Creative Financial Group
Kimberly McGann, CLF®, CPBC, serves as the Client Experience Director at Creative Financial Group, a position held since July 2011, where responsibility includes leading a team to enhance the financial futures of clients through organization, wealth intelligence, and technology solutions. Prior roles at Creative Financial Group include Practice Development Specialist, Certified Training Director, Teaming Director, and Division Business Manager & Team Coach, where Kimberly focused on integrating business technology, managing training and development, and optimizing practice management. Prior to this, Kimberly worked as an Underwriting Manager at Barrist Insurance Group, overseeing Life & LTC underwriting and sales processes, and as a Government Litigation Representative at Recordtrak, facilitating communications between legal parties.
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Creative Financial Group
CREATIVE was founded in 1955, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family businesses had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past sixty years, CREATIVE has built a strong, lasting reputation rooted in our ability build relationships and deliver value to our clients, their families and their businesses. The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients face challenges involving far more than just meeting investment objectives. As our clients’ needs evolve, so too has CREATIVE’s services, people and core competencies. Having the right process and capabilities to meet changing client demands is a vital part of our firm’s mission. Access to our intellectual capital helps clients navigate changing market and business environments. Visit us at 1creative.com Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC (www.SIPC.org). 16 Campus Boulevard, Newtown Square, PA 19073 610.325.6100.