Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. 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 uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Daniel Ballister is a CFP® professional with 17 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities Inc. Ballister also maintains a licensed insurance agent position covering various lines, including life, health, and fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and modular financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Martin Shapiro is a financial advisor with Creative Financial Designs, Inc. in Travelers Rest, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Creative Financial Designs since 2013 and has been involved with his business, Magic by Marty, since 1983. In addition to his advisory work, he has a long-standing involvement in the insurance industry. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers specialized strategies such as Biblically Responsible Investing.

Melissa Gunter is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Creative Financial Designs, she worked at LFS Wealth Advisors, where she served as Managing Director. Gunter is also involved in independent insurance sales, issuing life insurance policies. Creative Financial Designs serves individual clients, charitable organizations, corporate entities, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular 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 arrangements and affiliated services in insurance, tax, and real estate.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. 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 uses asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

James Boys is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes multiple tenures at Creative Financial Designs and involvement with Boys & Collins Financial Group, where he also engages in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with defined risk objectives and operates Biblically Responsible Investing strategies alongside other portfolio features.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Retirement Plan Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Woods is also an independent insurance agent for various companies. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

Richard Keith is a financial advisor with Creative Financial Designs, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Creative Financial Designs since 2024 and previously spent 18 years at First Heartland Capital Inc. He is also the owner and president of KEITH FINANCIAL SERVICES, Inc., a firm engaged in life and property and casualty insurance sales, fixed annuity sales, and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation investment process informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.

Matthew Holt is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at cfd Investments since 2017 and previously spent time with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Holt is also involved in independent insurance sales and Christian Wealth Management. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm uses asset-class model allocations aligned with risk objectives and provides Biblically Responsible Investing strategies alongside various implementation features.

Cole Silva is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds a Series 66 designation and has prior work experience with firms including Cotari and cfd Investments. Outside of finance, Silva serves as a substitute job coach for Hope Services, a nonprofit social services organization. Creative Financial Designs serves individual, corporate, and institutional clients across various wealth levels, providing investment management and financial planning using asset-class model allocations aligned with five risk objectives. The firm offers both discretionary and non-discretionary management, including Biblically Responsible Investing strategies, supported by an Executive Investment Committee and a range of client-focused operational features.

Ryan Deamicis is a financial advisor at Creative Financial Designs, Inc. in Boise, ID, holding a Series 66 designation with 11 years of industry experience. Prior to his advisory role, he worked at American Pizza from 2019 to 2021. Outside of finance, he serves as a worship leader contractor, helping with worship activities and teaching worship music lessons. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a research-driven investment process across multiple strategies, including Biblical Responsible Investing, and offers both discretionary and non-discretionary management options.

Barry Hickey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been affiliated with Creative Financial Designs and its related entities since 2007 and has served at Eagle Flight Wealth Management since 2011. Outside of advising, Hickey is an Independent Insurance Agent and teaches a Biblical Stewardship series. Creative Financial Designs serves individual, corporate, and institutional clients with both discretionary and non-discretionary investment management. The firm uses asset-class model allocations across five risk objectives and offers various implementation features, including Biblically Responsible Investing strategies and flexible advisory billing arrangements.