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Brian B

Series 63, Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Brian Bowen is a financial advisor with Creekmur Asset Management, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Creekmur in 2025, he worked for 15 years at Integrity Financial Planning, Inc. He is also a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
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Emily E

Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Emily Elfallah is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Barron Wealth Strategies and Integrity Financial Planning, Inc. Outside of her advisory role, she is licensed as an insurance agent specializing in life, health, and fixed annuities. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor portfolios to client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
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Madison W

Series 65

Roanoke, VA

Creekmur Asset Management, LLC

Madison White is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. They hold the Series 65 designation and have worked previously at Integrity Financial Planning, Inc. Madison also maintains a part-time role as a life, health, and fixed annuities insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million across about 1,900 individual and high-net-worth clients, offering discretionary portfolio management and various financial planning services tailored to different client needs.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
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