Lenexa, KS Office

Team
Updated today

Client AUM

$2,891,538,663

Clients

10,477

Advisors

3

Of 162 advisors across 81 offices

Location

8730 Bourgade Ave, Suite 100

Lenexa KS 66219

Advisors at this office

3

Advisors at this office

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Melissa G

Series 63, Series 66

Lenexa, KS

Creative Financial Designs, Inc.

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.

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

Series 66

Lenexa, KS

Creative Financial Designs, Inc.

Jaime Gaona is a financial advisor at Creative Financial Designs, Inc. with 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs in 2022. Outside of his advisory role, Gaona is co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and comprehensive financial planning. The firm employs 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.

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

CFP®, Series 66

Lenexa, KS

Creative Financial Designs, Inc.

James Guyot is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies, where he has worked since 2007. Outside of his advisory roles, he is involved in selling fixed insurance products. 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 utilizes asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with options for discretionary or non-discretionary management.

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