INNOVATIVE - Key Persons
Job Titles:
- Client Services Manager & Brokerage Marketing Coordinator
- Client Services Manager With
- Client Services Manager, Brokerage Director
Alexis is the Client Services Manager with Innovative Partners, a team at Creative Financial Group, an elite team of comprehensive financial planners who help satisfy lifetime and legacy goals for individuals, families, and businesses.
Alexis works with top clients on their Personal Financial View website, helping them stay organized and on track with their financial plan. She delivers personal service and answering of any questions that arise regarding their site or plan. Alexis also gives extra attention to managing our teams' marketing efforts in both event coordination and client communication. Her spirited and upbeat personality gives our clients an overall delightful experience.
Connor is a comprehensive financial planner in the Innovative Partners, a team at Creative Financial Group, an elite team of advisors recognized for strategies to help satisfy lifetime and legacy goals for individuals, families, and businesses.
Connor's hard work, knowledge, and attitude has been a wonderful addition to our team. Connor works at a level beyond his years of experience. He spends a considerable amount of time reaching out to clients, marketing, and building valuable relationships with our clients and strategic alliances.
With 40 years of experience, comprehensive financial planning provides John the ability to have seen many changing business and market trends over the years. Through the years, John has experienced financial plans he put in place to go from one generation to the next.
Job Titles:
- Financial Planner With
- Financial Planner, Managing Associate
Marc is a comprehensive financial planner with Innovative Partners, a team at Creative Financial Group, an elite team of advisors recognized for helping families and businesses create strategies to help satisfy and legacy goals.
Marc started in the industry as a 19-year-old Drexel co-op student. Along with his 17 years in the industry, he also has 8 years of management experience. Marc focuses on strategic planning for his clients. He thrives in personal relationship management while holding both clients, as well as internal and external relationships, accountable to their goals. Marc believes putting together a sound financial plan is a balance between efficiency and emotion while bringing in the best individuals to help facilitate all aspects of the plan.
Job Titles:
- Financial Planner
- Investment Specialist
Mark is an investment specialist and retirement income planner with Innovative Partners, a team at Creative Financial Group, an elite team of advisors recognized for comprehensive strategies to help satisfy lifetime and legacy goals for individuals, families, and businesses.
Mark Kirsch has 20 years of industry experience. He has experience in all areas of financial planning but truly specializes in investments and retirement income planning. Mark's knowledge of financial markets and economics, along with historical and worldly knowledge, makes him one of the most intelligent advisors at Innovative. His analytic tendencies allow him to live in the details for both our team and our clients, leaving no stone unturned.
Nick is a comprehensive financial planner for Innovative Partners, a team at Creative Financial Group, an elite team of advisors recognized for strategic planning and client service.
Nick has been one of the brightest and quickest studies in Innovative's history. His skills, knowledge, and abilities far exceed his years of industry experience. Nick excels in comprehensive financial planning and has been a tremendous asset to our team, as well as our clients.