Robert Marsh

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

James Boys is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at AE Wealth Management since 2018 and also operates Boys & Collins Financial Group, where he is engaged in independent insurance sales. Prior to these roles, he spent 15 years with Creative Financial Designs, Inc. and CFD Investments, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed by AEWM, third-party strategists, and advisor-managed models, along with financial planning, direct asset management, and plan services.

Richard Keith is a financial advisor with Creative Financial Designs, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Creative Financial Designs since 2024 and previously spent 18 years at First Heartland Capital Inc. He is also the owner and president of KEITH FINANCIAL SERVICES, Inc., a firm engaged in life and property and casualty insurance sales, fixed annuity sales, and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation investment process informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.