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James C
CFP®, Series 66
Centerville, OH
Silver Oak Securities, Incorporated
James Creech is a CFP® with 23 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2022. His prior roles include positions at Invest Capital Partners and Ameriprise Financial Services, Inc. He is active in community organizations, holding leadership roles such as Vice President of the Miami Valley Military Affairs Association and the All Inclusive Senior Services networking group. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers personalized portfolio management and financial planning through a combination of internal and third-party strategies, serving clients with tailored investment solutions across multiple asset classes.
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