Morton, IL West Jackson Office

James Anderson is a CFP® with 10 years of industry experience, currently serving as an advisor at Creekmur Asset Management, LLC since 2020. Prior to this, he held roles at Mundane Apparel and multiple financial firms including Madison Avenue Securities, LLC and AE Wealth Management, LLC. Outside of his advisory work, Anderson is also involved as an insurance sales agent with Creekmur, Inc., doing business as 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 offers discretionary portfolio management and various financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles across multiple asset types.

Andrew Creekmur is a financial advisor with Creekmur Asset Management, LLC and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at Madison Avenue Securities, AE Wealth Management, CFD Investments, and his own licensed insurance agency, Creekmur, Inc., where he provides insurance products. 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 employs model managers and third-party tools to align portfolios with client risk profiles and offers a range of financial planning and tax services through affiliated entities.

Robert Personett is a CFP® with seven years of industry experience, currently serving at Creekmur Asset Management, LLC. His prior work includes roles at LPL Financial, Cefcu, and Charles Schwab & Co., Inc. He is also involved with Whitaker Wealth Management Services, focusing on insurance sales. 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 range of financial planning services, utilizing third-party tools and model managers to align portfolios 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 and Series 63 and 65 licenses. His career includes roles at First National Bank Tremont and AE Wealth Management, LLC, among others. He also operates Whitaker Wealth Management Services, focusing on insurance sales and financial advisory. 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 investments with client risk profiles.

Dennis Fulkerson Sr. is a financial advisor at Creekmur Asset Management, LLC with 25 years of industry experience. He holds CFP® and ChFC® designations and previously worked at RSM US, LLC for 16 years and has managed his own practice, Fulkerson Financial Services, LLC, since 2016. In addition to his advisory role, he is also active in insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisory firm managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management alongside various financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Connor Creekmur is a Series 65-licensed advisor with Creekmur Asset Management, LLC and has five years of industry experience. His background includes roles at Creekmur Wealth Advisors and positions in academic and library settings. He also works as an insurance sales agent outside of his advisory role. 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 tailor investment strategies to client risk profiles.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Savant Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of advising, he is involved in insurance sales as an agent. 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 a variety of financial planning services, using third-party tools and managers to align investments with client risk profiles.

Neal Woollard is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Creekmur, he was affiliated with Hinson Baptist Church in various roles from 2016 to 2024. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for nearly 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

John Creekmur is a CFP® professional with 33 years of experience in financial advising. He is a founding member of Creekmur Asset Management, LLC, where he has worked since 2019, and has previously held roles at AE Wealth Management, Madison Avenue Securities, and Creative Financial Designs. Creekmur is also a passive investor in Inspire Investing, a firm offering faith-based portfolios listed on the NYSE. 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 managers and offering a multi-office footprint with wrap-fee program sponsorship.