee-m-zuber/) - The History of CREATIVE: CREATIVE was established over forty years ago as a firm dedicated to offering a holistic approach to financial planning and financial services, focusing on the delivery of competent, objective advice. The founding partners recognized that entrepreneurs, business owners, individuals, and their families had lifetime and legacy objectives encompassing both financial and
- [STEPHEN T. GRAHAM, ChFC®](https://www.1creative.com/leader-team/stephen-t-graham/)
- [CHRISTOPHER P. FURRULE LUTCF®](https://www.1creative.com/leader-team/christopher-p-furrule-lutcf/)
- [Michael Morelli, CPFA](https://www.1creative.com/leader-team/michael-morelli-cpfa/)
- [IAN RUDERMAN, RICP®, AIF®, CPFA©](https://www.1creative.com/leader-team/ian-ruderman-ricp-aif/)
- [Joseph V. Naselli Jr.](https://www.1creative.com/leader-team/joseph-v-naselli-jr/)
- [Martin Schweiter](https://www.1creative.com/leader-team/martin-schweiter/)
- [John Swarts](https://www.1creative.com/leader-team/john-swarts/)
- [ROBERT MEARA](https://www.1creative.com/leader-team/robert-meara/)
- [Jesse H. Daniels](https://www.1creative.com/leader-team/jesse-h-daniels/)
- [Robert J. Hagenberg](https://www.1creative.com/leader-team/robert-j-hagenberg/)
- [Francis A. Naselli](https://www.1creative.com/leader-team/francis-a-naselli/)
- [MARY GRACE HERRING](https://www.1creative.com/leader-team/mary-grace-herring/)
- [THOMAS GRUMBINE](https://www.1creative.com/leader-team/thomas-grumbine/)
- [Michael Taylor](https://www.1creative.com/leader-team/michael-taylor/)

## Advisor Designation

- [All Advisor](https://www.1creative.com/cpt_advisors/all-advisor/)
- [WOMEN’S TEAM](https://www.1creative.com/cpt_advisors/womens-team/)
- [NEW EXECUTIVE TEAM](https://www.1creative.com/cpt_advisors/new-executive-team/)