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About
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Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Creative Financial Designs, Inc | Investment Analyst | Apr 2025 to Present | — |
| Creative Financial Designs, Inc | Managed Accounts Department | Dec 2019 to Apr 2025 | — |
| cfd Investments | Financial Adviser | Jun 2023 to Present | Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FI... |
| cfd Investments | Intern | May 2019 to Aug 2019 | The internship has primarily consisted of data analysis. I have also experienced great job shadowing opportunities. Throughout the summer, the other interns and I have put together two main projects f... |
Education
Indiana University Kokomo
Bachelor of Business Administration - BBA, Business Administration and Management, General
2021 — 2021
Goshen College
Bachelor of Business Administration - BBA, Finance, General
2018 — 2020
Taylor High School
High School Diploma
2014 — 2018
Others at Creative Financial Designs Inc. /adv (3)
| Name | Role | Location |
|---|---|---|
J James Kelley | Portfolio Manager | Kansas City, MO , United States |
 | Investment Manager | Kokomo, IN , United States |
 | Quantitative Analyst | Muncie, IN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Owner and Portfolio Manager | Goelzer Investment Management, Inc. | Bargersville, IN , United States |
G Gavin Stephens | Chief Investment Officer | Goelzer Investment Management, Inc. | Indianapolis, IN , United States |
