OUR WHY:

Inspire Confidence • Simplify Life • Build Meaningful Relationships


Our advisors

Joseph Della Monica

MBA, CFP®

Private Wealth Advisor

Managing Director of Creative Wealth Group
Learn more about Joseph Della Monica Visit Joseph Della Monica's website

Tyler Geik

CFP®, APMA, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tyler Geik Visit Tyler Geik's website


Our team

Samuel Palosaari

Samuel Palosaari

Practice Manager

Ian Anderson

Ian Anderson

Financial Planning Assistant

Qualifications

  • B.S. Consumer Economics and Finance, expected May, 2024, from University of Illinois

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Grace Goze

Grace Goze

Client Service Specialist

Stephanie Feldman

Stephanie Feldman

Paraplanner