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Chris C
Series 63, Series 65
Sterling Heights, MI
Creative Financial Designs, Inc.
Chris Cochran Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Creative Financial Designs and cfd Investments since 2014. Outside of his advisory role, he is actively involved as an insurance agent through a sole proprietorship. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.
Donna R
Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Donna Ray is a Series 66 licensed advisor at Creative Financial Designs, Inc. with two years of industry experience. She has previously worked at Ray Wealth Management and Solution Tree, Inc. Ray is involved with Ray Wealth Management in an assistant capacity, supporting administrative and client service functions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and 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 and specialized management programs.
Lisa R
Series 63, Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Lisa Raderstorf is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 20 years of industry experience. She has been with Creative Financial Designs and CFD Investments, Inc. since 2010. In addition to her advisory role, she is an independent insurance agent and owner/adviser of Wealth Management Solutions, LLC, providing financial and insurance-related services. 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 utilizes asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, with discretionary and non-discretionary execution options.
Tawny F
Series 63, Series 66
Mishawaka, IN
Creative Financial Designs, Inc.
Tawny Flynn is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience at firms including Camp Wealth Management and Advanced Estate Planning Services, Inc. Outside of her advisory role, she works as a server at the Cheesecake Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and retirement plans through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.
Brent O
Series 63, Series 65
Kokomo, IN
Creative Financial Designs, Inc.
Brent Owens is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Creative Financial Designs and its associated entities since 1985. Outside of advising, Owens also serves as an independent insurance agent. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm uses asset-class model allocations and risk-based strategies supported by third-party research and an Executive Investment Committee, and it offers unique features including Biblically Responsible Investing strategies and various fee arrangements.
Kevin D
Series 63, Series 66
Cincinnati, OH
Creative Financial Designs, Inc.
Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.
Steven C
Series 63, Series 66
Shelby Township, MI
Creative Financial Designs, Inc.
Steven Carpenter is a financial advisor at Creative Financial Designs, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has held diverse roles including media content creation within financial education as the founder of Covenant Media Network. His professional background also includes executive and ownership positions in several financial and business consulting entities. Creative Financial Designs serves individual clients across various wealth levels, as well as corporate, institutional, and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside financial planning, using asset-class model allocations and a risk-based approach supported by third-party research and an Executive Investment Committee.
John K
Series 66
Endeavor, WI
Creative Financial Designs, Inc.
John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.
Otto R
CFP®, Series 63, Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Otto Ray is a CFP® professional with 26 years of experience, currently serving at Creative Financial Designs, Inc. He has worked at Otto Ray Insurance & Investments since 2008 and cfd Investments, Inc. since 2006. Outside of his advisory roles, he is a bassist performing in worship services at Emmanuel Church’s Martinsville campus. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, variable annuities, and financial planning. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including passive ETFs, tactical management, and Biblical Responsible Investing.
Matthew B
Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Matthew Bahrenburg is a Series 66-licensed financial advisor with Creative Financial Designs, Inc., where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he owns and operates a tree farm in Amboy, Indiana. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETF models to tactically managed portfolios, including a suite of Biblical Responsible Investing options.
Michael G
CFP®, Series 63, Series 66
Gilroy, CA
Creative Financial Designs, Inc.
Michael Graef is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Gilroy, CA. He holds minority ownership and serves as a corporate officer at Inspire Investing, LLC, and is fully owned sole proprietor of Christian Wealth Management, a financial planning practice. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies including Biblical Responsible Investing.
Kyle M
ChFC®, Series 63, Series 65
Kokomo, IN
Creative Financial Designs, Inc.
Kyle Marburger is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. Prior to joining Creative Financial Designs in 2016, he worked at VALIC Financial Advisors for five years. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.
Eric G
Series 66
Kokomo, IN
Creative Financial Designs, Inc.
Eric Grzegorski is a financial advisor at Creative Financial Designs, Inc. with 15 years of industry experience. He holds a Series 66 credential and has been with Creative Financial Designs and its affiliate CFD Investments since 2011. Outside of his advisory role, he is licensed as an attorney and is involved in property rehabilitation and resale through membership in real estate ventures. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm employs asset-class model allocations across various risk profiles and offers both discretionary and non-discretionary management, including Biblically Responsible Investing strategies.
Jack B
Series 63, Series 66
Artesia, NM
Creative Financial Designs, Inc.
Jack Brannan is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, he owns and manages Brannan Financial Group, a financial services and fixed insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.
Angel S
Series 63, Series 65
Exton, PA
Creative Financial Designs, Inc.
Angel Sotomayor Jr. is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Geneos Wealth Management Inc, The Life Financial Group Inc, and Parsonex Advisory Services, among others. Outside of advising, he is involved in teaching and counseling at Life Institute. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations with various risk objectives and offers unique features such as Biblically Responsible Investing strategies and flexible billing options.
Stuart B
Series 63, Series 65
Peoria, IL
Creative Financial Designs, Inc.
Stuart Breeden is a financial advisor with Creative Financial Designs, Inc. in Peoria, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He is president of Breeden & Associates, Ltd., where he also works as an accountant/CPA, and he is involved in independent insurance sales. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.
J. F
Series 63, Series 65
Cincinnati, OH
Creative Financial Designs, Inc.
J. Fortin is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at UBS Financial Services, Whitehall Financial Services, and his own firm, Fortin Advisory. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm employs asset-class model allocations with multiple risk objectives and provides a range of implementation features, including Biblically Responsible Investing strategies and various billing arrangements.
Adam F
CFP®
Sidney, OH
Creative Financial Designs, Inc.
Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.
Timothy W
Series 63, Series 65
London, OH
Creative Financial Designs, Inc.
Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.
Kevin L
Series 66
Nampa, ID
Creative Financial Designs, Inc.
Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.
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