Biographies
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Shannon Thompson, CFP®
Financial Planner
Financial Advisor -
Dick Whitaker
LUTCF
Financial Services Executive -
Frank Miller, Jr., ChFC®, CASL®, RICP®
Financial Planner
Investment Advisor Representative
Special Care Planner -
H. Danny Steelman, LUTCF®
Financial Services Representative
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Bryan Daniel, RICP, FSCP, LUTCF®
Financial Planner
Investment Advisor Representative
Special Care Planner -
Kenneth C. Davis, CLU, ChFC, LUTCF
Creative Wealth Management Group
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Janice Beane
Personal Assistant
Creative Wealth Management Group -
Jasmine Mikell
Director of Client Engagement
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Joanie Petersen
Personal Assistant
Creative Wealth Management Group -
Beverly Thom, FPQP® | ABFP®
Director of Operations
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Janet Steelman
Personal Assistant
Creative Wealth Management Group
