About Us

Creative Financial Network is an independent financial, risk and wealth management group. We have the freedom and flexibility to focus completely on the client's goals, needs and concerns. Creative Financial Network also helps instill confidence that comes with the strength and stability of our affiliation with the industry's leading firms, such as SagePoint Financial, Ohio National, Lincoln Financial Group, Pacific Life, Mass Mutual, Crump and Edison Risk.

In conjunction with SagePoint Financial, Inc., we offer a holistic financial planning approach with focus on investment management, risk management and retirement planning, while taking into consideration estate and income tax planning.  
Business owners, executives and affluent clients often have more complex planning needs. With a diverse team of highly qualified professionals, Creative Financial Network has the experience to deliver strategies that address your specific needs in estate planning and business succession planning.

We work with you to develop customized financial strategies that help you attain what you want out of life; for yourself, your family, your business and your future.  At Creative Financial Network you will find that we are committed to each client's individual financial goals. Unlike companies that offer “standardized” strategies to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies that can help you achieve your goals.

We follow a highly disciplined process of information gathering and data analysis. We use a team approach, leveraging many respected professionals in the local area. Our combined expertise along with the assistance of local professionals insures a “no stone unturned” top down comprehensive analysis of our clients situations allowing us to identify specific threats and opportunities that may otherwise go unnoticed or unaddressed. 

While each client has his/her own reasons to start a relationship with us, our sole focus is to surpass all expectations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck