Our Team
-
Michael D. Kresh, CFP®, CLU, RF™️
Managing Member/Chief Investment Officer
mkresh@creativewealthllc.com -
Matthew J. Barbis, CFS®, CTS®
Managing Director/Chief Operating
Officer/Member of the Investment Committee
mbarbis@creativewealthllc.com -
Daniel Kresh, FPQP™️
Investment Advisor Representative
dkresh@creativewealthllc.com -
Glenda Kresh
Vice President/Special Assistant to Michael Kresh
gkresh@creativewealthllc.com -
Lori Levine
Paraplanner/Financial Analyst
llevine@creativewealthllc.com -
Lauren Rivera
Vice President of Client Services
lrivera@creativewealthllc.com
To learn more about the professional history of this financial advisor(s), please visit FINRA's BrokerCheck.