Creekmur Asset Management, LLC

Darby De Pauw is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Creekmur, De Pauw worked at Keller Williams, Shane Hall Financial, and Robert W Baird. Outside of advising, De Pauw works as a real estate agent and has served as a food delivery driver. 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 offers discretionary portfolio management, various financial planning services, and utilizes third-party tools and managers to align investments with client risk profiles.

Owen Cummins is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Valmark Advisers, Valmark Securities, and Secure Future Advisors, LLC. 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 alongside various financial planning services and employs third-party tools and managers to align investments with client risk profiles.

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.

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Idle Hill Advisors LLC, Financial Gravity Asset Management, Inc., and Verity Asset Management. Wright also maintains ongoing business activities with Wright Retirement LLC and Carolina Insurance Express LLC, through which he services existing clients and receives renewal commissions on annuity and insurance sales. 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 offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align portfolios with client risk profiles.

James Anderson is a CFP®-designated financial advisor with Creekmur Asset Management, LLC, where he has worked since 2020. He has 10 years of industry experience and previously held roles at AE Wealth Management, Madison Avenue Securities, and other firms. Anderson also has experience as an insurance sales agent with Creekmur, Inc., operating under Creekmur Wealth Advisors. 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, using third-party tools and model managers to align portfolios with client risk profiles.

Nathan Mumme is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Creekmur, he worked at JP Morgan Chase for one year and has experience in educational roles at Cedarville University and the Christian School at Castle Hills. Creekmur Asset Management is an SEC-registered adviser managing approximately $800 million for around 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 tailor investment strategies across multiple asset classes.

Emily Elfallah is a Series 65-licensed financial advisor at Creekmur Asset Management, LLC with three years of industry experience. She previously worked at Integrity Financial Planning, Inc. and Barron Wealth Strategies. In addition to her advisory role, she is also licensed as an insurance agent for 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 offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor investments to client risk profiles.

Andrew Creekmur is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He founded Creekmur, Inc. dba Creekmur Wealth Advisors in 2014, where he also serves as a licensed insurance agent, providing insurance products. Prior to his current role, he worked at Madison Avenue Securities, AE Wealth Management, and CFD Investments. 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 a variety of financial planning services, utilizing third-party tools and model managers, and maintains a multi-office presence including sponsorship of a wrap fee program.

Robert Personett is a CFP®-certified financial advisor at Creekmur Asset Management, LLC with seven years of industry experience. He has held roles at several firms including LPL Financial and Charles Schwab & Co., Inc., and maintains an ownership interest in 309 Capital LLC, a real estate holding company. Personett also engages in insurance sales through Whitaker Wealth Management 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 a variety of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Raymond Whitaker is a financial advisor at Creekmur Asset Management, LLC with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at AE Wealth Management, Global Financial Private Capital, and First National Bank Tremont. He also operates Whitaker Wealth Management Services, which provides insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisor managing approximately $800 million for around 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.

Tyler Bennett is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and GMK Legacy Holdings LLC, where he also serves as an insurance agent. 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 multiple custody options.

Dennis Fulkerson Sr. is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Creekmur Asset Management, LLC and previously led Fulkerson Financial Services, LLC for ten years. Prior to that, he worked at RSM US, LLC for sixteen years. Outside of his advisory role, he is involved in insurance sales and 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 provides discretionary portfolio management along with various financial planning services and utilizes third-party tools and managers to guide investment decisions.

Nicole Geraci is a CFP® professional with 13 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior roles include fitness instruction at Mountain Recreation and a co-ownership position at Royal Electric, LLC. She also has experience with Vail Resorts and Rocky Mountain Planning Group, Inc. 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 align investment strategies with client risk profiles.

Jonah Fitzgerald is a financial advisor at Creekmur Asset Management, LLC in Roanoke, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at KPMG, H.K. Campbell & Company, and positions in academia and the food service industry. 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 offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers to align portfolios with client risk profiles.

James Ferguson is a financial advisor at Creekmur Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, Scottrade, and E*Trade. 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 provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.