CREATIVE WEALTH MANAGEMENT - Key Persons


Bryan Daniel

Job Titles:
  • Financial Planner

Charles R Venable

Job Titles:
  • Investment Advisor
  • Representative

Dick Whitaker

Job Titles:
  • Financial Services Executive

Frank Miller

Job Titles:
  • Financial Planner

H. Danny Steelman

Job Titles:
  • Financial Services Representative

Janet Steelman

Job Titles:
  • Personal Assistant / Creative Wealth Management Group

Janice Beane

Job Titles:
  • Personal Assistant / Creative Wealth Management Group

Jessica Verastegui

Job Titles:
  • Personal Assistant / Creative Wealth Management Group

Joanie Petersen

Job Titles:
  • Personal Assistant / Creative Wealth Management Group

Kathryn Morgan

Job Titles:
  • Financial Services Professional

Lori Smith

Job Titles:
  • Personal Assistant / Creative Wealth Management Group

Shannon Thompson

Job Titles:
  • Financial Planner