Kenneth Coe is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes roles at Integrated Capital Management, Purshe Kaplan Sterling Investments, and First Heartland Capital, Inc. In addition to his advisory work, he is involved in the sale and servicing of fixed insurance products. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm employs asset-class model allocations across multiple risk levels and offers specialized strategies, including Biblically Responsible Investing, supported by third-party research and an Executive Investment Committee.

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.

Stephen Werner is a financial advisor with Creative Financial Designs, Inc., holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Creative Financial Designs since 2019 and also leads Covenant Financial Planning, LLC as president and owner. Additionally, he serves as CEO and 50% owner of Covenant Financial Group LLC. 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’s investment approach focuses on asset-class model allocations supported by third-party research and offers diverse strategies including passive, tactical, and Biblical Responsible Investing options.

David Kurschat is a CFP® professional affiliated with Creative Financial Designs, Inc., with three years of industry experience. His work history includes roles at Covenant Financial Group and TRIGO Global Quality Solutions, as well as involvement in financial planning and tax preparation activities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and affiliated services in insurance and tax.