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Michelle C

Series 66

Lincoln, NE

Creative Financial Designs, Inc.

Michelle Christy is a financial advisor at Creative Financial Designs, Inc. in Lincoln, NE, with three years of industry experience. She holds the Series 66 designation and has previously worked at Nutrabolt and Cetera Advisor Networks LLC. In addition to her advisory role, she serves as president of CoreFocus Business Consulting, providing business management and financial reporting services in the consumer packaged goods sector. Creative Financial Designs serves individual, corporate, and institutional clients, including employer retirement plans. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, using asset-class model allocations and multiple risk objectives to structure portfolios.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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William G

CFP®, Series 63, Series 65

Lincoln, NE

Creative Financial Designs, Inc.

William Grossman is a CFP® professional with 32 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Woodbury Financial Services Inc., Grossman Financial Planning, and SII Investments, Inc. He is also the owner of Grossman Financial Planning, Inc., a corporation that markets life, health, disability, and long-term care insurance. Creative Financial Designs serves individual and high-net-worth clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment process emphasizes asset-class model allocations supported by third-party research and offers various strategies including passive, tactical, and Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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